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Permanent

Accountant - Portfolio manager

Belfast
money-bag 42000.00-42000.00 Annual
2997268905
Posted 3 days ago

Chartered accountant, practice accountant, part-qualified accountant, general practice, portfolio manager Your new company Hays are delighted to have partnered with a UK wide accountancy umbrella. With more than 2,000 people spanning our clients'' office network, our client provides an extensive spectrum of personalised services, encompassing accounting, audit, tax, advisory, and business services. This role is based in Hillsborough, County Down. As a Chartered Accountant - Portfolio Manager, you will play a pivotal role in managing a diverse portfolio of clients within our small accountancy practice. Your expertise will contribute to the financial success and compliance of our clients'' businesses. This position combines technical accounting knowledge with strong client relationship management skills. Your new role Client Portfolio Management:Oversee a portfolio of clients, including sole traders, partnerships, and limited companies.Provide personalised financial advice and guidance to clients.Ensure timely delivery of year-end accounts, tax returns, and other relevant services.Financial Reporting and Compliance:Prepare and review financial statements, ensuring accuracy and adherence to accounting standards.Assist clients with tax planning, compliance, and regulatory requirements.Monitor changes in tax legislation and communicate their impact to clients.Business Advisory:Collaborate with clients to understand their business goals and challenges.Offer strategic advice on fi

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