Client Portfolio Manager
Job Type: Full-time, Permanent
Salary: From £25,000 per year
Location: Gresford, Wrexham
About:
An established accountancy firm is looking for an experienced individual to join the team in a client-facing role. This position would suit someone who is either already managing a portfolio or is ready to take the next step up from a Senior Accountant position.
Requirements:
- ACCA or ACA qualified (preferred)
- Minimum 5 years’ experience working in an accountancy practice (essential)
- Previous experience managing a client portfolio (preferred)
- Strong communication and interpersonal skills
- Good commercial awareness and business acumen
The Role:
- Prepare and review financial statements for Limited Companies and Sole Traders
- Produce monthly and quarterly management accounts using cloud-based accounting systems
- Manage a portfolio of clients across various industries
- Review the work of junior team members
- Assist with budgeting and forecasting
Benefits:
- Company events
- Company pension
- On-site parking
For more information, please contact the below:
Amy Doumbia
Recruitment Consultant
T: 07842 313 876
E: amy@supreme-ss.com