Your newpany
Hays are delighted to have partnered with a UK wide accountancy umbrella. With more than 2,000 people spanning our clients' office network, our client provides an extensive spectrum of personalised services, epassing accounting, audit, tax, advisory, and business services. This role is based in Hillsborough, County Down. As a Chartered Accountant - Portfolio Manager, you will play a pivotal role in managing a diverse portfolio of clients within our small accountancy practice. Your expertise will contribute to the financial success andpliance of our clients’ businesses. This positionbines technical accounting knowledge with strong client relationship management skills.
Your new role
Client Portfolio Management:
Oversee a portfolio of clients, including sole traders, partnerships, and limitedpanies.
Provide personalised financial advice and guidance to clients.
Ensure timely delivery of year-end accounts, tax returns, and other relevant services.
Financial Reporting andpliance:
Prepare and review financial statements, ensuring accuracy and adherence to accounting standards.
Assist clients with tax planning,pliance, and regulatory requirements.
Monitor changes in tax legislation andmunicate their impact to clients.
Business Advisory:
Collaborate with clients to understand their business goals and challenges.
Offer strategic advice on financial planning, growth, and risk management.
Identify opportunities for process improvement and cost-saving measures.
Foster a positive work environment, encouraging professional development and knowledge sharing.
Client Relationships:
Cultivate strong relationships with existing clients.
Participate in business development activities to attract new clients.
Attend client meetings and networking events
What you'll need to succeed
Chartered Accountant (ACA or ACCA):
Hold a recognised chartered accountancy qualification.
Demonstrated expertise in accounting, taxation, and financial reporting.
Practice Experience:
Minimum of 4 years’ experience working in a small accountancy practice.
Proven track record of managing client portfolios effectively.
Technical Skills:
Proficiency in accounting software (, Xero, QuickBooks, Sage).
Strong analytical abilities and attention to detail.
Excellent verbal and writtenmunication skills.
The ability to explainplex financial concepts to clients in a clear and concise manner.
What you'll get in return
Enhancedpany Benison Free parking in a carpark provided