Portfolio Manager

A highly successful accountancy practice, based in Weston-Super-Mare is searching for a qualified ACA or ACCA Portfolio Manager to join the team in a key position, taking on the management and delivery of wide ranging accounts, tax, business planning and other general accountancy practice services to a mixed and varied client base.

Client Details

Based in Weston-Super-Mare, this leading chartered firm has been undergoing continued positive growth and expansion. The firm is large enough to act for wider ranging corporates, groups and larger clients , as well as acting for a larger bulk of much smaller SMEs and limited companies, sole traders and partnerships with clients across industries including wholesalers, retail, hotels and leisure, importers, manufacturers and service related sectors and other wide ranging clients.

Description

Joining the firm as a Manager level professional, based in the firms Weston-Super-Mare offices you will take responsibility for managing the full provision of varied, general practice services to your own portfolio of clients. Clients are varied across limited companies, SME's and OMBs and wide ranging sole traders and partnerships. As well as managing the provision of accounts, tax and general practice services to your clients, in both a hands on and review role you will look to develop added value relationships with your clients, identifying opportunities such as tax and business planning, systems improvements, profitability improvements and other project work working with partners and the wider team. You will manage a wider team, reviewing work and supporting junior staff in their development. There will be scope to carve a key position within this growing office and progress in your career.

Profile

You will be ACA or ACCA qualified, or equivalent, with a career background in accountancy practice, at around Manager level or similar, with client and portfolio management responsibility. You will have a recent background working for an accountancy practice, in both a hands on and managerial, review capacity, overseeing the delivery of accounts and tax services to a mixed client base of limited companies, SMEs and OMBs, sole traders and partnerships
You will be looking for a challenging, long term permanent career move where you can carve a career within one of the regions leading firms of chartered accountants.

Job Offer

Circa £30,000 - £36,000 plus benefits, negotiable dependent on experience and background of the right professional.