Client Portfolio Manager - Accounting & Tax (Hybrid)

Michael Page International Recruitment Limited; Trowbridge; Hybrid; GBP 50,000 - 55,000; Full time

Benefits offered by this job

Hybrid work arrangement

Career progression with leadership/ass

Flexible working

Job summary

Michael Page International Recruitment Limited in Trowbridge is seeking a Client Portfolio Manager to oversee a portfolio of clients and guide financial processes within a professional services firm. You will be the main contact for clients, ensuring compliance and accuracy in accounting and tax matters.

Qualifications include ACA or ACCA and strong communication, organisation, and client-management skills.

Qualifications

• ACA or ACCA qualifications.
• Strong knowledge of accounting and tax principles.
• Proven ability to manage client relationships effectively.
• Excellent communication and organizational skills.
• A proactive and detail-oriented approach to work.
• Confidence in using accounting software and tools.

Responsibilities

• Manage and maintain a portfolio of clients, acting as their main point of contact.
• Oversee accounting and finance processes, ensuring compliance and accuracy.
• Work with SME, Sole Traders.
• Work on Corporate and Personal Tax.
• Provide advice and support to clients on financial matters.
• Prepare and review financial statements and reports.
• Assist clients with tax planning and submissions.
• Collaborate with internal teams to deliver high-quality services.
• Identify opportunities for process improvements or additional services.
• Ensure deadlines are met and deliverables are completed promptly.
• Manage junior staff I/e trainees

Skills

Accounting knowledge

Tax principles

Client relationships

Communication

Organization

Attention to detail

Accounting software

Education

ACA or ACCA

Job description

Michael Page International Recruitment Limited in Trowbridge is seeking a Client Portfolio Manager to oversee a portfolio of clients and guide financial processes within a professional services firm. You will be the main contact for clients, ensuring compliance and accuracy in accounting and tax matters.

Qualifications include ACA or ACCA and strong communication, organisation, and client-management skills.