Client Portfolio Manager - Accountant

Client Portfolio Manager Accountant Cheltenham Full-time, Permanent About the Opportunity We re recruiting on behalf of a growing practice seeking an experienced Client Portfolio Manager to oversee a diverse portfolio of non-audit clients. You''ll work closely with senior leadership, manage a varied client base across industries such as sole traders, partnerships, and limited companies, and contribute to the continued growth and success of the firm. Key Responsibilities Client Account Management: Prepare and review annual accounts and tax returns for a diverse client portfolio, ensuring compliance with statutory regulations. Tax Filing and Compliance: Ensure timely submission of accounts and tax filings to the relevant authorities. Client Relationship Building: Cultivate and maintain strong client relationships through regular meetings and proactive communication. Cloud-Based Accounting Solutions: Advise clients on cloud accounting solutions and make tailored recommendations to meet their needs. VAT and Payroll Management: Assist with VAT return reviews and ensure compliance with Making Tax Digital, alongside overseeing payroll processes and timely submissions to HMRC. Team Support and Leadership: Oversee day-to-day team management, allocate tasks, and contribute to the development of junior staff. Networking and Business Growth: Attend networking events and identify opportunities to expand services to both existing and prospective clients. What You ll Need to Succeed ..... full job details .....
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