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Client Portfolio Manager
Client Portfolio ManagerMichael Page Finance • Merthyr Tydfil, Mid Glamorgan, UK
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Client Portfolio Manager

Client Portfolio Manager

Michael Page Finance • Merthyr Tydfil, Mid Glamorgan, UK
30+ days ago
Job type
  • Full-time
Job description

This is an exciting opportunity for an Accountant to join a professional services firm in Merthyr Tydfil. 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 Details

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

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.

Profile

A successful Accountant should have:

  • Proven experience in general practice accounting within the professional services industry.
  • A recognised qualification in a...
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Client Portfolio Manager • Merthyr Tydfil, Mid Glamorgan, UK

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