Senior Portfolio Manager

4 weeks ago


StainesuponThames, Surrey, United Kingdom Perrott Partners Recruitment Limited Full time

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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