Senior Portfolio Manager
7 hours ago
This is an exciting opportunity to join Olivia Ruella Limited, a well-established and respected 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. They are now seeking a senior client manager to join their senior leadership team and act as a conduit for junior client managers.
Key Responsibilities- Manage and develop a mixed portfolio of clients
- Review and provide feedback on the work of junior staff members 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
- Responsible for onboarding new clients, workflow, and scheduling of work
- Work closely with the Partners at all times
- Formal qualifications with 5 years of post-qualified experience
- Ability to work independently and mentor a medium-sized team
- Ability to sell and motivate others
Olivia Ruella Limited operates in a friendly and grown-up working environment. In addition to a strong basic salary, there is a generous group and personal bonus scheme, hybrid working, enhanced holiday, parking, and firm-wide social activities.
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Senior Portfolio Manager
1 week ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full time{"h1": "Senior Portfolio Manager Opportunity", "p": "We are seeking a highly skilled Senior Portfolio Manager to join our team at Olivia Ruella Limited. As a key member of our senior leadership team, you will be responsible for managing and developing your own mixed portfolio, reviewing the work of junior members of staff, and providing personal and...
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Senior Portfolio Manager
1 week ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full time{"h1": "Senior Portfolio Manager Opportunity", "p": "We are seeking a highly skilled Senior Portfolio Manager to join our team at Olivia Ruella Limited. As a key member of our senior leadership team, you will be responsible for managing and developing your own mixed portfolio, reviewing the work of junior members of staff, and providing personal and...
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Senior Portfolio Manager
7 days ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full time{"title": "Senior Portfolio Manager", "content": "Senior Portfolio ManagerThis is a fantastic opportunity to join a well-regarded and independently owned, niche-sector specialist firm of chartered accountants based in the south-west Kent head office.The firm represents a diverse range of clients, operating and succeeding within distinct sector specialisms.As...
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Senior Portfolio Manager
7 days ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full time{"title": "Senior Portfolio Manager", "content": "Senior Portfolio ManagerThis is a fantastic opportunity to join a well-regarded and independently owned, niche-sector specialist firm of chartered accountants based in the south-west Kent head office.The firm represents a diverse range of clients, operating and succeeding within distinct sector specialisms.As...
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Senior Portfolio Manager
2 weeks ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full time{"title": "Senior Portfolio Manager", "content": "Key ResponsibilitiesAs a Senior Portfolio Manager at Olivia Ruella Limited, you will be responsible for managing and developing your own mixed portfolio, reviewing the work of junior members of staff and client managers, and providing personal and corporate tax advisory and planning work.You will also be...
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Senior Portfolio Manager
2 weeks ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full time{"title": "Senior Portfolio Manager", "content": "Key ResponsibilitiesAs a Senior Portfolio Manager at Olivia Ruella Limited, you will be responsible for managing and developing your own mixed portfolio, reviewing the work of junior members of staff and client managers, and providing personal and corporate tax advisory and planning work.You will also be...
-
Senior Portfolio Manager
2 weeks ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full time{"h1": "Senior Portfolio Manager Opportunity", "p": "We are seeking a highly skilled Senior Portfolio Manager to join our team at Olivia Ruella Limited. As a key member of our senior leadership team, you will be responsible for managing and developing your own mixed portfolio, reviewing the work of junior members of staff, and providing personal and...
-
Senior Portfolio Manager
2 weeks ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full time{"h1": "Senior Portfolio Manager Opportunity", "p": "We are seeking a highly skilled Senior Portfolio Manager to join our team at Olivia Ruella Limited. As a key member of our senior leadership team, you will be responsible for managing and developing your own mixed portfolio, reviewing the work of junior members of staff, and providing personal and...
-
Senior Portfolio Manager
4 days ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full timeSenior Portfolio Manager OpportunityThis is a fantastic opportunity to join a well-regarded and independently owned, niche-sector specialist firm of chartered accountants based in the south-west Kent head office.The firm represents a diverse range of clients, operating and succeeding within distinct sector specialisms.We are now keen to add a senior client...
-
Senior Portfolio Manager
4 days ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full timeSenior Portfolio Manager OpportunityThis is a fantastic opportunity to join a well-regarded and independently owned, niche-sector specialist firm of chartered accountants based in the south-west Kent head office.The firm represents a diverse range of clients, operating and succeeding within distinct sector specialisms.We are now keen to add a senior client...
-
Senior Portfolio Manager
4 days ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full timeAbout the RoleThis 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...
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Senior Portfolio Manager
4 days ago
Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full timeAbout the RoleThis 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...
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Lettings Portfolio Manager
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Senior Client Manager
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Tonbridge, Kent, United Kingdom Olivia Ruella Limited Full timeSenior Client Manager OpportunityA highly sought-after position has become available for a seasoned client manager to lead a portfolio of general practice sector clients at Olivia Ruella Limited.This role offers a unique blend of audit, accounts, and tax responsibilities, as well as exposure to advisory projects. As a key member of the team, you will be...