Portfolio Director
1 day ago
A rapidly growing Top Regional Firm in Ipswich is seeking a skilled Portfolio Director to manage a diverse portfolio of clients. The successful candidate will be responsible for overseeing the delivery of outsourcing assignments, including review of financial statements and preparation of cash flow reports.
Key Responsibilities:
- Oversee the delivery of outsourcing assignments, including review of monthly/quarterly financial statements
- Prepare cash flow reports, budgets, and projections
- Manage a team of varied roles, from trainee accountants to assistant accountants and management accountants
- Act as the overall engagement manager for some clients, liaising with other teams to facilitate annual accounting and corporation tax compliance
- Ensure compliance with tax regulations, including MTD
Requirements:
- Qualified Accountant (ACCA, ACA, or CIMA)
- Experience in portfolio management, including delivery of outsourcing services
- Up-to-date working knowledge of tax, including MTD
- Team management experience, including line management
- Strong systems knowledge in Xero, Dext, Approval Max, and QBO
Benefits:
- Hybrid and flexible working
- Private Medical insurance
- Death in Service
- Free parking
- Enhanced maternity and paternity pay
- Shopping discounts
- Health Cash Plan
The salary for this role is approximately £48,000 - £65,000 per annum, depending on experience.
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