Client Portfolio Manager

Michael Page; Cardiff; On-site; GBP 35,000 - 50,000; Full time

Job summary

A professional services firm in Cardiff is seeking an experienced Accountant to join their team. The role involves preparing financial statements, managing accounting tasks, and providing client financial advice. Ideal candidates will have a recognised accounting qualification and experience in the professional services sector. The position offers a competitive salary of £35,000 to £50,000, alongside opportunities for professional development and potential career progression leading to Partnership.

Benefits

Competitive salary

Generous holiday allowance

Flexible working arrangements

Professional development opportunities

Collaborative work environment

Qualifications

• Proven experience in general practice accounting within the professional services industry.
• Strong knowledge of accounting software and tools.
• Ability to work collaboratively within a team environment.

Responsibilities

• Prepare and review financial statements and reports for clients in compliance with regulations.
• Manage general practice accounting tasks, including bookkeeping and reconciliations.
• Assist clients with tax planning and submission of tax returns.
• Provide advice and guidance on financial matters to clients.

Skills

General practice accounting

Analytical skills

Attention to detail

Team collaboration

Client relationship management

Education

Recognised qualification in accounting or finance

Tools

Accounting software

Job description

This is an exciting opportunity for an Accountant to join a professional services firm in Cardiff. The role requires expertise in general practice accounting and offers the chance to contribute to a growing team within the accounting and finance department.

Client Details

This professional services firm is a well-established organisation with a strong presence in Cardiff. They are a medium-sized company specialising in delivering high-quality accounting and finance solutions to a diverse client base.

Description

• Prepare and review financial statements and reports for clients in compliance with regulations.
• Manage general practice accounting tasks, including bookkeeping and reconciliations.
• Assist clients with tax planning and submission of tax returns.
• Support audits and liaise with external auditors when required.
• Provide advice and guidance on financial matters to clients.
• Ensure compliance with accounting standards and company policies.
• Work closely with the accounting and finance team to meet client deadlines.
• Identify opportunities for improving processes and efficiency within the department.

Profile

A successful Accountant should have:

• Proven experience in general practice accounting within the professional services industry.
• A recognised qualification in accounting or finance.
• Strong knowledge of accounting software and tools.
• Excellent analytical and problem‑solving skills.
• Attention to detail and accuracy in financial reporting.
• Ability to work collaboratively within a team environment.
• Proactive approach to managing client relationships and expectations.

Job Offer

• A competitive salary range of £35,000 to £50,000, depending on skills and experience.
• Generous holiday allowance to support work‑life balance.
• Some flexibility in working arrangements to suit individual needs.
• Opportunities for professional development and career progression.
• A supportive and collaborative work environment in Cardiff.
• Excellent career opportunity leading to Partnership for the right person

If you are an Accountant looking to grow your career within the professional services sector, we encourage you to apply today.