Job Description
An established and growing accountancy practice is seeking an experienced Client Portfolio Manager to manage a portfolio of SME and owner-managed business clients.
Key Responsibilities
• Manage a portfolio of limited companies, sole traders, and partnerships.
• Act as the main point of contact for clients.
• Prepare and review statutory accounts, corporation tax, and self-assessment tax returns.
• Provide accounting, tax, and business advice.
• Review work completed by junior team members and provide support and mentoring.
• Liaise with HMRC and Companies House.
• Manage deadlines and ensure compliance obligations are met.
• Identify advisory and tax planning opportunities.
Requirements
• ACA or ACCA qualified.
• Minimum 3 years' recent UK accountancy practice experience.
• Previous portfolio management experience.
• Strong knowledge of statutory accounts, corporation tax, and self-assessment returns.
• Experience reviewing j...
Key Responsibilities
• Manage a portfolio of limited companies, sole traders, and partnerships.
• Act as the main point of contact for clients.
• Prepare and review statutory accounts, corporation tax, and self-assessment tax returns.
• Provide accounting, tax, and business advice.
• Review work completed by junior team members and provide support and mentoring.
• Liaise with HMRC and Companies House.
• Manage deadlines and ensure compliance obligations are met.
• Identify advisory and tax planning opportunities.
Requirements
• ACA or ACCA qualified.
• Minimum 3 years' recent UK accountancy practice experience.
• Previous portfolio management experience.
• Strong knowledge of statutory accounts, corporation tax, and self-assessment returns.
• Experience reviewing j...