Client Portfolio Manager
- Recruiter
- Michael Page
- Location
- Stroud, Gloucestershire
- Salary
- £40000 - £45000 per annum
- Posted
- 28 May 2023
- Closes
- 25 Jun 2023
- Ref
- JN -092022-5759781
- Contact
- Callum Panton
- Job role
- Accountant
- Sector
- Accounting - Public practice
- Contract type
- Permanent
- Hours
- Full time
- Experience level
- Manager
Be the sole point of contact for a varied portfolio. Act as the face of a leading independent firm . Play an integral role in a vibrant team of accountants and tax advisors.
Client Details
Join a leading independent firm that has gone from strength to strength over recent years. They have just moved into bespoke offices to accommodate a period of hyper growth. The firm is also part of a leading accountancy network allowing room for progression and collaborative working between firms.
Description
* Provide excellent service, support, and business advice for a portfolio of Clients.
* Review Accounts and Tax Returns to ensure they meet HMRC Companies House standards and deadlines.
* Train and monitor performance of juniors to ensure standards compliance and service are maintained.
* Attend and conduct client meetings/Prepare meeting notes and complete related tasks
* Prepare and review Personal Tax Returns.
* Completing company secretarial tasks, including CS01's, company formations, ad-hoc forms.
* Completion of annual forms including P11d's and Form 42's.
* Monitor deadlines for all jobs, including accounts, VAT, tax returns, CS01's, P11d's, etc.
* Management accounts and VAT return preparation/review to advise clients on current performance and forecasting.
* Tax planning for clients, including remuneration strategy, pension contributions, capital assets, etc.
* Regular contact with clients to discuss routine queries, any issues, and opportunities
* Attendance of off-site meetings, courses and events as required.
* Mentor team, providing feedback, training, and support to ensure accurate, efficient, and profitable service.
* Monitor and report on team performance and progress.
* Liaise with Directors
Profile
- 4 years accountancy practice experience
- ACA/ACCA/AAT or QBE
- Exceptional written and verbal communication skills
- Experienced in Microsoft office
- Managerial experience is preferred but not mandatory
- Being able to deal with changing priorities, deadlines and circumstances, willing to work with others.
- Organised, methodical and detail conscious.
Job Offer
- Competetive Salary up to £50,000
- 25 days plus bank holiday
- Hybrid working
- Vibrant working culture
- Bespoke offices
- Regular personal development reviews
If this role is of interest please contact Callum Panton at Michael Page on 07977092279.