Business Advisory Portfolio Manager

2 days ago


Belfast, Ireland beBeeCompliance Full time €40,000 - €60,000

Key Responsibilities:

  • Manage a client portfolio, including year-end and management accounts, budgets, forecasts, and specialist advisory projects.
  • Collaborate with internal teams to ensure effective communication, plan workloads, and meet deadlines and performance standards.

Client Relationships:

  • Develop strong client relationships by providing high-quality service, addressing queries promptly, and identifying opportunities for added support.
  • Contribute to proposals and new business opportunities with up-to-date knowledge of GAAP and FRS 102 1 A.

Requirements:

  • Professionally qualified (ACA/ACCA or equivalent).
  • Proven experience in a similar client-facing accountancy role.
  • Demonstrated ability to manage a client portfolio independently.
  • Strong background in technical compliance and advisory work.
  • Proficiency with technology, including cloud accounting software.

Benefits:

  • Hybrid working
  • Lunchtime finish on Fridays
  • Private medical
  • Bonus opportunities
  • Membership fees covered
  • Competitive pension scheme
  • Competitive holiday allowance


  • Belfast, Ireland beBeeTechnical Full time €55,000 - €75,000

    Business Advisory Professionals support the delivery of high-quality services to diverse clients.Key Responsibilities:Manage client portfolios, overseeing year-end and management accounts, budgets, forecasts, and specialist advisory projects.Develop strong client relationships by ensuring excellent service, addressing queries promptly, and identifying...


  • Belfast, Ireland beBeeExpertise Full time €45,000 - €60,000

    Role Summary:The Assistant Manager of Business Advisory is responsible for overseeing a portfolio of clients, encompassing year-end accounts, budgets, forecasts, and specialized advisory projects.Key Responsibilities:Effectively manage client portfolios to ensure timely delivery and adherence to budget constraints.Nurture strong relationships with clients by...


  • Belfast, Ireland beBeeClient Full time £40,000 - £50,000

    Business Advisory Services LeaderThe role of a Business Advisory Services Manager involves supporting the team in all aspects of a client portfolio, working alongside the client engagement team to ensure timely delivery and high-quality services.Taking ownership of client portfolios, including year-end accounts, budgets, and forecasts;Developing and...


  • Belfast, Ireland beBeeBusiness Full time £40,000 - £50,000

    Business Advisory Services Manager RoleThis exciting opportunity involves working as a key member of a chartered accountancy firm's business advisory services team.Key Responsibilities:Support the client portfolio management process by working alongside the client engagement team to ensure timely delivery and high client satisfaction levels.Take ownership of...

  • Tax Portfolio Manager

    2 weeks ago


    Belfast, Ireland beBeeAccountancy Full time €45,000

    Job OpportunityWe are seeking a skilled and experienced professional to manage a diverse portfolio of personal tax compliance clients.Assist in managing a portfolio of personal tax compliance clients.Identify personal tax planning opportunities and assist in delivering advisory assignments.Play a key role in the delivery of estate planning services to...


  • Belfast, Ireland beBeeCareer Full time €60,000 - €90,000

    Job OpportunityWe are seeking an Advisory Accountant to join our team in Belfast. The ideal candidate will have a strong grounding in accounts preparation and tax within a UK accountancy practice, with excellent communication skills and a proactive, solutions-focused mindset.This is not your typical accounting job - it's an opportunity to work directly with...


  • Belfast, Ireland beBeeTax Full time €45,000 - €65,000

    McG Chartered Accountants is Northern Ireland's largest independent chartered accountancy practice, employing approximately 100 staff across Belfast, Lisburn and Portadown. Our team delivers high-quality business advisory services, audit and accounting services, tax assurance, specialist consultancy services, forensic accounting and corporate finance...


  • Belfast, Ireland beBeeDebt Full time €26,000 - €28,000

    As a debt management professional, you will be responsible for overseeing the financial portfolio, supporting the cash flow process, ensuring timely payment allocation, producing regular reports on overdue balances, and managing new customer credit accounts.The Key Responsibilities:Manage the financial portfolioSupport the cash flow processEnsure timely...


  • Belfast, Ireland beBeeAccountant Full time €60,000 - €80,000

    Strategic Client AdvocateThe Strategic Client Advocate plays a pivotal role in fostering strong client relationships and delivering technical expertise to ensure the success of our clients.Key Responsibilities:Manage a portfolio of clients, including year-end reviews, financial planning, and advisory projects.Develop strong client rapport by ensuring...


  • Belfast, Ireland beBeeAudit Full time €45,000 - €55,000

    Job OverviewThe Corporate Audit Manager plays a pivotal role in ensuring the compliance and efficiency of private sector audit clients.Key Responsibilities:Manage a diverse portfolio of private sector audit clients, maintaining adherence to industry standards and delivering exceptional results.Nurture strong client relationships, acting as a trusted advisor...