Job Description
Client Portfolio Accountant
Location: Derby (hybrid)
Salary: Competitive, dependent on experience
Job Type: Permanent
Working Pattern: Hybrid
Hours: Monday to Friday, 9:00am – 5:30pm
About the Role
We are looking for an experienced Client Portfolio Accountant to join a growing accountancy business.
This is an excellent opportunity for an experienced accountant who enjoys working closely with clients, managing a varied portfolio and providing both compliance and advisory support. You will play an important role in supporting clients with their accounting and tax requirements while developing strong, long-term relationships.
The role would suit someone with at least three years' experience within an accountancy practice or similar environment, who is looking for the opportunity to develop their career within a growing business.
Key Responsibilities
- Managing a portfolio of clients across a range of sectors and business types.
- Providing accounting, tax and general business advisory support to clients.
- Ensuring client accounts and tax compliance requirements are completed accurately and within deadlines.
- Developing strong relationships with clients and acting as a trusted point of contact.
- Understanding clients' businesses and providing commercially focused advice.
- Managing multiple assignments and prioritising workloads effectively.
- Supporting clients with their wider accounting and business needs.
- Working collaboratively with colleagues while also taking ownership of your own portfolio and responsibilities.
About You
The successful candidate will have:
- At least three years' experience within an accountancy practice or similar environment.
- AAT, ACCA or ACA qualification, or demonstrable equivalent experience. Candidates who are in the later stages of their studies will also be considered.
- Good knowledge of UK tax legislation and compliance requirements.
- Experience managing client portfolios and providing advisory services.
- Strong attention to detail and a high level of accuracy.
- A commercially aware approach, with an understanding of the wider business impact of your work.
- The ability to manage multiple tasks, prioritise effectively and consistently meet deadlines.
- A self-motivated and proactive approach.
- The ability to work independently as well as effectively as part of a team.
Desirable Experience
- Experience using cloud accounting software, particularly Xero and FreeAgent.
- Experience working with freelancers, contractors, sole traders and SMEs.
What’s on Offer
- 25 days' annual leave plus bank holidays, increasing by 1 day per year of service up to 28 days.
- Hybrid working.
- Casual dress environment.
- Company events.
- Free on-site parking.
- Birthday off.
- Private medical cover.
- Company pension scheme.
- Study support.
- The opportunity to get involved across all areas of a growing business and develop alongside it.
Working Hours
Monday to Friday, 9:00am – 5:30pm.
Senior Accountant / Portfolio Manager in Etwall employer: JGR
Join a dynamic and supportive team at our independent accountancy and business advisory firm in Bolton, where we prioritise employee development and foster a collaborative work culture. With competitive salaries and excellent benefits, we are committed to investing in your career progression while you engage with a diverse portfolio of clients. Experience the unique advantage of a hybrid working model that promotes work-life balance and allows you to thrive both professionally and personally.
