Practice - Client Portfolio Manager

Location Wrexham
Discipline: Accounting
Contact name: Carly Dunn

Contact email: carly@supreme-ss.com
Job ref: 4762

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 
Talent Partner 
T: 07842 313 876 
E: amy@supreme-ss.com