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Form of work
SalaryAre you an experienced Portfolio Manager, looking for a company that offers longevity with a forward thinking approach? Looking for a breath of fresh air? Somewhere that understands work/life balance and appriciates your hard work?
Reporting to the Client Director, you will be responsible for managing a portfolio of clients and will be at the forefront of developing their accountancy service offering.
Our client want someone who is looking for a hands-on, client facing role with a dynamic and growing accountancy practice, with opportunities to develop and progress within the firm.
The main purpose of the role is to provide professional financial advice and exceptional service to accounting clients, which comprise mainly of small owner-managed businesses. You will also have significant involvement in assigning and reviewing draft accounts prepared by the trainee accountants within the team.
Responsibilities
- Managing a portfolio of clients
- Tracking job progress and billing targets
- Monitoring deadlines
- Preparation of accounts for sole traders, partnerships and limited companies
- Preparation of income tax computations and returns for individuals and partnerships
- Preparation of corporation tax computations and returns
- Building a positive working relationship with clients and the practice
- Ensure compliance with all financial regulations
- Use of computer software including IRIS, Sage, Xero and QuickBooks
- Ensuring work is completed to a high standard and on time
- Dealing with any client queries in a timely and efficient manner
- Assisting colleagues and trainees within the team with development and technical advice
- Undertake such other duties that are required commensurate with the role
We want you
- Fully qualified accountant (ACA/ACCA) with ideally 3 years post qualified experience in a practice environment
- Exceptional interpersonal skills and able to successfully communicate with people at all levels, both financial and non-financial
- Excellent reporting skills
- Confidently able to offer recommendations and advice to our clients.
- Highly competent with outstanding commercial acumen and a solid grasp of business aims and objectives
- Demonstrable experience and a proven track record in a similar role
- A full UK driving licence is essential
