Client Portfolio Manager

Michael Page; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A respected independent firm in England seeks a qualified Client Portfolio Manager to provide proactive accounting support and client management. The ideal candidate will have experience with cloud-based accounting platforms and will be responsible for statutory accounts preparation and client engagement. This role offers competitive salary, flexible working arrangements, and excellent career progression opportunities.

Benefits

Competitive salary

Comprehensive benefits package

Flexible working arrangements

Ongoing professional development

25 days annual leave plus bank holidays

Qualifications

• Qualified accountant with practice experience.
• Strong client management skills.

Responsibilities

• Provide a pro-active service to customers ensuring visibility of accounts.
• Review and prepare statutory accounts.
• Engage with HMRC regarding business and tax affairs.
• Provide mentor support to students within the team.

Skills

Experience with cloud-based accounting platforms

Knowledge of statutory 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 description

Client Portfolio Manager - Cheshire East

Fantastic opportunity for a qualified accountant to join a respected and independent firm.

Perfect for someone with practice experience looking to develop their client management skills and career.

Client Details

The Practice was established nearly 100 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:

• 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 accounting support to clients
• Review and prepare statutory accounts
• Engage with HMRC regarding the clients business and tax affairs
• 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
• Sugest process improvements necessary to the role

Profile

• Experience with cloud-based accounting platforms
• Knowledge of statutory 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