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Senior Accountant – Client Portfolio Manager

Clear Legal & Financial Recruitment · London

Senior 🇬🇧 English
IRIS Xero QuickBooks Sage

Job description

About the role

We are seeking an experienced Senior Accountant to act as a Client Portfolio Manager for a growing accountancy practice. You will be the primary contact for a portfolio of SME and owner‑managed businesses, delivering accounting, tax and advisory services.

Key responsibilities

  • Manage a portfolio of limited companies, sole traders and partnerships.
  • Prepare and review statutory accounts, corporation tax and self‑assessment tax returns.
  • Provide accounting, tax and business advice to clients.
  • Liaise with HMRC and Companies House to ensure compliance.
  • Review work of junior team members, offering support and mentoring.
  • Identify advisory and tax planning opportunities and manage deadlines.

Required profile

  • ACA or ACCA qualified.
  • Minimum 3 years recent UK accountancy practice experience.
  • Proven portfolio management experience.
  • Strong knowledge of statutory accounts, corporation tax and self‑assessment returns.
  • Experience reviewing junior staff work.

Required skills

  • IRIS
  • Xero
  • QuickBooks
  • Sage

Questions fréquentes

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Published 1 month ago

Expires 2 days from now

21 views · 0 interested

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Clear Legal & Financial Recruitment

London