Client Portfolio Manager

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