Client Portfolio Manager

Michael Page (UK); Chester; On-site; GBP 35,000 - 55,000; Full time

Job summary

A reputable practice in Chester seeks a Client Portfolio Manager to provide extensive tax and accounting support to 500+ clients. The role emphasizes strong communication, management accounting knowledge, and hands-on experience with cloud-based platforms. You'll benefit from competitive salary, flexible working arrangements, and ongoing professional development within a supportive team environment.

Benefits

Comprehensive benefits package including pension scheme

Flexible working arrangements including hybrid options

25 days annual leave plus bank holidays

Ongoing professional development and training support

Qualifications

• Experience with cloud-based accounting platforms.
• Previous supervisory or team leadership experience.
• Experience across multiple business sectors.

Responsibilities

• Manage queries related to cash-flow and tax advice.
• Prepare statutory accounts and assist in Self-Assessment Tax returns.
• Provide mentoring support to students within the team.

Skills

Knowledge of management accounting

Financial reporting

Cloud-based accounting platforms

Supervisory experience

Audit and assurance processes

Job description

• Local Practice based in the heart of Chester
• Family friendly team

About Our Client

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.

Job 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

The Successful Applicant

• 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

What's on 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