Portfolio Manager

1 day ago


Winchester, United Kingdom Robert Half Full time

Location: Winchester Salary: £40,000 - £50,000 per annum Employment Type: Permanent, Full-Time Working Pattern: Onsite (mainly)Robert Half Talent Solutions is partnering with a highly regarded accountancy practice in Winchester to recruit a Portfolio Manager / Practice Accountant on a permanent basis.About the RoleThis is a fantastic opportunity for an experienced practice accountant to take ownership of a diverse client portfolio, delivering high-quality financial and advisory services. You will act as the main point of contact for clients, providing strategic insight and ensuring compliance across all areas of accounting.Key ResponsibilitiesClient Portfolio Management: Build and maintain strong client relationships, acting as their trusted advisor.Review & Oversight: Review management accounts and ensure accuracy of reporting.Complex Reporting: Prepare advanced reporting packs for clients.Advisory Services: Provide general corporate and tax advice, as well as FD-level support.Annual Accounts & Tax: Involvement in annual accounts and corporation tax preparation as required.Strategic Projects: For high-calibre candidates, opportunities to work on corporate finance and M&A projects.What We're Looking ForPractice experience is essentialYou must be qualified (ACA/ACCA/CIMA)Strong technical knowledge of accounting and tax within a practice environmentExcellent communication and client management skillsAbility to handle complex reporting and advisory workAmbition to grow and take on strategic responsibilitiesIf you're an experienced practice accountant looking for a role with client-facing responsibility then apply today or email Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training.


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