Client Portfolio Manager - Cheshire West
Fantastic opportunity for a qualified accountant to join a respected and independent firm.
Perfect for someone with practice experience looking to develop their client management skills and career.
Client Details
The Practice was established nearly 100 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:
*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 accounting support to clients
*Review and prepare statutory accounts
*Engage with HMRC regarding the clients business and tax affairs
*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
Profile
*Experience with cloud-based accounting platforms
*Knowledge of statutoryaccounting 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
Job 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