Client Portfolio Specialist

3 days ago


Axminster, Devon, United Kingdom Westcotts office Full time

The Client Portfolio Specialist role at Westcotts' Axminster office offers a unique opportunity to work with a diverse range of clients and develop your skills in accounts management and business advisory services. As a member of our team, you will be responsible for preparing and reviewing financial statements, providing business set-up services, and offering value-added advice to help clients achieve their goals.

Responsibilities and Requirements
  • Supervise and manage a portfolio of clients to ensure compliance with tax and accounting regulations.
  • Prepare and review financial statements for limited companies, partnerships, and sole traders.
  • Provide business set-up services, including incorporations and HMRC registrations.
  • AAT or ACA/ACCA qualified with experience in accounts preparation and tax computations.

We estimate the salary for this position to be around £38,000-£48,000 per annum, depending on experience. If you are a talented and enthusiastic professional looking to grow your career in accounts management, please submit your application.



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