Portfolio Manager

Job Title: Portfolio Manager Company: Accountants based in Chard - Remote Salary: GBP45,000 - GBP60,000 per annum Job Summary: We are seeking a skilled and experienced Portfolio Manager to join our team of accountants in Chard. As a Portfolio Manager, you will be responsible for managing a diverse portfolio of clients, supporting the Directors in providing accounting and tax services, and ensuring that client expectations are met in a timely and efficient manner. The ideal candidate will have experience in accountancy practice, preferably with medical client experience, and be capable of independently managing a portfolio of accounts. Responsibilities: Manage a portfolio of clients, ensuring their accounting and tax needs are met Support the Directors in delivering a range of accounting and tax services Interact with clients on a day-to-day basis, acting as the main contact person Mentor and train junior staff members Maintain a keen eye for detail and ensure accuracy in all deliverables Demonstrate a positive and can-do attitude, with a willingness to learn Work independently, prioritize tasks, and meet deadlines effectively Be outgoing, confident, and able to handle work pressure efficiently Take initiative, demonstrate organizational skills, and be proactive in problem-solving Work well as part of a team, while maintaining a professional approach Possess good knowledge of Excel and Word, with the ability to learn new IT skills Exhibit excellent verbal and written communication skills Requirements: Essential Experience: Qualified ACCA or ACA preferred, but proven practice experience is acceptable Minimum of 5 years of relevant experience Must be eligible to work in the UK Essential Skill Requirements: A keen eye for detail and accuracy Positive and can-do attitude with a willingness to learn Resilient, able to work independently, and prioritize tasks effectively Outgoing, confident, and able to perform under pressure Takes initiative, demonstrates organizational and time management skills, and meets deadlines Professional and a team player Good knowledge of Excel and Word Excellent verbal and written communication skills Ability to learn new IT skills Desirable Experience: Previous experience in managing a portfolio of clients Knowledge or experience in medical accounting Recent practical experience in producing accounts and dealing with clients directly Experience in training junior staff or managing a team Benefits: Competitive salary with regular salary reviews 25 days of annual leave, plus bank holidays Private medical cover upon completion of a probationary period Company pension scheme Hybrid working available (subject to qualifying criteria) Free on-site parking Sick pay Cycle-to-work scheme Registered Mindful Employer Opportunities for further qualifications and career progression Part-time work considered Please note that the above job description may not be exhaustive and you may be required to undertake additional responsibilities as requested by the company. To apply, please submit your CV and a cover letter outlining your suitability for the role.