Practice Management Specialist

5 days ago


Ellesmere Port, Cheshire, United Kingdom Austin Fraser Full time

Austin Fraser is currently recruiting for a Portfolio Manager - Financial Services to join our dynamic team in Ellesmere Port.

The estimated salary for this role is £43,500 per annum, plus great company benefits.

We are seeking an experienced accountant with a strong background in financial services to manage a portfolio of clients, including SMEs and individuals.

Key responsibilities include:

  1. Managing client relationships and providing exceptional customer service.
  2. Preparing and reviewing financial statements, including annual statutory accounts and corporation tax returns.
  3. Preparing and reviewing Self-Assessment Tax Returns, VAT returns, and management accounts.
  4. Overseeing client deadlines and managing your own workload.

The ideal candidate will be fully qualified (AAT, CIMA, ICAS, ACCA, ACA) with experience in sole trader, partnership, and limited company accounts, particularly in a busy practice setting.



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