Accounts Portfolio Manager

3 days ago


Glasgow, Glasgow City, United Kingdom Lochead Sandford Recruitment Limited Full time
About the Role:
The position of Accounts Portfolio Manager at our company offers a fantastic opportunity to join a dynamic and growing team. Our team provides a very personal and best-practice service covering a wide range of sectors, offering a great deal of client contact helping them build success in their business. As accountancy work is trying to change to meet the new ways of working, we feel that we embrace this more flexible way of working. We are looking for an experienced Accounts/Client Manager to join us and take responsibility for managing a client portfolio and preparing year-end financial accounts with added review of client work, client bookkeeping, and VAT. You will work closely with the Director and the rest of the team to achieve our goals.

Main Responsibilities:
  • Manage a portfolio of clients and provide proactive service to ensure their needs are met.
  • Prepare management accounts with meaningful commentaries to assist clients in effectively running their businesses.
  • Develop and maintain client relationships and contacts.

Requirements:
  • Several years of hands-on UK accountancy practice firm background in general practice-year end accounts preparation, client bookkeeping, VAT, and possibly some basic tax.
  • Ability to prepare annual accounts for sole traders, partnerships, and limited companies, as well as VAT Returns including partial exemption calculations.
  • Proficiency in using various IT accounts systems, such as Quickbooks, Xero, Sage, Iris Lead schedules, and ICAS pack.


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