Accounts Portfolio Manager

Clear IT Recruitment Ltd; Exeter; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic Accounts Portfolio Manager to oversee a diverse client portfolio. This senior role requires a technically proficient individual with a passion for client service, capable of leading a team and ensuring compliance with UK accounting standards. The ideal candidate will have strong analytical skills and business acumen, contributing to continuous improvement initiatives. With a competitive salary and a range of benefits including a generous holiday allowance and professional development opportunities, this position offers a rewarding career path in a supportive environment.

Benefits

Holiday allowance of 23 days plus bank holidays

Company pension scheme

Death in service cover

Professional development

Agile working

Personal health cash plan

Qualifications

• Qualified ACA or ACCA with managerial experience.
• Strong knowledge of UK accounting standards and tax legislation.

Responsibilities

• Oversee a portfolio of clients and ensure financial compliance.
• Lead a team and manage client relationships effectively.

Skills

UK accounting standards (UK GAAP and/or IFRS)

Client-focused communication

Analytical skills

Business acumen

Leadership and mentoring ability

Education

ACA Qualified

ACCA Qualified

Tools

Accounting software proficiency

Job description

My client is a Top 40 firm of Chartered Accountants. As a leading firm of Chartered Accountants, they look after the accountancy, tax planning, and business advisory needs of their clients (individuals, businesses, and third sector organisations both in the UK and overseas).

They are seeking an Accounts Portfolio Manager to join their team and take charge of a broad portfolio of clients. This is a senior position ideal for someone who is both technically strong and passionate about client service.

Key Responsibilities

1. Overseeing a portfolio of clients
2. Financial reporting and compliance
3. Strategic advisory
4. Client relationship management
5. Team leadership and mentoring
6. Quality control and compliance: Take responsibility for the quality of work produced by your team, implementing review processes to ensure compliance with UK GAAP/IFRS and the latest tax legislation. Stay up to date with any changes in accounting standards or tax law and ensure the firm’s services adapt accordingly.
7. Continuous improvement: Work with the directors and senior management team to identify opportunities to improve internal processes or enhance the client service experience.

About You

1. ACA or ACCA Qualified
2. Practice and managerial experience
3. Technical skills: Strong knowledge of UK accounting standards (UK GAAP and/or IFRS)
4. Software proficiency
5. Leadership and mentoring ability
6. Client-focused communication
7. Analytical and organized
8. Business acumen

Benefits

1. Competitive salary (DOE)
2. Holiday allowance of 23 days plus bank holidays, with an additional day for your birthday
3. Pension & Financial: Company pension scheme with employer contributions to help you plan for the future. We also offer death in service cover for your peace of mind.
4. Professional development
5. Agile working
6. Personal health cash plan

Should you have any questions or wish to apply, please contact Clear IT Recruitment Limited. Please note: Due to the number of applications we receive, we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.