Assistant Client Portfolio Manager

Swindon Permanent £35,000 - £45,000 per year Hybrid working
  • Join a top tier accountancy firm with a massive presence over the south west.
  • Gain your own portfolio of clients reporting straight into the directors.

About Our Client

The client is a leading firm of business advisors with a broad portfolio range. They are also part of an international accountancy network meaning they have local expertise with an international reach. They have offices spread across the south west with a headcount of circa 150. They have a great social environment with a transparent career path.

Job Description

  • Maintaining a productive relationship with key clients, maintaining regular contact, dealing with any specific queries or problems using available specialist skills and knowledge as required
  • Analysing, interpreting and auditing the range of data supplied by clients
  • Producing draft year end and management accounts from a wide variety of data with clear net working papers to reflect the accounts produce and ensuring clear cross referencing.
  • Completing basic tax computations
  • Completing details schedules for each set of accounts to ensure the analysis is correct and logical as required.
  • Composing correspondence to clients, tax office, registrate of companies and others
  • Working with the partner to plan, manage and prioritise work, deadlines and requirements providing information for billing purposes.
  • Working as part of a team with the other managers, partners/director and staff to ensure the department as a whole meets its objectives and all client demands are exceeded etc and dealing with differences.
  • Ensuring each individual working on jobs with you is clear on expectations and timescales, is properly trained and receives constructive feedback.
  • Ensuring work conducted to correct standard and accounts preparation is accurate and meaningful for the type of industry. To be able to answer staff and client technical queries and make technical decisions. To have the technical knowledge to resolve client issues.

The Successful Applicant

Education & Qualifications

  • Qualified AAT OR Qualified by experience.
  • ACA/ACCA qualifications are desirable



Experience and Knowledge

  • Preparation of statutory accounts
  • Preparation of corporation tax computations
  • Dealing with owner managed businesses.
  • Use of Sage Instant/Line 50
  • Xero / QBO
  • Use of Iris practice software



Skills & Abilities

  • Positive and outgoing
  • Self sufficient when necessary and able to work alone for periods of time
  • Pro-active and willing to take responsibility for own areas of work - not waiting to be asked to undertake key responsibilities
  • Tact and diplomacy - able to explain issues to colleagues, partners & clients
  • Organised, methodical, detail conscious
  • Self confident and able to demonstrate effective use of personal judgement
  • Flexibility - able to deal with changing priorities, deadlines and circumstances, willing to work with others
  • Discreet and confidential - able to stand their ground where necessary regarding queries from other



What's on Offer

  • Competitive Salary of up to £45,000
  • Pension contributions
  • Flexible working - the opportunity to work remotely
  • 25 days holiday plus bank holidays
  • Life Assurance - 4 x gross annual salary
  • Permanent Health Insurance Scheme
  • Social committee and local events programme
  • Volunteering programme (paid time off)
  • Cycle to work scheme
  • Well Being Programme
  • Free eye tests
  • Option to purchase additional holiday
  • Access to a huge range of retailer discounts via our benefits platform
  • A great culture



If this role is of interest please contact Callum Panton at Michael Page on 07977092279.

Contact
Callum Panton
Quote job ref
JN-072022-5672897
Phone number
441179065130

Job summary

Job function
Accounting
Subsector
Part Qualified
Sector
Business Services
Location
Swindon
Contract type
Permanent
Consultant name
Callum Panton
Consultant phone
441179065130
Job reference
JN-072022-5672897
Job Nature
Hybrid working