Client Portfolio Manager

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

Job summary

A professional services firm in Swansea is seeking an experienced Accountant to join their growing team. The ideal candidate will have a recognised qualification in accounting or finance, alongside proven experience in general practice accounting. You'll be responsible for preparing financial statements, managing bookkeeping, and giving tax advice to clients. A competitive salary of £35,000 to £50,000 is offered, along with opportunities for professional development and a supportive work environment.

Benefits

Generous holiday allowance

Flexibility in working arrangements

Professional development opportunities

Collaborative work environment

Qualifications

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

Responsibilities

• Prepare and review financial statements and reports.
• Manage general practice accounting tasks, including bookkeeping.
• Assist clients with tax planning and submission.

Skills

General practice accounting

Analytical skills

Attention to detail

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 Swansea. 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 Swansea. 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 Swansea.
• 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.