Portfolio Manager

RG Duncan Ltd; Greater London; Sur place; Plein temps

Avantages offerts par ce poste

Quarterly bonus

Career development opportunities

Résumé du poste

A progressive accountancy firm in Greater London is seeking a qualified or finalist accountant for a Portfolio Manager position. You will manage a portfolio of clients, providing essential accounting and tax support while supervising outsourced team work. The ideal candidate will have a strong interest in enhancing client value and developing business relationships, along with proficiency in software such as IRIS and Sage Line 50. A quarterly bonus and career development opportunities are offered.

Qualifications

• Fully qualified or finalist ACA/ACCA accountant.
• Experience providing accounting and tax services.
• Interest in adding value to clients and developing business relationships.

Responsabilités

• Provide accounting and tax support to clients.
• Supervise and review outsourced team's work.
• Finalise accounts and tax returns.

Connaissances

Experience in a small firm

Client relationship building

Excellent communication skills

IT skills

Formation

ACA or ACCA qualification

Outils

IRIS

Sage Line 50

Description du poste

Our client, a progressive two-partner firm in Hertfordshire seeks an ACA or ACCA qualified/finalist accountant to join them as a Portfolio Manager. Reporting to the partners you will liaise with the firm’s clients providing accounting and tax support and advice. In return you will be eligible for a quarterly bonus and have the opportunity to progress and develop your career within a forward thinking organisation.

As Portfolio Manager your key responsibility will be to provide an efficient accounting and tax service to your client bank. This will include supervising and reviewing work done by the outsourced team, finalising accounts and tax returns and offering accounting and business support and advice. You will work with sole traders, partnerships, small limited companies many of whom are in the media sector. The role may also involve assisting with audits. Training and support will be provided.

You will be a fully qualified or finalist ACCA/ACA Accountant who has experience of working in a small firm of Accountants with a real interest in adding value to clients and developing business relationships. Knowledge of IRIS and Sage Line 50 is preferable. Naturally you will have excellent communication skills IT skills.

To apply, send your CV along with a brief covering letter outlining your relevant experience and demonstrating why you think you are the right person for this role along with current and required salary and notice period quoting VP 262.