Portfolio Manager
8 days ago
Brentwood
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., • ACA/ACCA qualified (or qualified by experience), • Solid understanding of accounting standards, tax regulations, and compliance., • Proven ability to support a client portfolio, • £58,000 - £65,000, • 25 days holiday + BH, • Hybrid working, • Career progression