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Accountant - client portfolio manager

Wrexham
MGP Accountants
Portfolio manager
£25,000 a year
Posted: 11 September
Offer description

The ideal candidate would be ACCA/ACA qualified but MUST have Practice experience of a minimum of 5 years. Experience of being a client Manager with their own portfolio also preferred, but this role could be the step up from a Senior role to a Management position.

They will be involved with preparing and overseeing financial reports and statements for both Limited Companies and Sole Traders, and Monthly and Quarterly Management Accounts using various Online Cloud Accounting Systems. Moreover, they must have strong interpersonal skills and be able to deal with clients from all backgrounds and industries and possess a strong business acumen.

Key Responsibilities:

- Compiling and analysing financial statements

- Managing budgeting and forecasting

- Managing a portfolio of clients

- Reviewing of junior work

Job Types: Full-time, Permanent

Pay: From £25,000.00 per year

Benefits:

* Company events
* Company pension
* On-site parking

Ability to commute/relocate:

* Wrexham: reliably commute or plan to relocate before starting work (required)

Education:

* A-Level or equivalent (preferred)

Experience:

* Accountancy Practice: 5 years (required)
* Practice accounting: 5 years (required)

Location:

* Wrexham (preferred)

Work Location: In person

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