Financial Portfolio Manager

4 weeks ago


Chatham, Kent, United Kingdom TPF Recruitment Full time
Job Title: Financial Portfolio Manager

Job Description:
TPF Recruitment is supporting a leading chartered accountancy practice in the South East, who are looking for a Financial Portfolio Manager to join their experienced team. Our client is an independent practice of chartered accountants.

As a Financial Portfolio Manager, you will work alongside other Managers and be responsible for a mixed client portfolio made up of sole traders, partnerships and Ltd companies. You will have the autonomy to manage your portfolio as you wish and you will also work closely with an experienced team of Managers and partners.

Key Responsibilities:
  • Managing a varied client portfolio.
  • Statutory accounts preparation.
  • Preparation of income and expenditure accounts for clients as required.
  • Overseeing bookkeeping and organisation of accounting records.
  • Review and preparation and submission of VAT returns.
  • Preparation and submission of personal and corporate tax returns.
  • Providing excellent service to clients by supporting and answering queries.
  • Working closely with the senior management team, including supporting Partners with projects.
  • Contributing to the firm's growth by retaining existing clients and building relationships with prospective clients.

Requirements:
  • You will be ACA/ACCA or qualified by experience with at least 5 years experience within practice.
  • You will have worked as a Team Leader/ Client Manager/ Manager within a practice environment and have hands on experience of accounts, management accounts, tax and VAT.

Benefits:
  • Competitive salary based on experience and qualification.
  • Opportunity to work with a leading chartered accountancy practice in the South East.


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