Client Portfolio Manager

ACCA Careers; Chester; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading firm based in Chester seeks a qualified ACA/ACCA accountant for the role of Client Portfolio Manager. This position involves providing proactive accounting and tax support to over 500 clients while offering excellent career progression and ongoing professional development opportunities. The firm promotes a collaborative work environment with flexible hybrid working options and a competitive salary package.

Benefits

Comprehensive benefits package including pension scheme

25 days annual leave plus bank holidays

Flexible working arrangements including hybrid options

Ongoing professional development and training support

Qualifications

• Experience with cloud-based accounting platforms is essential.
• Previous supervisory or team leadership experience is required.
• Knowledge of management accounting and financial reporting is necessary.

Responsibilities

• Handle day-to-day queries relating to cash-flow and tax advice.
• Prepare statutory accounts including year-end accounts.
• Assist in the preparation of Self-Assessment Tax returns.

Skills

Knowledge of management accounting

Experience with cloud-based accounting platforms

Client management

Financial reporting

Supervisory experience

Education

ACA/ACCA qualified accountant

Job description

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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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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