Client Portfolio Manager - Accountant

Ellis James Partners Ltd; England; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Client Portfolio Manager Accountant to oversee a diverse portfolio of non-audit clients. This role involves managing client accounts, ensuring compliance with tax regulations, and providing tailored cloud-based accounting solutions. You'll collaborate with senior leadership and contribute to the firm's growth while mentoring junior staff. The company offers a vibrant workplace culture, competitive salary, and opportunities for career development. If you are passionate about client service and building relationships, this is the perfect opportunity for you.

Benefits

Structured Onboarding

Competitive Salary

Performance-Based Bonus

Study Support

Generous Holiday Entitlement

Employee Assistance Program

Community Initiatives

Company-Wide Events

Pension Scheme

Sick Pay

Qualifications

• Strong knowledge of financial reporting and tax compliance.
• Experience in supervising and mentoring accounting staff.

Responsibilities

• Prepare and review annual accounts and tax returns.
• Cultivate strong client relationships through proactive communication.

Skills

Financial Reporting

Tax Compliance

Client Relationship Management

Attention to Detail

Organizational Skills

Communication Skills

Education

ACA/ACCA Qualified

Extensive Experience in Accounting

Tools

Accounting Software

Cloud-Based Financial Tools

Job description

Client Portfolio Manager Accountant
Cheltenham
Full-time, Permanent

About the Opportunity

We re recruiting on behalf of a growing practice seeking an experienced Client Portfolio Manager to oversee a diverse portfolio of non-audit clients.

You'll work closely with senior leadership, manage a varied client base across industries such as sole traders, partnerships, and limited companies, and contribute to the continued growth and success of the firm.

Key Responsibilities

• Client Account Management: Prepare and review annual accounts and tax returns for a diverse client portfolio, ensuring compliance with statutory regulations.
• Tax Filing & Compliance: Ensure timely submission of accounts and tax filings to the relevant authorities.
• Client Relationship Building: Cultivate and maintain strong client relationships through regular meetings and proactive communication.
• Cloud-Based Accounting Solutions: Advise clients on cloud accounting solutions and make tailored recommendations to meet their needs.
• VAT & Payroll Management: Assist with VAT return reviews and ensure compliance with Making Tax Digital, alongside overseeing payroll processes and timely submissions to HMRC.
• Team Support & Leadership: Oversee day-to-day team management, allocate tasks, and contribute to the development of junior staff.
• Networking & Business Growth: Attend networking events and identify opportunities to expand services to both existing and prospective clients.

What You ll Need to Succeed

• Strong personal motivation and excellent organizational skills to manage your own workload.
• Ability to work under pressure with a proactive and flexible approach.
• Exceptional attention to detail and accuracy in financial reporting.
• Clear and confident communication skills, both written and verbal.
• A collaborative mindset and the ability to support and mentor colleagues.
• High professionalism and a commitment to delivering outstanding client service.
• Ability to balance multiple priorities and meet deadlines effectively.

Skills & Knowledge Required

• In-depth knowledge of financial reporting, tax compliance, and statutory regulations.
• Proficiency in personal and business tax, VAT, and payroll procedures.
• Experience in supervising and mentoring accounting staff.
• Familiarity with compliance frameworks, including GDPR and Health & Safety regulations.
• Proficiency with accounting software and cloud-based financial tools.
• A full, clean driving license and access to a vehicle.

Qualifications

ACA/ACCA qualified (or equivalent), or extensive experience in a similar role.

What s on Offer?

Career Development & Benefits:

• Structured onboarding and induction process.
• Competitive salary with annual reviews.
• Performance-based bonus scheme.
• Study support financial assistance and time off for learning.
• Generous holiday entitlement and birthday leave.
• Employee Assistance for well-being support.
• The opportunity to contribute to community and sustainability initiatives.
• A vibrant workplace culture with company-wide events.
• Pension scheme and sick pay.

Why Apply?

If you re passionate about client service, building strong relationships, and working in a collaborative environment, we d love to hear from you

Description: Client Portfolio Manager Accountant
Cheltenham
Full-time, Permanent

About the Opportunity

We re recruiting on behalf of a growing practice seeking an experienced Client Portfolio Manager to oversee a diverse portfolio of non-audit clients.

You'll work closely with senior leadership, manage a varied client base across industries such as sole traders, partnerships, and limited companies, and contribute to the continued growth and success of the firm.

Key Responsibilities

• Client Account Management: Prepare and review annual accounts and tax returns for a diverse client portfolio, ensuring compliance with statutory regulations.
• Tax Filing & Compliance: Ensure timely submission of accounts and tax filings to the relevant authorities.
• Client Relationship Building: Cultivate and maintain strong client relationships through regular meetings and proactive communication.
• Cloud-Based Accounting Solutions: Advise clients on cloud accounting solutions and make tailored recommendations to meet their needs.
• VAT & Payroll Management: Assist with VAT return reviews and ensure compliance with Making Tax Digital, alongside overseeing payroll processes and timely submissions to HMRC.
• Team Support & Leadership: Oversee day-to-day team management, allocate tasks, and contribute to the development of junior staff.
• Networking & Business Growth: Attend networking events and identify opportunities to expand services to both existing and prospective clients.

What You ll Need to Succeed

• Strong personal motivation and excellent organizational skills to manage your own workload.
• Ability to work under pressure with a proactive and flexible approach.
• Exceptional attention to detail and accuracy in financial reporting.
• Clear and confident communication skills, both written and verbal.
• A collaborative mindset and the ability to support and mentor colleagues.
• High professionalism and a commitment to delivering outstanding client service.
• Ability to balance multiple priorities and meet deadlines effectively.

Skills & Knowledge Required

• In-depth knowledge of financial reporting, tax compliance, and statutory regulations.
• Proficiency in personal and business tax, VAT, and payroll procedures.
• Experience in supervising and mentoring accounting staff.
• Familiarity with compliance frameworks, including GDPR and Health & Safety regulations.
• Proficiency with accounting software and cloud-based financial tools.
• A full, clean driving license and access to a vehicle.

Qualifications

ACA/ACCA qualified (or equivalent), or extensive experience in a similar role.

What s on Offer?

Career Development & Benefits:

• Structured onboarding and induction process.
• Competitive salary with annual reviews.
• Performance-based bonus scheme.
• Study support financial assistance and time off for learning.
• Generous holiday entitlement and birthday leave.
• Employee Assistance for well-being support.
• The opportunity to contribute to community and sustainability initiatives.
• A vibrant workplace culture with company-wide events.
• Pension scheme and sick pay.

Why Apply?

If you re passionate about client service, building strong relationships, and working in a collaborative environment, we d love to hear from you