At a Glance
- Tasks: Manage a diverse portfolio of clients and provide expert accounting advice.
- Company: Established accountancy practice with a focus on SME and owner-managed businesses.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to mentor junior staff and develop your leadership skills.
- Why this job: Join a growing firm and make a real difference for your clients.
- Qualifications: ACA or ACCA qualified with at least 3 years of UK accountancy experience.
The predicted salary is between 40000 - 50000 £ per year.
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 Quick Books 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...
Senior Accountant employer: Clear Legal & Financial Recruitment
Clear Legal & Financial Recruitment is an excellent employer for Junior Family Solicitors, offering a supportive team environment in the vibrant city of Liverpool. With 25 days of holiday and ample professional development opportunities, employees are encouraged to grow their careers in Family law while enjoying a healthy work-life balance. The firm's commitment to excellent client care and varied caseloads ensures that every day brings meaningful and rewarding challenges.
Contact Details:
Clear Legal & Financial Recruitment Recruitment Team
