Day-to-Day Client Portfolio Expert

3 weeks ago


Weybridge, Surrey, United Kingdom Bennett and Game Recruitment LTD Full time

Bennett and Game Recruitment LTD seeks a Day-to-Day Client Portfolio Expert to join their team in the Weybridge office. This role offers a competitive salary of up to £55,000 per annum and hybrid working arrangements.

Job Description:
  • Manage a diverse portfolio of clients, preparing statutory year-end accounts and tax returns
  • Provide technical support for tax efficient remuneration planning
  • Bill and manage WIP
  • Prepare management accounts

The successful candidate will be an experienced and confident accountant with a strong understanding of accounting principles and taxation laws. A minimum of 3 years' experience in Accountancy Practice is required, preferably with ACCA or ACA qualification.



  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment LTD Full time

    Job Title: Client Portfolio ManagerAbout the Role:We are seeking an experienced Client Portfolio Manager to join our team based in Weybridge. As a Client Portfolio Manager, you will be responsible for managing a diverse portfolio of clients, preparing statutory accounts, reviewing financial statements, and dealing with queries in a client-facing role.About...


  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment LTD Full time

    Expert Financial Professional Wanted">We are seeking an expert financial professional to manage a diverse portfolio of clients, prepare statutory accounts, and review financial statements in a client-facing environment.About the Role">This is an excellent opportunity to utilise your financial expertise and work with our esteemed clients. Your main...


  • Weybridge, Surrey, United Kingdom Austin Fraser Full time

    Job Overview: We are seeking a skilled Client Accountant to join our Weybridge office. The successful candidate will be responsible for managing a portfolio of clients, preparing statutory accounts, and providing expert technical advice. This is a fantastic opportunity to develop your skills and work with a reputable accountancy practice.As a Client...


  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment Full time

    Job Title: Financial Portfolio ManagerThe role of a Financial Portfolio Manager is to oversee the day-to-day management of client portfolios based in Weybridge. This opportunity offers up to £55,000 plus hybrid working arrangements.This position requires experience within an Accountancy Practice, up-to-date tax knowledge, and qualifications such as ACCA,...


  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment LTD Full time

    Company OverviewBennett and Game Recruitment LTD is a reputable recruitment agency operating across the UK, specializing in technical placements.Job SummaryWe are seeking an experienced and confident Client Accountant to manage a diverse portfolio of clients based in the Weybridge office. The ideal candidate will have excellent communication skills and be...


  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment LTD Full time

    Our ideal candidate is an experienced and confident Financial Portfolio Manager to oversee a diverse portfolio of clients in the Weybridge office. The role comes with a competitive salary of up to £55,000 per annum, offering hybrid working arrangements.Job Responsibilities:Full management responsibility for all aspects of client portfoliosReview and prepare...


  • Weybridge, Surrey, United Kingdom Pro Talent Full time

    Job DescriptionWe are seeking an experienced Financial Planning Expert to join our team at Pro Talent. As a key member of our team, you will be responsible for managing a portfolio of personal tax clients.Key Responsibilities:Manage a portfolio of personal tax clients, providing expert advice and guidance to ensure their financial planning needs are...


  • Weybridge, Surrey, United Kingdom Michael Page (UK) Full time

    About Our CompanyMichael Page (UK) is a leading recruitment agency that partners with top-tier clients across various industries.We are currently seeking an experienced Financial Portfolio Specialist to join our team.As a Financial Portfolio Specialist, you will be responsible for preparing financial reports across the portfolio, providing comprehensive...


  • Weybridge, Surrey, United Kingdom Perrott Partners Recruitment Ltd Full time

    An exceptional opportunity awaits for an experienced Client Accounts Manager to transition into a senior leadership position at Perrott Partners Recruitment Ltd.About the RoleThis role offers a chance to grow professionally in a dynamic environment, overseeing a diverse portfolio of SME clients and contributing proactively to fee development through...


