Senior Portfolio Accountant

4 days ago


Lancaster, Lancashire, United Kingdom Agility Resoucing Full time
About Agility Resourcing

We are a well-established company providing accounting services to a diverse range of clients via cloud accounting software.

Job Overview

The role of Senior Portfolio Accountant will involve supervising and managing a team of Client Account Managers, each with a portfolio of approximately 100 clients.

Key Responsibilities
  • Manage a team of Client Account Managers and provide guidance on accounting and taxation matters.
  • Supervise and report on the performance of the team, ensuring high-quality service delivery to clients.
  • Develop and implement strategies to improve client satisfaction and retention.
  • Collaborate with the Manager of the Accounts Department to achieve business objectives.
  • Ensure compliance with accounting standards and regulatory requirements.
Requirements
  • ACA, ACCA, or equivalent accounting qualification.
  • Proven background in accounting and portfolio management.
  • Excellent accounting and taxation knowledge, with the ability to answer complex client queries.
  • Strong communication and leadership skills, with the ability to coordinate and supervise teams.


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