Client Portfolio Manager

Cameo Consultancy
12 Jan 2018
12 Feb 2018
Contract Type
Full Time
Cameo is recruiting a Client Portfolio Manager for our accountancy practice client in Banbury on a full time, permanent basis. This position would suit a Senior ready for a Manager position, or someone looking for progression long term - this is definitely achievable with this forward-thinking company. This position will offer you a work/life balance! You will be responsible for: * Planning, organising, leading and controlling the work of the section * Providing a cost-effective, timely, quality service to the client, so as to maximise margin for the firm * Contributing to overall practice development * Responding to client queries, and those from third parties (e.g. HMRC) in a timely manner * Seeking to take more advanced work from partners and delegating more routine work to others, thereby aiding cost-effectiveness and adding to interest/ training of all within the section * Developing knowledge of clients and their businesses so as to become their point of contact on day-to-day matters * Reviewing accounts and tax work performed by more trainee level staff * Completing staff appraisal forms and ensuring minimum numbers are met * Providing feedback and training as required * Checking of journal adjustments and (occasionally) final accounts and D1 computations * Preparation of tax returns * Seeking to identify business and personal tax planning opportunities, VAT issues, NIC issues, business planning points, etc. as part of the review process * Drawing to attention of partners/ client as appropriate * Preparing necessary reports/ computations, liaising with other professional advisers as required * Assisting partners with specific assignments- e.g. business planning, advisory and tax matters * Assisting partners by progressing work to completion/ billing point swiftly * Liaising with partners and raising bills/ assisting as required * Ensuring that section databases are current by delegation * Monitoring progress against deadlines and ensuring these are met- e.g. company reporting, P11d's, tax returns, etc. * Ensuring work is planned and progressed in an efficient, timely and cost effective manner by liaising with Partners and supervising staff You must be/have: * Experience in accountancy practice - essential * An interest in working within Agriculture * Ability to review an complete accounts files quickly and efficiently * Strong computer literacy * Strong active listening skills * Excellent problem resolutions skills and ideas generation ability * Ability to review an complete personal tax returns quickly and efficiently * In depth accounts preparation knowledge * Knowledge of accounts systems essentially Sage * ACA or ACCA qualification -essential * Degree or equivalent experience * CTA or equivalent tax qualification - desirable What's in it for me? Salary of £50,000 to £60,000 DOE, pension, healthcare upon commencement, medical cash plan, 28 days holiday, flexi-time, life assurance and more! Contact Hannah Nicholls: "I look forward to speaking with you