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Portfolio Accounts Manager

Job in Independence, Montgomery County, Kansas, 67301, USA
Listing for: Accountantsplus
Full Time position
Listed on 2025-11-28
Job specializations:
  • Accounting
    Tax Accountant, Accounting & Finance
  • Finance & Banking
    Tax Accountant, Accounting & Finance
Job Description & How to Apply Below

Salary: £ Negotiable depending on qualifications/experience and skillset

Location:

Hamilton, Glasgow

Pattern:
Monday-Friday

Hours:

40

Job Description

We are one of Lanarkshire’s largest accountancy practices based in Hamilton. Due to our rapidly expanding workload, we are seeking to recruit a Portfolio Account Manager.

The Portfolio Accounts Manager is a key position within our practice, created in response to continued growth and increasing client demand. You will be responsible for managing a varied portfolio of clients, preparing financial statements, tax returns, and management accounts, while delivering exceptional service and advice.

This position would suit a career orientated individual with a strong work ethic, looking to further their career.

Responsibilities
  • Preparation of Financial Statements for sole traders, partnerships, limited companies
  • Preparation of Corporate and Personal Tax Returns.
  • Preparation of Management Accounts.
  • Corresponding with various organisations on behalf of clients.
  • Dealing with client queries in a professional and timely manner.
  • Experience of accountancy software essential i.e. Iris, Dext, sage, although full training and support will be provided if required.
  • Strong attention to detail and excellent communication skills
  • Ability to work to deadlines and prioritise jobs is key
  • The successful candidate will be reliable, hardworking, able to work on their own initiative and as part of a team.
  • Preferred 3 years work experience with an accountancy firm.
  • Good Microsoft Office knowledge including Excel, Outlook and Word
Training & Support

Accountants Plus see training at the core of every business, understanding and using your financials in the ever-changing business market is key to running a professional business. Regardless of the system, we are expert in setup, installation and use of accountancy software.

Registered Auditors

Registered as auditors in the United Kingdom by the Association of Chartered Certified Accountants

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