Manager (Portfolio Manager)
1 month ago
Our client is one of the fastest growing independent accounting and business advisory firms in the UK and is listed as a Top 100 Accountancy Firm by Accountancy Age. They provide tailored audit, accounting, taxation and business advice across diverse sectors including academy schools, agriculture, landed estates, international, not for profit, property and development and professional services. NO VISA SPONSORSHIP OFFERED - All Candidates must have either a British Passport or Unrestricted Visa with fulltime Right To Work in UK
Due to expansion our client is seeking a Qualified Accounts Portfolio Manager to join their team to manage a portfolio of clients and drive the delivery of accounting and tax planning solutions to these clients
Seeking to gain experience/ progress role and those of other staff by seeking to take more advanced work from partners and delegating more routine work to others, thereby aiding cost-effectiveness and adding to interest/ training of all within the team.
• Reviewing accounts and tax returns prepared by more junior staff. Assisting with the management of the Department to meet departmental objectives through planning. This includes completing staff appraisals, monitoring and effective delegation, utilising the skills and knowledge within the existing team and sourcing additional knowledge.
• Completing staff appraisal forms providing feedback (good and bad) and training as required.
• Seeking to identify business and tax planning opportunities, VAT issues, NIC issues, business planning points, etc as part of the review process. Assisting partners with specific assignments- e.g. business planning, advisory and tax matters.
• Assisting partners in controlling WIP within the section by progressing work to completion/ billing point swiftly. Monitoring progress against deadlines and ensuring these are met- e.g. company reporting, P11ds, tax returns, etc
• The true benefit for working with our client is the culture and values driven environment, which promotes sustainable development for all their talented people. This has generated fantastic careers from trainee to partner and everything in between.
Competitive salary
• Enhanced Employer Pension Contribution
• 23 days holiday per annum plus Bank Holidays (increasing with service)
• Life assurance
• Flexible working Structure: Flex-e
• Private Medical Insurance, provided by Vitality
• Medical Cash Plan, provided by Medicash
• Comprehensive Employee Assistance Programme (EAP)
• Electric car scheme (salary sacrifice)
• Ability to review and complete accounts files quickly and efficiently
• Ability to review and complete personal tax returns quickly and efficiently
• Strong computer literacy
• Strong marketing, networking and business development skills
• Pro-active management skills, resulting in high performance teams
In depth knowledge of accounts preparation
• Solid MS Office products knowledge
Essential: ACA, ACCA or CTA Qualification or equivalent experience.
Minimum of 3 years Accounts and Tax experience within a Practice environment
Personal Qualities:
• Live within commuting distance of the office
• NO VISA SPONSORSHIP OFFERED - All Candidates must have either a British Passport or Unrestricted Visa with fulltime Right To Work in UK
At Recruitment Collective, we hold a strong commitment to fostering inclusivity for all and establishing opportunities where individuals from diverse personal and professional backgrounds can excel.
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