Financial Professional with Portfolio Management Expertise
2 days ago
About the Role:
We are seeking an exceptional accountant to join our team at Blusource Professional Services Ltd as a Client Manager.
Key Responsibilities:
- Client Engagement: Lead client meetings to identify new opportunities, nurture existing relationships, and provide business support.
- Portfolio Management: Oversee a diverse portfolio of clients, ensuring timely and accurate preparation of annual accounts, tax returns, and compliance with HMRC and Companies House requirements.
- Tax Services: Prepare and submit self-assessment tax returns, HMRC Let Property Campaign returns, and 60-day CGT reports, ensuring clients remain fully compliant.
- Financial Operations: Support clients with bookkeeping, VAT returns, CIS, and payroll services as required, while maintaining precise and up-to-date financial records.
- Pricing Strategy: Develop and implement pricing strategies to ensure profitability for both new and existing clients.
- Business Development: Represent the firm at networking events and meetings, raising awareness of our services and fostering new business opportunities.
Requirements:
- A proactive, self-motivated accountant with a passion for client engagement.
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