Accountant - Client Portfolio Manager
This is an exciting opportunity to join a forward-thinking Accountancy practice as a Client Portfolio Manager. As a key member of the team, you will be responsible for overseeing service delivery and ensuring that clients receive exceptional portfolio management experience.
About this role
* You will plan the workload for the accounts team using the team planner.
* Contact clients to agree timescales for receiving information to complete accounts and tax returns.
* Agreeing fees with clients in advance of commencing work for clients not on a Fixed Price Agreement.
Key responsibilities
1. Prepare IRIS accounting records for new clients using opening trial balances, tax computations, and other salient information received from previous accountants.
2. Preparation of personal tax computations and self-assessment tax returns.
3. Preparation of statutory accounts using the IRIS system.
4. Review the bookkeeping, management accounts, annual accounts, and tax returns to ensure they are accurate based on the information provided by the client.
The ideal candidate
* You should be a qualified or part-qualified Accountant with a minimum of 3 years' experience managing a busy client portfolio.
* Main point of contact for clients, understanding their needs, and ensuring satisfaction.
* Works with precision, good attention to detail, and extremely high standards.