Portfolio Manager

Our client, an established accountancy firm is looking to grow their team. The successful candidate will support in providing a full range of accounting, auditing and tax services to assist clients.

Key Responsibilities:

• Management and control of a portfolio of accounting and audit engagements. Ensuring they are completed to internal methodology and are of the highest quality.


• Directing and overseeing the work of junior team members. This includes reviewing their accounting and audit work whilst providing coaching and mentoring support.


• Managing all aspects of accounting and audit delivery. This includes timelines, team briefings, team supervision, and reviews by more senior team members.


• Acting as the primary point of contact for the accounting or audit client.


• Overseeing the internal profitability of the engagement. This includes, budgeting, fee negotiation, identifying and communicating overruns, raising fees, and agreeing dates for cash collection.


• Dealing with complex accounting and audit issues that arise during course of an engagement.


• Communicating with other internal departments on technical matters.


• Preparing accounting and audit proposals for prospective clients


• Performance managing junior team members, ensuring that you are having development conversations that support their growth and career progression.

Experience and Skills Requirements:

• Qualified Accountant - ACA, ACCA or equivalent


• Current knowledge of current financial reporting and auditing, standards; including both FRS 102 and IFRS


• Detailed knowledge of the Companies Act and LLP Act.


• Excellent Microsoft Office competency


• FCA Handbook knowledge would be a bonus but is not essential


• Ability to use propriety software to manage the audit workflow and documentation of evidence


• Experience with managing an accounts and audit portfolio


• Review of audit files identifying key audit risks and planning appropriate responses to these risks


• Demonstrable use of professional scepticism when carrying out audit engagements


• Excellent verbal and written communication skills


• Strong time management and organisational skills


• Self-driven and resilient


• Leadership skills and ability to act as a role model


• Willingness to be part of a team that desire to achieve growth without losing professional standards.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.