Accounts Portfolio Manager
7 days ago
Exeter
“The only impossible journey is the one you never begin.” Tim Robbins.Sheridan Maine is delighted to be supporting a successful and expanding accountancy practice based in Devon in their search for an Accounts Portfolio Manager. This senior role is perfect for someone who is technically strong, client-focused, and eager to contribute to the continued growth of a highly reputable firm.The RoleAs Accounts Portfolio Manager, you will take ownership of a diverse portfolio of clients, primarily SMEs, partnerships, and sole traders - acting as their trusted adviser and ensuring they receive high-quality accounting and advisory services. You will develop strong client relationships, lead a small team, and play a key role in delivering accurate, compliant, and timely outputs.Your key responsibilities as the Accounts Portfolio Manager: • Manage your own portfolio of clients, serving as the primary point of contact and ensuring an excellent level of service., • Oversee the preparation and review of accounts, financial statements, tax returns, and management reports, ensuring compliance with relevant standards., • Provide practical financial and business advice tailored to client needs, supporting their growth and performance., • Lead, support, and mentor junior team members, reviewing their work and encouraging their development., • Maintain strong quality and compl...