Portfolio Management Accountant

5 days ago


Warrington, Warrington, United Kingdom Clear IT Recruitment Full time

Job Opportunity

We are Clear Legal and Financial Recruitment, a leading recruitment agency for the legal and financial sectors. We are seeking an experienced Portfolio Management Accountant to join our team as an AAT Trainee Accountant.

Job Description:

The successful candidate will be responsible for managing a portfolio of clients, including Limited companies, Sole traders, partnerships, and LLPs. They will also supervise trainees and assist the manager group with ad-hoc assignments.

Key Responsibilities:

  • Preparation of year-end accounts for Limited companies, both FRS102a and FRS105
  • Preparation of Sole trader, partnership, and LLP accounts
  • Completion of corporate, personal, and partnership tax returns
  • Assisting manager group with ad-hoc assignments such as cash flow forecasts
  • Management accounts
  • Supervising trainees

Requirements:

  • ACA or ACCA qualified with a proven track record of managing clients
  • Excellent computer skills, including Xero, Sage, Accounting, and Taxation software

Benefits:

  • 27 days holiday per year (excluding bank holidays)
  • Your birthday off every year
  • Employee assistance program
  • Life assurance cover (4 x annual salary)
  • Long service awards
  • Free parking
  • Flexible working
  • Enhanced maternity and paternity pay
  • Salary sacrifice scheme
  • Competitive salaries (£35,000 - £45,000 per annum)
  • A series of health and wellbeing initiatives throughout the year
  • Comprehensive development, management, and leadership training programmes


  • Warrington, Warrington, United Kingdom Clear IT Recruitment Full time

    Clear IT Recruitment is seeking a highly skilled Financial Portfolio Manager to join our team in Warrington, Cheshire. As an ambitious professional, you will be responsible for managing a portfolio of clients and leading the audit team. Your key responsibilities will include:Managing a portfolio of clients, reporting to partners and directorsReviewing...


  • Warrington, Warrington, United Kingdom CV-Library Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Portfolio Manager to join our team. The successful candidate will be responsible for managing a portfolio of clients, leading and developing members of our audit team, and working closely with partners and directors.About the RoleManage a portfolio of clients, providing expert financial...


  • Warrington, Warrington, United Kingdom Clear IT Recruitment Full time

    OverviewAn excellent opportunity has arisen for an ambitious Senior Accountant to join our team in Warrington, Cheshire. This role involves managing a portfolio of clients and leading the development of members of our audit team.


  • Warrington, Warrington, United Kingdom Clear IT Recruitment Full time

    Company OverviewThe Clear IT Recruitment team is excited to present an excellent opportunity for a skilled Accounts Manager to join our clients Warrington, Cheshire offices. This role involves managing a portfolio of clients, leading and developing members of the audit team, working closely with partners and directors.SalaryThe estimated salary for this...


  • Warrington, Warrington, United Kingdom Clear IT Recruitment Full time

    Clear IT Recruitment - ACCA Audit ManagerAn ambitious Audit Manager is required to join our talented team at Clear IT Recruitment, managing a portfolio of audit clients focused on family and owner-managed businesses across various industries in the North-West region. This role involves leading and developing a team of auditors, working closely with partners...


  • Warrington, Warrington, United Kingdom Public Practice Recruitment Ltd Full time

    Job SummaryWe are seeking an experienced Financial Portfolio Lead to join our team at Public Practice Recruitment Ltd.This is a key leadership role, responsible for overseeing a diverse portfolio of clients, including monitoring all commercial aspects of portfolio management.The successful candidate will be a strong communicator, able to build enhanced...


  • Warrington, Warrington, United Kingdom oilandgasjobsearch Full time

    About UsTotalEnergies is a leading player in the oil and gas industry, with a strong expertise in trading. Our European trading hub is located in Geneva, bringing together large teams around trading activities.Job OverviewWe are looking for a Data Science and Portfolio Risk Management Specialist to join our team. As a key member of our Trading Energy...


  • Warrington, Warrington, United Kingdom CV-Library Full time

    About the RoleWe are seeking a skilled Accounts Manager to manage a portfolio of clients and lead a team of auditors at our offices in Warrington, Cheshire.


  • Warrington, Warrington, United Kingdom Serco Full time

    About the JobWe have an exciting opportunity for a Portfolio Cleaning Specialist to join our team. As part of this role, you will be responsible for managing a portfolio of properties and ensuring that they are cleaned to a high standard. Job Description:Cleaning and maintaining properties to a high standard.Providing excellent customer service and ensuring...

