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Senior Accountant / Client Portfolio Manager

The Integrated Talent Partnership
Posted 2 days ago, valid for 14 days
Location

Cheltenham, Gloucestershire GL544NB, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client, a respected professional services firm, is seeking an ACA or ACCA qualified Client Portfolio Manager to join their expanding Cheltenham office.
  • The role involves managing a diverse portfolio of non-audit clients, ensuring efficient accounts, tax, VAT, and payroll services while fostering strong client relationships.
  • Candidates should have at least three years of experience in a similar role and will be responsible for preparing annual accounts, handling client queries, and liaising with HMRC.
  • The position offers a competitive salary along with a generous holiday allowance, pension scheme, and various bonuses and incentives.
  • This role also includes full financial support for industry qualifications and dedicated study time for professional development.

Are you a qualified accountant with a passion for client relationship excellence looking for your next challenge?

My client is a well respected professional services firm and is expanding. They are looking for an ACA or ACCA qualified Client Portfolio Manager to help build our Cheltenham office. This role offers the opportunity to manage a diverse portfolio of non-audit clients, ensuring seamless accounts, tax, VAT, and payroll services while building strong client relationships.

You’ll be responsible for:

  • Preparing and reviewing annual accounts and tax computations
  • Ensuring all filings are submitted on time, and maintaining accurate client records throughout the year
  • Meeting with clients, handling queries, and liaising with HMRC
  • Using and recommending the latest cloud accounting software
  • Overseeing the development of junior team members and identifing opportunities for business growth.

In addition to a generous base salary, they offer:

  • Generous holiday allowance
  • Generous pension scheme
  • Bonus and incentive schemes
  • Additional day’s holiday for an individual to celebrate their birthday
  • Generous sick pay to support individuals when they need it most
  • Full financial support for appropriate industry qualifications
  • 10 hours study time per month awarded to those undertaking qualifications

If you are client service driven and ready to make an impact, get in touch.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.