Client Portfolio Specialist

3 weeks ago


Sheffield, Sheffield, United Kingdom Barber Mclelland Ltd Full time

Job Summary

We are seeking an experienced Client Portfolio Manager to join our team at Barber Mclelland Ltd. As a key member of our accounting team, you will be responsible for managing a diverse portfolio of clients, providing expert financial guidance and support to help them achieve their business goals.

About the Role

The successful candidate will have a strong background in accounting and finance, with a minimum of 6 years' experience working within a firm of accountants. You will be responsible for:

  • Managing a varied client portfolio of small to medium-sized owner-managed businesses
  • Preparing Year-End and Management Accounts
  • Preparing Management Information
  • Preparing personal and corporate tax returns
  • Providing commercial business support

Requirements

To be successful in this role, you will need:

  • ACA/ACCA qualification or equivalent
  • Minimum 6 years' experience working within a firm of accountants
  • Strong experience in statutory and management accounting
  • Excellent communication and interpersonal skills

What We Offer

We offer a competitive salary of between £45,000 and £60,000, flexible working hours, and a supportive team environment. If you are a motivated and experienced accounting professional looking for a new challenge, we would love to hear from you.


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