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Client Portfolio Manager, £55K-£65K, Hybrid, Weybridge


Hays Accountancy and Finance


Location

Weybridge, Surrey | United Kingdom


Job description

Your new company
- This firm is a UK-based accounting and HR firm that provides outsourced business solutions for growing SMEs. It offers services such as bookkeeping, payroll, tax planning, HR management, and more.
- They are a team that cares passionately about their employees\' careers and personal development. The firm is a growing practice, and we are looking for an individual who can take the lead about managing a portfolio and really enhance the support and advice we provide to clients, as well as the development of the team.
Your new role
- Be an ambitious, organised individual who can lead a portfolio of clients as well as meet deadlines.
- Coordinating the accounting and tax team to ensure deadlines are met.
- Complete the Preparation, Review & Submission of year-end company financial statements and tax returns.
- Prepare, review & present management accounts.
- Review self-assessment tax returns.
- Managing client telephone calls & year-end meetings.
- Get involved with business reporting, WIP and monthly billing reviews.
What you\'ll need to succeed
- Be confident with Xero & QB, along with other practice-based software, and enjoy adopting new tech.
- ACA/ACCA with at least 5 years experience in practice.
- Locality to Weybridge with the ability to travel to see clients onsite
What you\'ll get in return
- We\'re offering a competitive salary of £55k - £65k based on experience, plus bonus.
- You will be an integral part of the business and be able to develop a growing and ambitious accountancy practice.
- You\'ll be awarded benefits, including full membership to the onsite state-of-the-art gym, phone allowance on top of an attractive salary, bonus and paid holiday.
- 24 days plus 8 bank holidays, which includes 1 day off for your birthday!
- We\'ll contribute to your pension scheme.
What you need to do now

If you\'re interested in this role, click \'apply now\' to forward an up-to-date copy of your CV, or call us now.
If this job isn\'t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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Job tags

Permanent employmentFull timeTemporary workHybrid work


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