About this role
Location: Essex
Salary: Up to £50,000 DOE
Job Type: Full-Time, Permanent
An ambitious and growing accountancy practice is looking to appoint an experienced Portfolio Manager to join its established team.
This is an excellent opportunity for a practice professional who enjoys building strong client relationships, managing a diverse client portfolio and supporting the development of junior team members.
The Role
As Portfolio Manager, you will be responsible for managing a varied portfolio of clients, acting as their primary point of contact and ensuring the delivery of high-quality accounting, tax and advisory services.
Key Responsibilities
- Managing a portfolio of SME, limited company, partnership and sole trader clients
- Reviewing statutory accounts, management accounts and tax returns
- Building and maintaining strong client relationships
- Providing proactive business and financial advice
- Managing client deadlines and ensuring compliance requirements are met
- Reviewing work prepared by junior and senior team members
- Supporting, mentoring and developing junior staff
- Identifying opportunities to provide additional services to existing clients
- Working closely with Directors and Partners to support practice growth
Requirements
- Previous experience within an accountancy practice is essential
- Proven experience managing a client portfolio
- Strong knowledge of accounts preparation and tax compliance
- Experience reviewing and supervising the work of others
- Excellent communication and client-facing skills
- Commercially minded with a proactive approach
- Experience using cloud accounting software including Xero, Sage and QuickBooks
- ACA, ACCA or qualified by experience candidates will be considered
What's on Offer?
- Competitive salary up to £50,000 depending on experience
- Clear progression opportunities
- Supportive and collaborative working environment
- Diverse and interesting client portfolio
- Ongoing professional development
- Long-term career prospects within a successful practice
If you're an experienced Portfolio Manager looking to join a forward-thinking accountancy practice where you can make a real impact, we'd love to hear from you. Apply today for a confidential discussion.