Senior Portfolio Manager

Within this established, successful firm of chartered accountants, this client facing Senior Portfolio Manager role is marked for potential route to Partnership within the firm.� The clients are a full range of corporates, local firms and HNW individuals.

ABOUT THE ROLE

You will be responsible for a general practice portfolio of �250k including year-end, management and high-level account production, tax and in house team supervision/review, together with off-shore bookkeeping review, including :

Preparation and review of management accounts on a monthly/quarterly basis

Preparation of monthly management reporting packs

Prepare and issue quotations, fixed price agreements and request letters of engagement

Review and revise terms of engagement as required, evaluating, and agreeing any changes to the scope of services and/or costs, ensuring all changes are agreed and signed off by the client.

ABOUT YOU

You are an ambitious ACA/ACCA qualified with strong client communication skills, with at least 4-5 years practice exposure to Manager level, looking for a local client facing role in a friendly firm of accountants, with real partnership prospects due to succession planning for a retiring senior member of staff.

WHATS IN IT FOR YOU ?

• A generous holiday entitlement


• Hybrid working, 4 days in the office in a fully supportive management team


• Yearly salary review


• A real opportunity for career development

WHY NOT APPLY NOW ?