Finance Portfolio Manager

11 hours ago


Exeter, Devon, United Kingdom Streamline Search Full time
Job Description:

Accountancy Team Lead

A dynamic and experienced Accountancy Team Lead is required to join our team at Streamline Search. This role offers a unique opportunity to lead a portfolio of clients, providing expert accounting services including annual accounts, self-assessment tax, corporation tax, VAT, bookkeeping, and other specialist areas.

The ideal candidate will have a proven track record in account management, excellent interpersonal skills, and experience with Microsoft Office (particularly Excel). They will be responsible for overseeing the work of Accounts Assistants, providing training and support as needed, and proactively supporting clients with their accounting and tax planning needs.

The salary for this role is estimated to be around £45,000 - £55,000 per annum, depending on experience.

About the Role:

  • Lead a portfolio of clients providing expert accounting services.
  • Oversee the work of Accounts Assistants and provide training and support.
  • Proactively support clients with their accounting and tax planning needs.
  • Monitor client management accounts and explain any variances or planning opportunities.

Requirements:

  • Proven work experience as an Account Manager with excellent interpersonal skills.
  • Experience with Microsoft Office (particularly Excel).
  • Strong data collection and analysis skills.
  • Ability to juggle multiple account management projects while maintaining attention to detail.


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