Portfolio Manager

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.