Accounts & Portfolio Manager
Description
TPF Recruitment, the South East's
leading accountancy practice recruitment agency, is delighted to be supporting
a well-established and highly regarded independent firm of Chartered
Accountants in Fleet with the recruitment of an experienced Accounts &
Portfolio Manager.
This is an excellent opportunity for an
ACA or ACCA qualified accountant who enjoys a varied general practice role,
combining technical accounts work, client relationship management and team
leadership. The successful candidate will take responsibility for a small
portfolio of clients while overseeing and supporting a small team of
accountants, playing an important role in the continued success and development
of the practice.
The firm has built an excellent
reputation for delivering high-quality accountancy and advisory services to a
diverse client base, including owner-managed businesses, SMEs and individuals.
You will be joining a friendly and collaborative team, with close access to the
directors and genuine opportunities to develop your career within a supportive
working environment.
Responsibilities
As an Accounts & Portfolio Manager,
you will take responsibility for managing a small portfolio of clients,
alongside overseeing the day-to-day activities and development of a small team
of accountants. You will play a key role in ensuring clients receive a
proactive, high-quality service while maintaining efficient workflow and
standards across the team.
Responsibilities will include:
- Managing
a small and varied portfolio of clients, including limited companies, sole
traders and partnerships across a range of industries.
- Reviewing
statutory accounts, management accounts and corporation tax returns
prepared by the wider team.
- Acting
as the primary point of contact for your portfolio, building strong client
relationships and providing commercial and technical advice.
- Overseeing
and managing a small team of accountants, allocating work and monitoring
deadlines and workflow.
- Reviewing
team members' work, providing technical guidance, support and constructive
feedback.
- Mentoring
and developing junior members of the team, supporting their ongoing
professional development.
- Managing
client deadlines, budgets and workflow to ensure work is completed
accurately and efficiently.
- Identifying
opportunities to provide additional services and support clients with
their wider business and accounting requirements.
- Working
closely with the directors to support the continued development and growth
of the practice.
Requirements
- ACA or
ACCA qualified, or qualified by experience with relevant accountancy
practice experience.
- Previous/recent
experience working within a UK firm of Chartered Accountants.
- Strong
technical knowledge of statutory accounts preparation and business
taxation.
- Experience
managing client relationships and overseeing a portfolio of clients.
- Previous
experience supervising, reviewing the work of and supporting junior
accountants.
- Excellent
communication and relationship management skills.
- Well
organised, with the ability to manage multiple priorities and deadlines.
- A
proactive and personable approach, with the confidence to take ownership
of both client relationships and team responsibilities.
Benefits
- Salary
circa £50,000 - £60,000 depending on experience and qualification status.
- A
varied and interesting client portfolio.
- The
opportunity to take ownership of a small portfolio while managing and
developing a close-knit team.
- A key
position within a reputable independent practice, with close interaction
with the directors.
- A highly competitive benefits package is also on offer.
- Parking