Join to apply for the Client Portfolio Manager role at ACCA Careers
2 days ago Be among the first 25 applicants
Join to apply for the Client Portfolio Manager role at ACCA Careers
Get AI-powered advice on this job and more exclusive features.
Client Portfolio Manager - Chester
Fantastic opportunity for an ACA/ACCA qualified accountant to join a respected firm in Chester.
Perfect for someone with practice experience looking to develop their client management skills and career.
Client Details
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.
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
Profile
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
Job 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
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Accounting
Referrals increase your chances of interviewing at ACCA Careers by 2x
Sign in to set job alerts for “Client Portfolio Manager” roles.
Deeside, Wales, United Kingdom 2 weeks ago
Chester, England, United Kingdom 9 hours ago
Warrington, England, United Kingdom 1 month ago
Liverpool, England, United Kingdom 3 days ago
Warrington, England, United Kingdom 2 weeks ago
Employee Benefits Consultant - Group Risk
Liverpool, England, United Kingdom 1 week ago
St Helens, England, United Kingdom 2 weeks ago
Merseyside, England, United Kingdom 5 days ago
Chester, England, United Kingdom 1 month ago
Chester, England, United Kingdom 1 month ago
Warrington, England, United Kingdom 6 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr