Portfolio Manager – Accounting Services

Jobtailor; Arrondissement de Dax; Sur place; EUR 60 000 - 90 000; Plein temps

Résumé du poste

Jobtailor in France seeks an experienced accounting professional to manage client portfolios including sole traders, artisans and firms. You will prepare VAT returns, annual accounts and tax packages, and present financial statements to clients.

You will also lead a team of 3–4 people, train junior staff, and develop best practices while ensuring compliance with professional standards and leveraging digital accounting tools.

Qualifications

• Bachelor's degree +1 year postgraduate study or Master's degree.
• At least 5 years of experience in a similar role.
• Experience in an accounting firm preferred.
• Methodical and well organized.
• Excellent interpersonal skills.

Responsabilités

• Manage a client portfolio comprising sole traders, artisans and commercial companies.
• Prepare VAT returns, annual accounts and tax packages.
• Prepare and present financial statements.
• Prepare income tax returns.
• Provide hands-on advice and manage client relationships.
• Prepare interim accounts, forecasts, dashboards and business plans.
• Manage a team of 3 to 4 people.
• Develop best practices within the firm.
• Train junior staff.
• Contribute to the advisory services provided to business owners.
• Comply with professional standards and internal procedures.
• Serve as the technical point of reference for team members.
• Act as the liaison between partners and team members.
• Take technical responsibility for work performed for portfolio clients.
• Use digital tools for clients' accounting monitoring and administrative organization.

Connaissances

Client Portfolio Management

Financial Statement Preparation

Team Leadership

Advisory Services

Digital Tools Utilization

Formation

Bachelor's Degree

Master's Degree

Outils

Digital Accounting Tools

Description du poste

• Manage a client portfolio comprising sole traders, artisans and commercial companies
• Prepare VAT returns, annual accounts and tax packages
• Prepare and present financial statements
• Prepare income tax returns
• Provide hands-on advice and manage client relationships
• Prepare interim accounts, forecasts, dashboards and business plans
• Manage a team of 3 to 4 people
• Develop best practices within the firm
• Train junior staff
• Contribute to the advisory services provided to business owners
• Comply with professional standards and internal procedures
• Serve as the technical point of reference for team members
• Act as the liaison between partners and team members
• Take technical responsibility for work performed for portfolio clients
• Use digital tools for clients' accounting monitoring and administrative organization

Requirements

• Bachelor's degree plus 1 year of postgraduate study or Master's degree
• At least 5 years of experience in a similar role
• Experience in an accounting firm preferred
• Methodical and well organized
• Excellent interpersonal skills
• Proactive and able to make recommendations
• Strong interest in digital technologies
• Strong technical and management skills
• Passion for advising and supporting clients

Core Competencies

Demonstrates expertise in managing client portfolios, preparing financial statements, and providing advisory services while ensuring compliance with professional standards. Capable of leading a team, training junior staff, and utilizing digital tools for effective accounting and administrative organization.

Highest-signal resume keywords

• Client Portfolio Management
• Financial Statement Preparation
• Team Leadership
• Advisory Services
• Digital Tools Utilization

Hard Skills

• VAT Returns Preparation
• Income Tax Returns Preparation
• Annual Accounts Preparation
• Interim Accounts Preparation
• Forecasting
• Business Plan Development
• Technical Responsibility
• Compliance with Professional Standards

Soft Skills

• Excellent Interpersonal Skills
• Proactive Recommendations
• Methodical Organization

Certifications & Qualifications

• Bachelor's Degree
• Master's Degree

Industry Keywords

• Accounting Firm Experience
• Client Relationship Management
• Advisory Services
• Best Practices Development

Tools & Technologies

• Digital Accounting Tools