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Client Portfolio Manager

Chester Permanent £50,000 - £54,000 per year View Job Description
Client Portfolio Manager - ChesterFantastic 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.
  • Local Practice based in the heart of Chester
  • Family friendly team

About Our Client

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.

Job 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
  • Assist in the preparation of Self-Assessment Tax returns
  • Undertake ad-hoc clean-up or other projects, meeting targets set at the start of the project
  • Provide mentor support to students within the team
  • Suggest process improvements necessary to the role



The Successful Applicant

  • Experience with cloud-based accounting platforms
  • Knowledge of management accounting and financial reporting
  • Previous supervisory or team leadership experience
  • Experience with reviewing bookkeeping and accounts production processes
  • Experience across multiple business sectors
  • Understanding of audit and assurance processes



What's on Offer

  • Competitive salary commensurate with experience
  • Comprehensive benefits package including pension scheme
  • Flexible working arrangements including hybrid options
  • Excellent career progression opportunities
  • Ongoing professional development and training support
  • 25 days annual leave plus bank holidays
  • Supportive and collaborative team environment



Contact
Katie Baxter (nee Carew)
Quote job ref
13940743
Phone number
+44 161 829 0439

Job summary

Job function
Accounting
Subsector
Commercial & Analysis
Sector
Business Services
Location
Chester
Contract type
Permanent
Consultant name
Katie Baxter (nee Carew)
Consultant phone
+44 161 829 0439
Job reference
13940743