Accountant - Portfolio manager
Posted 12 days 2 hours ago by Hays
Your new company
Hays are delighted to have partnered with a UK wide accountancy umbrella. With more than 2,000 people spanning our clients' office network, our client provides an extensive spectrum of personalised services, encompassing accounting, audit, tax, advisory, and business services. This role is based in Hillsborough, County Down. As a Chartered Accountant - Portfolio Manager, you will play a pivotal role in managing a diverse portfolio of clients within our small accountancy practice. Your expertise will contribute to the financial success and compliance of our clients' businesses. This position combines technical accounting knowledge with strong client relationship management skills.
Your new role
Client Portfolio Management:
Oversee a portfolio of clients, including sole traders, partnerships, and limited companies.
Provide personalised financial advice and guidance to clients.
Ensure timely delivery of year-end accounts, tax returns, and other relevant services.
Financial Reporting and Compliance:
Prepare and review financial statements, ensuring accuracy and adherence to accounting standards.
Assist clients with tax planning, compliance, and regulatory requirements.
Monitor changes in tax legislation and communicate their impact to clients.
Business Advisory:
Collaborate with clients to understand their business goals and challenges.
Offer strategic advice on financial planning, growth, and risk management.
Identify opportunities for process improvement and cost-saving measures.
Foster a positive work environment, encouraging professional development and knowledge sharing.
Client Relationships:
Cultivate strong relationships with existing clients.
Participate in business development activities to attract new clients.
Attend client meetings and networking events
What you'll need to succeed
Chartered Accountant (ACA or ACCA):Hold a recognised chartered accountancy qualification.
Demonstrated expertise in accounting, taxation, and financial reporting.
Practice Experience:
Minimum of 4 years' experience working in a small accountancy practice.
Proven track record of managing client portfolios effectively.
Technical Skills:
Proficiency in accounting software (e.g., Xero, QuickBooks, Sage).
Strong analytical abilities and attention to detail.
Communication Skills:
Excellent verbal and written communication skills.
The ability to explain complex financial concepts to clients in a clear and concise manner.
What you'll get in return
Enhanced company Benison
Competitive salary
Free parking in a carpark provided
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 on your career.
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