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Client Portfolio Manager

Cardiff Permanent £35,000 - £450,000 per year View Job Description
This is an exciting opportunity for an Accountant to join a professional services firm in Cardiff. The role requires expertise in general practice accounting and offers the chance to contribute to a growing team within the accounting and finance department.
  • Client Accountant opportunity successful firm
  • Opportunity to join a successful firm offering excellent career prospects

About Our Client

This professional services firm is a well-established organisation with a strong presence in Cardiff. They are a medium-sized company specialising in delivering high-quality accounting and finance solutions to a diverse client base.

Job Description

  • Prepare and review financial statements and reports for clients in compliance with regulations.
  • Manage general practice accounting tasks, including bookkeeping and reconciliations.
  • Assist clients with tax planning and submission of tax returns.
  • Support audits and liaise with external auditors when required.
  • Provide advice and guidance on financial matters to clients.
  • Ensure compliance with accounting standards and company policies.
  • Work closely with the accounting and finance team to meet client deadlines.
  • Identify opportunities for improving processes and efficiency within the department.

The Successful Applicant

A successful Accountant should have:

  • Proven experience in general practice accounting within the professional services industry.
  • A recognised qualification in accounting or finance.
  • Strong knowledge of accounting software and tools.
  • Excellent analytical and problem-solving skills.
  • Attention to detail and accuracy in financial reporting.
  • Ability to work collaboratively within a team environment.
  • Proactive approach to managing client relationships and expectations.

What's on Offer

  • A competitive salary range of £35,000 to £50,000, depending on skills and experience.
  • Generous holiday allowance to support work-life balance.
  • Some flexibility in working arrangements to suit individual needs.
  • Opportunities for professional development and career progression.
  • A supportive and collaborative work environment in Cardiff.
  • Excellent career opportunity leading to Partnership for the right person



If you are an Accountant looking to grow your career within the professional services sector, we encourage you to apply today.

Contact
Brent Slocombe
Quote job ref
JN-092025-6843129
Phone number
+441179271443

Job summary

Job function
Accounting
Subsector
Accounts Other
Sector
Business Services
Location
Cardiff
Contract type
Permanent
Consultant name
Brent Slocombe
Consultant phone
+441179271443
Job reference
JN-092025-6843129