* Local Practice based in the heart of Chester
* Family friendly team
About Our Client
The Practice was established over 20 years ago with the aim of offering a friendly and professional approach to meeting the client needs of small and medium sized business enterprises. The Practice is ideally suited to identifying a clients requirements and helping to achieve the business owner's goals.
Job Description
As a Client Portfolio Manager, the following responsibilities are required:
* Deal with day to day queries from customers in relation to cash-flow, accounts treatment, company tax advice, personal tax advice, CIS, VAT and PAYE
* Provide a pro-active service to customers utilising relevant MI to ensure that they are constantly informed and have full visibility of all areas of their accounts
* Provide dynamic and proactive tax and accounting support to 500 + clients using written and phone-based communication
* Prepare statutory accounts - this will include preparation of accounts and supporting tax computations for customers requiring year end and cessation accounts
* Engage with HMRC regarding the clients business and personal tax affairs
* Assist in the preparation of Self-Assessment Tax returns
* Undertake ad-hoc clean-up or other projects, meeting targets set at the start of the project
* Provide mentor support to students within the team
* Suggest process improvements necessary to the role
The Successful Applicant
* Experience with cloud-based accounting platforms
* Knowledge of management accounting and financial reporting
* Previous supervisory or team leadership experience
* Experience with reviewing bookkeeping and accounts production processes
* Experience across multiple business sectors
* Understanding of audit and assurance processes
What's on Offer
* Competitive salary commensurate with experience
* Comprehensive benefits package including pension scheme
* Flexible working arrangements including hybrid options
* Excellent career progression opportunities
* Ongoing professional development and training support
* 25 days annual leave plus bank holidays
* Supportive and collaborative team environment
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