Senior Portfolio Manager

4 days ago


Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full time
About the Role

This is an exciting opportunity to join Olivia Ruella Limited, a well-regarded and independently owned firm of chartered accountants based in the south-west Kent head office.

The firm represents a diverse range of clients and operates successfully within distinct sector specialisms.

We are now seeking a senior client manager to sit under the Partners and form part of the senior leadership team, acting as a conduit for junior client managers.

Key Responsibilities
  • Manage and develop a mixed portfolio of clients
  • Review the work of junior members of staff and client managers
  • Provide personal and corporate tax advisory and planning services
  • Review statutory year-end accounts and management accounts
  • Ensure the ongoing modernisation and smooth running of the firm
  • Represent the firm at industry-specific networking events
  • Onboard new clients, workflow, and scheduling of work
  • Work closely with the Partners at all times
Requirements
  • Formally qualified with 5 years of post-qualified experience
  • Ability to work independently
  • Ability to mentor, motivate, and inspire a medium-sized team
  • Ability to sell

This is a friendly and grown-up working environment, offering a strong basic salary and a generous benefits package.



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