Clear IT Recruitment Limited
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 junior staff work.
• Proficient in IRIS and Xero.
• Excellent communication and organisational skills.
Desirable
• Experience with QuickBooks and Sage.
• HMRC enquiries and investigations experience.
• Management accounts experience.
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
To apply for this job please visit www.reed.co.uk.
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