As a Client Portfolio Manager in the professional services industry, you will oversee the management of client portfolios, ensuring the delivery of accurate and timely accounting services. This role is based in Chipping Sodbury and offers a great opportunity to utilise your expertise in accounting and finance.

Client Details

This organisation is a well-established, small-sized professional services firm specialising in accounting and finance. They are committed to providing exceptional service to their clients and fostering a supportive and professional working environment for their team.

Description

Manage a diverse portfolio of clients, ensuring their needs are met effectively and efficiently.
Prepare and review financial statements and reports for accuracy and compliance.
Provide expert advice on accounting and finance matters to clients.
Ensure all client accounts comply with relevant regulations and standards.
Oversee tax planning and compli...