Client Portfolio Manager

Client Portfolio Manager

This is an exciting opportunity for an Accountant to join a professional services firm in Swansea. The role requires expertise in general practice accounting and offers the chance to contribute to a growing team within the accounting and finance department.

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

• 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.

• 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.

• 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 Swansea.
• Excellent career opportunity leading to Partnership for the right person.

• Entry level

• Full‑time

• Finance and Sales

• Accounting

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