  • Weybridge, Surrey, United Kingdom The Recruitment Crowd (Yorkshire) Limited Full time

    We are seeking highly skilled and experienced HGV Class 2 Drivers (CAT C) to join our esteemed client's team based in the Weybridge area. As a key member of the team, you will be responsible for ensuring the safe and efficient transportation of goods to various destinations across the region.In return for your expertise, we offer a competitive salary of...


  • Weybridge, Surrey, United Kingdom Fletcher George Full time

    Key ResponsibilitiesYou will provide day-to-day assistance to the Tax Manager and support your own portfolio of clients.As a Chartered Accountant, you will be responsible for providing expert tax advice and guidance to clients.You will also have the opportunity to get involved in one-off tax planning work.In return for your hard work, you will be rewarded...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    We are looking for a highly skilled Financial Statement Expert to join our team at Fletcher George Financial Recruitment.Job OverviewIn this role, you will be responsible for overseeing the preparation and review of financial statements for a portfolio of clients, including larger SMEs and more complex groups with international interests. You will have the...

  • Tax Expert Role

    7 days ago


    Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    We are currently seeking a driven and accomplished Tax Accountant to fill this challenging yet rewarding position. The chosen candidate will be responsible for handling a diverse range of tax clients, from high-net-worth individuals to small businesses. Your primary duties will involve supporting your own client portfolio and providing expert advice to...


  • Weybridge, Surrey, United Kingdom Michael Page (UK) Full time

    About This OpportunityWe are seeking an experienced Financial Portfolio Specialist to manage financial reports and ensure compliance with financial regulations and standards.This is a fantastic opportunity for someone who wants to grow their career in accounting and finance.The ideal candidate will have a strong background in Accounting and Finance, with...


  • Weybridge, Surrey, United Kingdom Bennett and Game Recruitment Full time

    Job OverviewWe are seeking an experienced Client Accountant to manage a diverse portfolio of clients in our Weybridge office.Key Responsibilities:Review and prepare statutory accounts, financial statements, and corporate tax returns.Liaise with clients and provide technical advice on tax planning and management support.Manage billing, WIP, and other ad hoc...


  • Weybridge, Surrey, United Kingdom Fletcher George Full time

    About the JobWe are seeking a highly skilled tax professional to join our team as a senior tax accountant. The ideal candidate will have experience working with high-net-worth individuals, trusts, and inheritance tax.You will support your own portfolio of clients, which will include corporate tax work involving small to medium-sized privately owned...


  • Weybridge, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Job Description:We are seeking a highly skilled Financial Management Expert to join our team at Fletcher George Financial Recruitment. In this role, you will be responsible for overseeing financial operations, developing business strategies, and managing a portfolio of clients. Your expertise in financial management will be essential in driving business...


  • Weybridge, Surrey, United Kingdom KBM Training & Recruitment Full time

    About the RoleWe are currently looking for an experienced Audit Portfolio Lead to join our team at KBM Training & Recruitment. The successful candidate will have a strong background in external auditing, excellent leadership skills, and a proven track record of delivering high-quality results.As a key member of our team, you will be responsible for leading...


  • Weybridge, Surrey, United Kingdom TPF Recruitment Full time

    Overview of the JobIn this role, you will lead the accounting team in preparing and submitting financial statements for a portfolio of entities. As an experienced accountant, you will be responsible for overseeing the entire process, from initial planning to final submission.About the TeamThe accounting team at TPF Recruitment is dedicated to providing...


  • Weybridge, Surrey, United Kingdom Heat Recruitment Ltd Full time

    Job Summary:We are seeking a highly motivated Group Risk Products Expert to join our Employee Benefits / Corporate team at Heat Recruitment Ltd in Weybridge. As a key member of the team, you will provide client-facing support to corporate consultants and help develop the team's expertise in Group Risk products, Medical benefits, and Pension products for...