Accounting Portfolio Manager

1 day ago


Poole, Poole, United Kingdom CMR Jobs Limited Full time
About This Role

Career opportunities have arisen for a seasoned Accounting Portfolio Manager to join our esteemed accounting practice at CMR Jobs Limited. This exciting position offers the chance to manage a diverse portfolio of clients while delivering exceptional accounting services.

To excel in this role, you will need to possess a deep understanding of accounting principles and procedures, as well as excellent interpersonal and communication skills.

Your Key Responsibilities:

  • Manage and maintain accurate financial records for a portfolio of clients.
  • Prepare and review financial statements, including balance sheets and profit/loss accounts.
  • Conduct audits and provide expert advice on accounting matters.
  • Collaborate with colleagues to deliver high-quality client service.

Our Ideal Candidate:

  • Qualifications: Professional accounting qualifications, such as ACCA, ACA, or CIMA.
  • Experience: At least 2 years of experience in accounting, preferably with a focus on portfolio management.
  • Personality: Proactive, analytical, and able to communicate complex ideas clearly.


Perks and Benefits:

  • Competitive salary of up to £35,000, depending on experience.
  • Enhanced benefits package, including flexible working hours and professional development opportunities.
  • The chance to work with a dynamic and respected accounting practice.


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