Qualified Accounts Portfolio Manager

Our clientis one of the fastest growing independent accounting and business advisory firms in the UK and is listed as a Top 100 Accountancy Firm by Accountancy Age. They now have an exciting opportunity for a Qualified Accounts Portfolio Manager to join their team based in Kettering. 

Your role will be to manage a portfolio of clients and drive the delivery of accounting and tax planning solutions to these clients.  Building relationships that will allow you to deliver projects and grow members of the team effectively. Providing unique, tailored solutions to key clients, in particular within the Agriculture and Property industries.

Responsibilities:

• To provide exceptional levels of service to clients in a wide variety of areas, on a cost-effective & timely basis.
• Responding to client queries, and those from third parties (e.g. HMRC) promptly.
• Seeking to gain experience/ progress role and those of other staff by seeking to take more advanced work from partners and delegating more routine work to others, thereby aiding cost-effectiveness and adding to interest/ training of all within the team.
• Developing knowledge of clients and their businesses so as to become their point of contact on day-to-day matters.
• Reviewing accounts and tax returns prepared by more junior staff. Includes corporate and unincorporated clients.
• Assisting with the management of the department to meet l objectives through planning,which includes completing staff appraisals, monitoring and effective delegation, utilising the skills and knowledge within the existing team and sourcing additional knowledge. 
• Completing staff appraisal forms providing feedback (good and bad) and training as required.
• Seeking to identify business and tax planning opportunities, VAT issues, NIC issues, business planning points, etc as part of the review process. Drawing to the attention of partners/clients as appropriate. Preparation of necessary reports/ computations etc, liaising with other professional advisers as required.
• Assisting partners with specific assignments- e.g. business planning, advisory and tax matters.
• Assisting partners in controlling WIP within the section by progressing work to completion/ billing point swiftly. Liaising with partners re WIP and raising bills/ assisting as required.
• Monitoring progress against deadlines and ensuring these are met- e.g. company reporting, P11ds, tax returns, etc
• Ensuring work is planned and progressed in an efficient, timely and cost effectively by liaising with Partners and supervising staff.

Key Skills & Qualifications: 

• ACA; ACCA or CTA Qualification or equivalent experience
• Minimum of 3 years Accounts and Tax experience within a Practice environment
• Experience at manager level within a Practice environment is desirable
• Ability to review and complete accounts and personal tax files quickly and efficiently
• In depth knowledge of accounts preparation and taxation knowledge
• Strong computer literacy with solid MS Office product knowledge
• Strong active listening skills
• Excellent problem resolution skills and ideas generation ability
• Strong marketing, networking, and business development skills
• Pro-active management skills, resulting in high performance teams
• Strong presence
• Excellent communication skills, ability to build rapport and trust quickly with others
• Highly confidential
• Good networker
• Resilient and energetic
• Achiever and self-motivated
• Analytical - quick thinker
• Live within commuting distance of the office
• Able to work outside normal hours as required

Benefits:

• Excellent culture and values-driven environment
• Career progression
• Enhanced Employer Pension Contribution
• 23 days' holiday per annum plus Bank Holidays (Increases with length of service)
• Life assurance & Private Medical Insurance
• Flexible working around core hours
• Medical Cash Plan
• Comprehensive Employee Assistance Programme (EAP)
• Electric car scheme (salary sacrifice)
• Enhanced Maternity
• Free car parking

Salary:

• £55,000 - £65,000

If you would like to apply for this exciting opportunity or to find out more, please call Sharna on or email