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Portfolio Manager

2 weeks ago

Worsley, United Kingdom Brook Street Full time

You will be ACA/ACCA qualified with preferably 3 years post qualified experience working in a practice environment. Purpose The main purpose of the role is to provide professional financial advice and exceptional service to our accounting clients, which comprise mainly of small and medium sized owner managed businesses. You will also have significant involvement in assigning andreviewing draft accounts prepared by the trainee accountants within the team. **Responsibilities**: " Managing a portfolio of clients " Tracking job progress and billing targets " Monitoring deadlines " Preparation of accounts for limited companies " Preparation of corporation tax computations and returns " Building a positive working relationship with clients and the practice " Ensure compliance with all financial regulations " Use of computer software including IRIS, Sage, Xero and Quickbooks " Ensuring work is completed to a high standard and on time " Dealing with any client queries in a timely and efficient manner " Assisting colleagues and trainees within the team with development and technical advice " Undertake such other duties that are required commensurate with the role Requirements" Fully qualified accountant (ACA/ACCA) with ideally 3 years post qualified experience in a practice environment " Exceptional interpersonal skills and able to successfully communicate with people at all levels, both financial and non-financial " Excellent reporting skills " Confidently able to offer recommendations and advice to our clients. " Highly competent with outstanding commercial acumen and a solid grasp of business aims and objectives " Demonstrable experience and a proven track record in a similar role " A full UK driving licence is essential Salary £35,000