Portfolio Manager
2 days ago
About the Company
">We are a young and dynamic accounting practice based in London, dedicated to delivering exceptional service to our clients.
">Your Key Responsibilities
">- ">
- Managing a portfolio of clients across various industries.">
- Preparing and reviewing management accounts, management reporting, and CIS for contractor and subcontractor processes.">
- Assisting with self-assessment preparation and submission for complex clients.">
- Maintaining and reviewing regular cashflow, budgeting, and forecasts.">
- Tax planning with clients.">
- Developing and managing financial systems and identifying areas for improvement.">
- Providing analysis and insights to clients and offering guidance, support, and training to junior team members.">
- Reviewing junior team members' performance via annual appraisals.">
About You
">We are looking for a qualified/part-qualified accountant with experience managing junior team members. You should have excellent attention to detail, be capable of building strong relationships internally and externally, and be adaptable and willing to keep up-to-date with new technology advancing the industry.
">You will be ACA/ACCA/AAT/ATT qualified and have a strong organizational skillset, with the ability to balance workloads to manage the needs of various clients. Experience with Xero accounting software is advantageous.
">What We Offer
">Competitive base salary: £60,000 - 75,000 per annum, mileage and travel expenses reimbursed. Benefits include work from home opportunities, flexible working hours, on-site parking, casual dress, private medical insurance and life insurance, company pension, company events & social hours, and sick pay.
">This role will involve travel to several client locations, so access to a vehicle is essential.
">About Us
">We are committed to delivering exceptional service to our clients and investing in our staff's professional development.
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