ACCA Portfolio Manager
4 days ago
This is an exceptional opportunity for a qualified accountant to manage and facilitate the accurate preparation of accounts for a wide range of owner-managed businesses (OMB). As a portfolio manager, you will engage in face-to-face meetings to maintain excellent client relationships.
About the CompanyOur client is a well-established, professional services firm based in Gloucester. With a team of 14 professional staff covering audit, accounts, and taxation services in a friendly and professional manner. They are known for providing top-quality services to a diverse range of OMB clients, both locally and nationally.
Key Responsibilities- Coordinate and complete annual audits.
- Mentor and develop a team of junior accountants, managing work allocation, training, problem resolution, performance evaluation, and building an effective team dynamic.
- Advise on long-term business and financial planning.
- Work as part of an established team dealing with accounts, taxation, and some audits.
- A degree in finance or accounting.
- Proven working experience in the professional services industry.
- Strong understanding of accounting and financial reporting principles and practices.
- Proficiency in MS Office and finance software.
- Company parking benefits.
- Generous holiday leave.
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