Senior Portfolio Manager

3 weeks 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-established and respected firm of chartered accountants based in the south-west of Kent.

The successful candidate will be responsible for managing and developing a mixed portfolio, reviewing the work of junior staff members, and providing personal and corporate tax advisory and planning services.

Key responsibilities will include:

  • Managing and developing a diverse portfolio of clients
  • Reviewing and providing feedback on the work of junior staff members
  • Providing tax advisory and planning services to clients
  • Reviewing statutory year-end accounts and management accounts
  • Ensuring the smooth operation of the firm
  • Representing the firm at industry-specific networking events
  • Responsible for onboarding new clients and workflow management

The ideal candidate will have:

  • Formal qualifications with 5 years of post-qualification experience
  • Ability to work independently and as part of a team
  • Ability to mentor, motivate, and inspire a medium-sized team
  • Strong sales and communication skills

Olivia Ruella Limited offers a friendly and grown-up working environment, a strong basic salary, a generous bonus scheme, hybrid working, enhanced holiday, parking, and a range of social activities.



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