Senior Portfolio Manager

3 weeks ago


Bristol, Bristol, United Kingdom Michael Page Full time

**Job Title:** Senior Portfolio Manager

About the role:

We are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Michael Page. As a Senior Portfolio Manager, you will be responsible for managing a diverse portfolio of clients, including conducting annual account reviews, tax computations, and VAT returns.

Key Responsibilities:

  • Consistently manage a varied portfolio of clients, ensuring all accounts and tax returns are filed on time with relevant authorities.
  • Conduct planning meetings with junior staff to relay client knowledge and deadlines.
  • Maintain accurate client accounting records and provide management figures as required.
  • Speak confidently with clients about software options relevant to their needs.
  • Assist in completing and reviewing quarterly VAT returns and filing at HMRC.
  • Oversee day-to-day department management, including assigning work to staff members.
  • Take responsibility for job performance and recoveries.
  • Represent the firm externally at networking events and build relationships in local communities.

Requirements:

  • Preferred ACA / ACCA qualified.
  • Able to work closely with other team members and management.
  • Effective delegation and time management.

What We Offer:

  • Competitive salary of up to £65,000 DOE.
  • Flexible and hybrid working options.
  • Parking on site.


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