Financial Professional with Portfolio Management Expertise

2 days ago


Grimsby, North East Lincolnshire, United Kingdom Blusource Professional Services Ltd Full time

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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