Financial Portfolio Manager

1 month ago


Sheffield, Sheffield, United Kingdom IPS Finance Full time
Job Summary
In this dynamic role as a Financial Portfolio Manager at IPS Finance, you will be responsible for managing a portfolio of non-audit clients. Your primary duties will include preparing and reviewing statutory accounts, tax returns, and VAT submissions. Additionally, you will maintain contact with existing clients from various sectors, primarily small to medium-sized enterprises (SMEs), and address advanced queries. With a strong team in place, you will oversee the workload and development of trainee and semi-senior accountants. This position offers a salary range of 40,000 - 45,000 plus bonus and one day of work-from-home per week.

About IPS Finance
As a well-established firm of accountants in Sheffield, IPS Finance prides itself on providing exceptional client services. Our team is dedicated to delivering high-quality solutions tailored to meet the unique needs of our clients. If you are a motivated professional seeking a challenging role that leverages your skills and experience, we encourage you to apply.

Main Responsibilities
- Prepare, review, and submit statutory accounts
- Prepare self-assessment tax returns
- Review VAT returns
- Maintain contact with existing clients from SMEs
- Address advanced queries from clients

Requirements
This role requires excellent communication, organizational, and problem-solving skills. You should have experience working with teams and managing multiple priorities effectively. A solid understanding of accounting principles, practices, and regulations is also essential.

  • Sheffield, Sheffield, United Kingdom Clark Wood Full time

    Clark Wood seeks a seasoned Financial Portfolio Manager to oversee client relationships, manage portfolios, and ensure timely financial compliance. With extensive experience in general practice accounting, the ideal candidate will possess excellent communication skills, strong leadership abilities, and a proven track record of delivering high-quality...


  • Sheffield, Sheffield, United Kingdom British Business Bank plc Full time

    About the RoleWe are currently recruiting for a Portfolio Operations Analyst to join our team at the British Business Bank plc.The successful candidate will be responsible for managing a portfolio of up to c£2bn of fund investments across various product areas, including British Business Investments, British Patient Capital, and Venture Solutions.The ideal...


  • Sheffield, Sheffield, United Kingdom Bennett and Game Recruitment Full time

    **Accountancy Practice in Sheffield**We are working with a highly regarded accountancy practice to recruit an Accounts Assistant Manager for their Sheffield office. This is a full-time permanent position that offers an excellent opportunity for an experienced Accountant to step up into a management role.This role involves managing a portfolio of client...

  • Portfolio Leader

    3 weeks ago


    Sheffield, Sheffield, United Kingdom IPS Group Careers Full time

    We are seeking an exceptional Portfolio Leader - Financial Services to join our team at IPS Group Careers. In this role, you will be responsible for leading a portfolio of clients, providing expert guidance on financial matters, and maintaining strong relationships with existing clients.Key responsibilities will include:Managing a team of junior and...


  • Sheffield, Sheffield, United Kingdom Vallum Associates Full time

    Company OverviewVallum Associates is a leading financial services company that requires an experienced Portfolio Management Lead to oversee our portfolio and ensure the right projects are executed at the right time.


  • Sheffield, Sheffield, United Kingdom The Portfolio Group Full time

    We are seeking a Payroll Manager to join our team at The Portfolio Group in Sheffield. This is an exciting opportunity for someone who wants to take on a challenging role in a growing organisation.As a Payroll Manager, you will be responsible for overseeing a large team of payroll administrators, ensuring the smooth operation of the payroll function. You...


  • Sheffield, Sheffield, United Kingdom COREcruitment Ltd Full time

    Job DescriptionWe are looking for a Head of Portfolio Management to lead the operations of our hotel portfolio in Northern England. As a strategic business leader, you will be responsible for devising plans to achieve organizational goals and ensuring profitable operation of all properties.The estimated salary for this position is £160,000 - £220,000 +...


  • Sheffield, Sheffield, United Kingdom British Business Bank plc Full time

    Equity Valuation ProfessionalThis exciting role offers the opportunity to apply your analytical skills and knowledge to the valuation of equity investments within the Future Fund portfolio.You will be responsible for maintaining and improving financial models, collecting and managing relevant data, and preparing analysis and reports for stakeholders.We offer...


