NEW Position! Portfolio Manager | Outskirts of Brentwood
Are you ACCA or ACA qualified and considering your next career move?
Our client is seeking a Portfolio Manager to oversee a portfolio of clients valued at approximately £250,000–£300,000.
This opportunity is ideal for someone ambitious and progression-focused, with a clear pathway to an Associate Director position.
About the Role:
As a Portfolio Manager, you’ll take on a key role in managing a diverse client portfolio, delivering a full suite of accounting services, and mentoring junior team members. You’ll play a pivotal role in ensuring client satisfaction and compliance.
Key Responsibilities:
*Overseeing and taking responsibility of a portfolio of clients to ensure compliance for tax and accounting purposes.
*Be the first point of contact for your clients, working closely with the Directors.
*Supervising team members and managing workflow through the office.
*Managing the financial performance of your portfolio with regards to fee levels, recoveries, WIP and Debtor positions.
*Collaborative working with other departments within the firm.
*Review of compliance work including year-end statutory accounts, VAT returns, management accounts and personal/company tax returns.
*Assisting clients with queries and advising clients where necessary.
*Assisting Directors with ad hoc projects.
*Proactively building a network of professional contacts.
*Managing the financial performance of your portfolio with regards to fee levels, recoveries, WIP and Debtor positions.
Successful Candidate:
*ACA/ACCA qualified (or qualified by experience)
*Solid understanding of accounting standards, tax regulations, and compliance.
*Proven ability to support a client portfolio
*Strong communication skills
Package:
*£58,000 - £65,000
*25 days holiday + BH
*Hybrid working
*Career progression
*Parking on-site
For more information, please contact Liam Snell at LGS Vision Recruitment.