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- Tasks: Manage client queries and provide proactive tax and accounting support.
- Company: Join a respected firm in Chester with over 20 years of experience.
- Benefits: Develop your skills in a friendly, professional environment with growth opportunities.
- Why this job: Perfect for those looking to enhance client management skills while making a real impact.
- Qualifications: Must be ACA/ACCA qualified with practice experience.
- Other info: Engage with over 500 clients and work closely with HMRC.
The predicted salary is between 36000 - 60000 £ per year.
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.
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.
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.
Client Portfolio Manager employer: Michael Page Finance
Contact Detail:
Michael Page Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Familiarise yourself with the specific needs of small and medium-sized enterprises (SMEs) in the Chester area. Understanding local business challenges will help you demonstrate your ability to provide tailored solutions during interviews.
✨Tip Number 2
Network with professionals in the accounting and finance sector, especially those who work with SMEs. Attend local events or join online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Brush up on your knowledge of tax regulations and accounting standards relevant to the UK market. Being well-versed in these areas will not only boost your confidence but also show potential employers that you're proactive and knowledgeable.
✨Tip Number 4
Prepare for the interview by practising common client management scenarios. Think about how you would handle specific queries related to cash-flow, tax advice, and account treatment, as this will showcase your problem-solving skills and readiness for the role.
We think you need these skills to ace Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACA/ACCA qualifications and relevant experience in client management. Emphasise any specific skills related to cash-flow management, tax advice, and accounting support.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client management and your understanding of the firm's approach to supporting small and medium-sized businesses. Mention how your background aligns with their values and goals.
Highlight Relevant Experience: In your application, focus on your previous roles where you dealt with customer queries, prepared statutory accounts, or engaged with HMRC. Use specific examples to demonstrate your expertise and proactive service.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Client Portfolio Manager role.
How to prepare for a job interview at Michael Page Finance
✨Know Your Numbers
As a Client Portfolio Manager, you'll be dealing with financial queries daily. Brush up on your accounting knowledge, especially around cash-flow, tax advice, and VAT. Being able to discuss these topics confidently will show your expertise.
✨Demonstrate Client Management Skills
Since the role involves managing a portfolio of clients, prepare examples from your past experience where you've successfully handled client relationships. Highlight how you’ve proactively addressed their needs and contributed to their business goals.
✨Familiarise Yourself with Relevant MI
Understanding Management Information (MI) is crucial for this role. Be ready to discuss how you would use MI to keep clients informed about their accounts. This shows that you can provide a proactive service, which is key to the position.
✨Engage with HMRC Knowledge
Since you'll be engaging with HMRC regarding clients' tax affairs, it’s important to have a solid understanding of tax regulations. Prepare to discuss any relevant experiences you have had in this area, as it will demonstrate your capability to handle such responsibilities.