  • Financial Manager

    16 hours ago


    Warrington, Warrington, United Kingdom VIP Computer Centre Ltd Full time

    At VIP Computer Centre Ltd, we are seeking a skilled Financial Manager to oversee our accounts receivable function. This Senior Credit position comes with an estimated salary of £55,000 - £65,000 per annum.About the RoleWe are looking for an experienced credit professional who can effectively manage a full range of customers from large retailers to small...


  • Warrington, Warrington, United Kingdom Clear IT Recruitment Full time

    An exciting opportunity has arisen for a skilled Semi-Senior Accountant to join our team in Cheshire. The successful candidate will manage a portfolio of clients, lead and develop members of our audit team, and work closely with partners and directors. Key responsibilities include preparing year-end accounts for Limited companies, completing corporate and...

  • Senior Accountant

    4 weeks ago


    Warrington, Warrington, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    About the OpportunityJoin one of our esteemed clients in Warrington as an Audit and Accounts Senior. This exciting opportunity offers a chance to work on high-profile clients, including those with annual turnovers of at least £20m.As a key member of the team, you will be responsible for taking on a supervisory role for a designated client portfolio,...


  • Warrington, Warrington, United Kingdom Everpool Recruitment Full time

    About the RoleWe are seeking a highly skilled Account and Data Manager to join our team at Everpool Recruitment. The successful candidate will be responsible for nurturing and developing client relationships, ensuring they receive exceptional service, and acting as their main point of contact.The ideal candidate will have excellent communication skills, good...


  • Warrington, Warrington, United Kingdom Agility Resoucing Full time

    Agility Resoucing is seeking a highly experienced Senior Accountant to join our team. As a key member of our accounting department, you will be responsible for providing exceptional accounting, tax, and financial services to small businesses.Key ResponsibilitiesManage client relationships and build strong client rapport.Prepare year-end accounts, corporation...

  • Senior Tax Accountant

    3 weeks ago


    Warrington, Warrington, United Kingdom Agility Resoucing Full time

    Agility Resoucing is seeking a highly skilled Senior Tax Accountant to join our team based in Warrington. As a key member of our accountancy practice, you will be responsible for providing expert accounting and tax services to businesses and individuals.The ideal candidate will have a minimum of two years' experience working in a busy public practice...

  • Accounting Expert

    4 weeks ago


    Warrington, Warrington, United Kingdom CMR Jobs Limited Full time

    Career Advancement OpportunityThis Senior Client Accountant position presents a unique chance to grow professionally in a dynamic and expanding practice. With a focus on client satisfaction and technical excellence, we seek an experienced and skilled individual to take on key responsibilities.Job Responsibilities:Managing client portfolios, including...


  • Warrington, Warrington, United Kingdom Clear IT Recruitment Full time

    We are currently looking for an experienced ACCA Apprentice Accountant to join our team at Clear IT Recruitment. As an ACCA Apprentice Accountant, you will play a key role in managing a portfolio of clients, leading and developing members of our audit team, and working closely with partners and directors.Your responsibilities will include preparation of...

  • Senior Accountant

    4 weeks ago


    Warrington, Warrington, United Kingdom CMR Jobs Limited Full time

    Job Title: Senior Client AccountantAn exciting opportunity to progress your career as a technical accountant in a fast-growing practice.We are seeking an experienced and knowledgeable Senior Client Accountant to join our team. As the lead accountant, you will be responsible for client-facing accounting works for a portfolio of clients requiring Bookkeeping,...


  • Warrington, Warrington, United Kingdom Clear IT Recruitment Full time

    Are you an ambitious and experienced ACCA Apprentice Accountant looking for a new challenge? Do you have a proven track record of managing clients and a strong background in accounting and auditing? If so, we want to hear from you!As an ACCA Apprentice Accountant at Clear IT Recruitment, you will be responsible for managing a portfolio of clients, leading...

  • Accounting Manager

    5 days ago


    Warrington, Warrington, United Kingdom CV-Library Full time

    Achieve Career Success as an Accounting ManagerChester-based CV-Library is expanding its team and seeking an experienced accountant to take on a key management role. As an accounting manager, you will lead accounting engagements from start to finish, manage client relationships, and drive project delivery to meet deadlines and budgets.This is a great chance...