Client Portfolio Manager - #459719

JSM Recruitment Limited

Date: Jun 23, 2022
City: Liverpool
Salary: £40,000 - £50,000 / year
Contract type: Full time
Work schedule: Full day
JSM Recruitment Limited



Our client is a growing forward-thinking, dynamic practice in Liverpool. Following expansion, they are looking for a senior accountant / client portfolio manger. A fantastic office environment with a friendly culture make this role extremely attractive for the right candidate.

Job Title: Senior Accountant / Client Portfolio Manager

Salary: £40k - £50K + Bonus

Locations: Liverpool


Client Portfolio Manager Job Description

Working as a Senior Accountant your role is to provide respite for the directors of the business and to act as a bridge between them and the company’s larger profile clients. You will be relied upon to upkeep rapport and to provide a demanding amount of client’s advice and tax planning to best suit their business needs.

This is a real opportunity to become an integral part of an already highly successful team.

You will play a strategic role reviewing client’s data and making recommendations based on this ultimately aiming to maximise profitability on behalf of our clients.

Your responsibilities are to complete financial reports, taxation, corporate finance and business recovery etc.

We are looking for someone with 5 years plus recent practice experience of handling a large portfolio of clients. The candidate must be a confident bright person who is able to work under pressure and fast working environment.

Key requirements.

  • ACA / ACCA qualified.
  • Experience of preparation of financial statements and tax computations / returns.
  • Completion / review of VAT returns.
  • Ability to lead an HMRC Tax investigation.
  • Providing financial advice.
  • Management of financial systems and budgets.
  • Advising clients on tax planning.
  • Managing and guiding junior colleagues and trainees.

Candidates with the following would be preferred

  • Proficient in Xero.
  • Proficient in IRIS.
  • Understanding R&D claims.
  • Advising clients on areas of business improvement.

Position: Full time.

Salary: £40k + Bonus.

Hours: 35 - Monday - Friday

Start: Immediate.

Working hours: 9.00am to 5.30pm Monday to Friday with 1 Hour lunch.

Holidays: 20 days + 8 days Bank Holiday

On-site parking with an excellent working environment

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