Senior Portfolio Manager
4 weeks ago
Job Title: Senior Portfolio Manager
Job Summary: We are seeking a highly skilled Senior Portfolio Manager to join our team at Perrott Partners Recruitment Limited. As a Senior Portfolio Manager, you will be responsible for overseeing a portfolio of clients worth approximately £500k, including limited companies, partnerships, and individuals.
Key Responsibilities:
- Client Management: Oversee a portfolio of clients worth approximately £500k, including limited companies, partnerships, and individuals.
- Accounts & Tax Preparation: Prepare year-end accounts, management accounts, and VAT returns, as well as corporate and income tax returns and computations.
- Compliance & Advisory: Monitor statutory compliance in accounts and taxation matters, advise clients, and hold client meetings.
- Team Supervision: Supervise junior staff, plan and monitor work, provide training, and assess performance.
- Business Development: Promote the firm's services and manage new client onboarding.
- Liaison: Regularly liaise with the partners of the firm.
Requirements:
- Qualified ACA/ACCA with at least 2 years post-qualified experience.
- Minimum 5 years of UK practice background.
- Strong technical skills and the ability to supervise and delegate tasks effectively.
Benefits:
- Competitive salary of £55-65k.
- Bonus structure.
- Matched pension contributions.
- Healthcare benefits.
- Flexible working arrangements: 60% in office, 40% remote.
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