Practice Accountant / Client Portfolio Manager

Wrexham, WLS, GB, United Kingdom

Job Description

About the Firm




We are a well-established

accountancy practice

based in Wrexham, supporting businesses across

North Wales, Shropshire, and Cheshire

. Our clients include local trades, professional services, IT consultants, and growing companies across multiple industries.


We pride ourselves on being approachable and down-to-earth, offering both

statutory accounts and tax return services

alongside practical business advice. With a close-knit team and supportive culture, this is an opportunity to develop your career in a firm that values its people and clients equally.

The Role




We're looking for an experienced

Practice Accountant

to step into a

Client Portfolio Manager

role. You'll take ownership of your own portfolio, acting as the main contact for clients, delivering a mix of

accounts preparation, corporation tax, VAT, self-assessment returns, and management accounts

.


This is an ideal role for either:

An existing

Client Manager

in practice looking for a fresh challenge, or A strong

Senior Accountant

ready to step up into portfolio management.

Key Responsibilities



Prepare and review

statutory accounts, management accounts, and tax returns

. Advise on

budgeting, forecasting, and financial planning

. Build strong relationships as the trusted

client manager

. Review and support junior staff with their work. Work confidently with

cloud accounting software (Xero, QuickBooks, Sage, FreeAgent)

and

CCH

.

About You



5+ years'

accountancy practice experience

. ACA/ACCA qualified or QBE with solid technical background. Strong knowledge of

accounts preparation, tax compliance, and VAT

. Great communication skills -- comfortable explaining accounts to non-accountants. Organised, proactive, and a natural relationship builder.

What We Offer



Bonus Scheme for client referrals Hybrid working (2-3 days in office, option to work from home part of the week). Part-time applications also considered. Company pension scheme. Regular company events and a supportive, friendly team. * Free on-site parking.

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Job Detail

  • Job Id
    JD3828523
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Part Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Wrexham, WLS, GB, United Kingdom
  • Education
    Not mentioned