Senior Account Portfolio Manager

4 weeks ago


Beaconsfield, Buckinghamshire, United Kingdom Evelyn Partners Full time

About the Role

We are seeking a talented individual to join our team in Beaconsfield, which is responsible for supporting the technical side of audit engagements.

Key Responsibilities

  • Manage client portfolios to ensure optimal financial performance.
  • Review and approve management and statutory accounts compiled by staff.
  • Develop and implement proposals for new and existing clients.
  • Conduct training and development sessions to enhance team skills.
  • Oversee daily operations across the team to ensure seamless execution.

Requirements

  • Hold a qualified accountant (ACA, CA, ACCA) or equivalent qualification.
  • Have industry experience gained across the UK market in professional services firms.
  • Possess corporate tax knowledge and expertise.
  • Have experience as an accounts manager with a proven track record.
  • Be able to support and guide a team, managing their daily work effectively.

What We Offer

  • Competitive salary and benefits package.
  • Private medical insurance and life assurance.
  • Pension contribution and hybrid working model.
  • Generous holiday package and option to purchase additional holiday.
  • Shared parental leave and fully funded training towards professional qualifications.
  • Cycle to work scheme, season ticket loan, and eye care support.

About Us

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.

We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and are delivering multiple diversity, equity, and inclusion initiatives across the organisation.

We are committed to providing a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.



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