Client Portfolio Manager

Northampton, Northamptonshire
c£30K - £35K
20 Jun 2018
20 Jul 2018
Professional Membership
Contract Type
Full time, Permanent

Client Portfolio Manager - Northamptonshire c£30K - £35K

Are you an ambitious part qualified or qualified ACA /ACCA looking for an opportunity to develop your career in Public Practice? Our client is an established firm of Chartered Accountants and is recruiting for a Client Portfolio Manager, to deal with the varied requirements of SME businesses in respect of audit, accounts and taxation.

Client Portfolio Manager - Main Responsibilities:

  • Managing a portfolio of owner managed businesses including limited companies, sole traders and partnerships.
  • A role which will combine management but also for someone who enjoys rolling up their sleeves and doing the work rather than simply reviewing the work of junior staff.
  • Maintaining strong business relationships with existing clients and assisting with the development of new business.
  • Accounts preparation of sole traders, partnerships and Limited companies.
  • Assisting on audits and involved from planning through to completion.
  • Preparation of management accounts.
  • Assist clients with bookkeeping on computerized packages or manual.
  • Completion of tax computations in respect of corporation tax and personal tax including a sound knowledge of Capital Allowances.
  • Software experience would be useful re Excel, Iris Accounts Production and Sage / QuickBooks. Training will be provided where required.

Client Portfolio Manager - Candidate requirements

  • A Public Practice background
  • Audit and Accounts preparation experience
  • Basic tax computation ability
  • Knowledge of Iris accounts, Sage and /or Quickbooks

This is an excellent Client Portfolio Manager career opportunity for a finalist or qualified ACA / ACCA.

Please contact us at Wavelength if you are interested in discussing this opportunity further. All enquiries will be treated with the strictest confidence.

At Wavelength we are currently recruiting for a number of Public Practice opportunities across the region and you can get the latest jobs sent straight to your inbox by subscribing on our website at





Similar jobs

Similar jobs