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Client portfolio manager

Chester
Michael Page Sales
Portfolio manager
€60,000 - €80,000 a year
Posted: 30 May
Offer description

* 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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