Client Portfolio Manager
CV-LibraryMerthyr TydfilpermanentPosted: 23 March 2026
Apply NowThis 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 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.Job 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 Merthyr Tydfil.
Excellent career opportunity leading to Partnership for the right personIf you are an Accountant looking to grow your career within the professional services sector, we encourage you to apply today
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 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.Job 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 Merthyr Tydfil.
Excellent career opportunity leading to Partnership for the right personIf you are an Accountant looking to grow your career within the professional services sector, we encourage you to apply today