An established and growing accountancy practice is seeking an experienced Client Portfolio Manager to manage a portfolio of SME and owner-managed business clients. Key Responsibilities • Manage a portfolio of limited companies, sole traders, and partnerships. • Act as the main point of contact for clients. • Prepare and review statutory accounts, corporation tax, and self-assessment tax returns. • Provide accounting, tax, and business advice. • Review work completed by junior team members and provide support and mentoring. • Liaise with HMRC and Companies House. • Manage deadlines and ensure compliance obligations are met. • Identify advisory and tax planning opportunities. Requirements • ACA or ACCA qualified. • Minimum 3 years' recent UK accountancy practice experience. • Previous portfolio management experience. • Strong knowledge of statutory accounts, corporation tax, and self-assessment returns. • Experience reviewing junior staff work. • Proficient in IRIS and Xero. • Excellent communication and organisational skills. Desirable • Experience with QuickBooks and Sage. • HMRC enquiries and investigations experience. • Management accounts experience. Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful
Contact Details:
Clear Legal & Financial Recruitment Recruitment Team