  • Sheffield, Sheffield, United Kingdom Vallum Associates Full time

    Job Description: Portfolio Management DirectorThe Portfolio Management Director will oversee the entire portfolio, focusing on long-term goals and strategic objectives. This role requires a strong understanding of project management principles and excellent leadership skills to guide cross-functional teams.Main Responsibilities:- Develop and execute a...


  • Sheffield, Sheffield, United Kingdom IPS Group Full time

    Tax Portfolio Management OpportunityWe are seeking a Senior Personal Tax Specialist to join IPS Group and manage a portfolio of high-net-worth private clients.This is a unique opportunity for a skilled tax professional to drive the success of our tax department and optimize client outcomes through effective tax strategies.Responsibilities:Manage a diverse...


  • Sheffield, Sheffield, United Kingdom Experis - ManpowerGroup Full time

    Company Overview:Experis, a leading consulting and technology services firm, is seeking an experienced professional to join its team as an Engagement Lead for 12 months. This hybrid role will be based in the Sheffield office, with 60% on-site work.Estimated Salary: £530 per hour (umbrella only).Job Description:The successful candidate will partner with...


  • Sheffield, Sheffield, United Kingdom Inspired Property Management Full time

    About the RoleThis is an exciting opportunity to work as a Portfolio Manager for Residential Developments with our dynamic company, Inspired Property Management.You will be responsible for coordinating all resources to effectively manage a portfolio of residential developments, delivering cost efficiency and outstanding service to our customers.The ideal...


  • Sheffield, Sheffield, United Kingdom British Business Bank plc Full time

    Job DescriptionWe are seeking an experienced Portfolio Valuation Specialist to support the direct equity valuation process for a large portfolio of equity investments.The successful candidate will deliver the direct valuation process in line with policies, external statutory guidance and industry best practice, working closely with key stakeholders including...


  • Sheffield, Sheffield, United Kingdom Bennett and Game Recruitment LTD Full time

    Senior Accounting RoleThis is a full-time permanent position that offers an excellent opportunity for an Accounts Senior to step up into a management role and maintain a portfolio of client accounts while overseeing a small team.Key ResponsibilitiesDevelop and implement accounting policies and proceduresManage the preparation of financial reports and...


  • Sheffield, Sheffield, United Kingdom Sewell Wallis Ltd Full time

    We are seeking a seasoned Investment Executive to join our client's team. The successful candidate will be responsible for managing the company's investment portfolio and making strategic decisions that drive growth and profitability.This is an exciting opportunity for a skilled professional to take on a leadership role and contribute to the company's...


  • Sheffield, Sheffield, United Kingdom Cavendish Maine Full time

    About Cavendish MaineWe are a leading company dedicated to delivering exceptional customer experiences and driving business growth through innovation and excellence.Job OverviewThis is an exciting opportunity to join our team as a Portfolio Growth Executive, leading and developing our portfolio of trade and retail accounts.You will be responsible for...

  • Portfolio Manager

    3 weeks ago


    Sheffield, Sheffield, United Kingdom IPS Finance Full time

    IPS Finance seeks an experienced professional to fill the role of Portfolio Manager. This challenging position will involve managing a portfolio of non-audit clients, overseeing the workload and development of junior accountants, and providing compliance and advisory services to a diverse range of businesses.Key responsibilities include:Preparation and...


  • Sheffield, Sheffield, United Kingdom British Business Bank Full time

    Job Summary:We are looking for a highly skilled Portfolio Performance Analyst to join our team in Sheffield.The successful candidate will have a strong background in investment analysis and portfolio management.This role involves supporting the direct equity valuation process for a large portfolio of equity investments.You will work closely with stakeholders...


  • Sheffield, Sheffield, United Kingdom Vallum Associates Full time

    Job Title: Strategic Portfolio LeadWe are seeking a seasoned Portfolio Management Lead to join our team at Vallum Associates. As a key member of our organization, you will be responsible for overseeing our portfolio and ensuring that the right projects are executed at the right time.Key Responsibilities:- Oversee the management of our portfolio to ensure...

  • Tax Portfolio Manager

    2 weeks ago


    Sheffield, Sheffield, United Kingdom IPS Group Careers Full time

    We are delighted to be supporting a leading firm of Chartered Accountants in their search for a dynamic Tax Portfolio Manager.About the JobThis is a fantastic opportunity for an ambitious tax professional to play a pivotal role in managing a portfolio of high-net-worth private clients and driving the success of the firms tax department.Main...