Accountancy Practice Portfolio Manager

1 month ago


Ipswich, United Kingdom Reed Finance Full time

Your new company:
A leading regional Chartered Certified Accountancy practice who have developed an enviable reputation for providing the highest calibre of service to their clients, and offer a supportive, challenging, progressive environment to their staff, demonstrated bytheir loyalty to the firm.

Your new role:
A Manager in the firm’s General Practice department, managing a portfolio of clients from a variety of sectors, providing compliance services, supported by junior team members your time will consist of:

- Full accounting including personal and corporate tax returns for a sizable portfolio including HNWIs, small and medium sized companies and trustees
- Review and finalise client records, completed work programmes, file sections and cross-referencing schedules
- Provide projection and forecast information
- Prepare budgets
- Review and confirm completed self-assessment and corporate and partnership tax returns
- Manage client relationships, undertake an active role in developing the portfolio and increasing the profile of the firm in the market
- Delegate and review the work of staff; actively recruit train and develop the team

Your experience will show:

- A professional qualification (ie ACA, ACCA) - those who are qualified by experience will also be considered
- Proven success with client and team management, in either a management or supervisory post, within a firm of chartered or certified accountants.

What’s in it for you?
- Excellent career path with continued development both personally and professionally with a firm that truly values its employees
- Flexible working
- Excellent benefits
- Attractive remuneration


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