Client Portfolio Manager in Nantwich

Client Portfolio Manager – NantwichFantastic opportunity for an ACA / ACCA qualified accountant to join a respected firm in Nantwich.

Perfect for someone with practice experience looking to develop their client management skills and career.

Client Details

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.

Description

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…