Job Description

Client Portfolio Manager - Chester
Fantastic 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.
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

Local Practice based in the heart of ChesterFamily friendly team

• 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

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.

• 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