Address
Form of work
SalaryA growing and highly reputable accountancy practice based in Exeter has a requirement for a Portfolio Manager to join them as a key addition taking on the delivery, review and management of accounts, tax and wider all around service provision, managing teams and working closely with the Partners as key, right hand support with a clear progression path on offer.
Client Details
Based in Exeter this chartered accountancy firm has developed an excellent reputation and is undergoing very positive growth and the firms partners are looking for a key right hand support who can lead on the management and delivery of accounting/tax and wider services, along with adding value to clients on advisory and planning projects. The firm has a clear team focused ethos and culture with long serving staff. A progression path is on offer as well, with a route to develop within this successful firm.
Description
Joining this firm as Portfolio Manager you will bring your background as an all-rounder, accounts and tax accountancy practice professional to service a wide range of sole traders, partnerships and significant number of limited company OMBs, SMEs across varying industries and turnovers, managing the full delivery and building client relationships. Alongside managing the compliance and delivery on this side, working with your team in a review/mentoring and training capacity, you will also lead on delivering added value, advisory and planning work to clients. You will carve a career within this firm as key support to the firms partners carving an influential role and career within this leading firm.
Profile
For this Portfolio Manager role you will hold any of the AAT, ACA /ACCA/ CTA qualifications etc, or have developed your career entirely through experience alone, with a strong background in accountancy practice having developed your career to the manager levels. You will have an all-around accounts/tax career background gained within any of small, medium/large accountancy firm environments as an all-round general accountancy practice professional and you will be seeking a move with a career progression path on offer.
Job Offer
Circa GBP40,000- GBP50,000 dependent on the background experience and level of the right professional, plus benefits, negotiable. Please apply online and for a further confidential discussion please contact Mark Bailey on to find out more.
