Client Manager - accountancy practice
- Recruiter
- R.G Duncan Limited
- Location
- London (West), London (Greater)
- Salary
- £30,000 to £40,000 per annum
- Posted
- 15 Feb 2021
- Closes
- 15 Mar 2021
- Ref
- \RD476
- Job Title
- Accountant
- Category
- Accountancy Practice
- Experience Levels
- Qualified Accountant
- Contract Type
- Permanent
- Hours
- Full Time
PORTFOLIO MANAGER £35,000 TO £45,000
Are you an ACA or ACCA qualified accountant in a portfolio manager role? Are you with a small firm ready to take on a larger portfolio? Our client which is an established family run 3-partner Chartered Practice based in Hertfordshire / North London has an immediate vacancy. It is a successful growing practice offering the opportunity to build up client relationships by providing a clear and strong business strategy and commitment to client care
The Portfolio Manager’s key responsibilities
Managing and running a portfolio of 100+ clients (Limited companies, partnerships, sole traders) for broad range of clients including tech companies. Key responsibilities include:
- Managing a portfolio, growing it and business development activities. Mentoring and support will be provided to assist.
- Maintaining client relationships and recommending ways for the firm to improve
- Responsibility for client deadlines, compliance and correspondence.
- Planning and reviewing jobs sent to Outsourcers.
- Communicating with clients and all technical matters expected of a qualified accountant
The Portfolio Manager’s skills and experience
- Qualified ACA / ACCA accountant with small firm background and at least 4 years’ experience.
- Has a progressive forward-thinking ability to add value to clients
- Strong technical ability in preparing and reviewing accounts and tax
- Strong IT skills, cloud accounting preferable
- Able to handle a portfolio and have practice experience essential
- Networking skills, confident and at ease with clients and management
Personal Attributes of the Portfolio Manager
- Must be self-motivated, able to prioritise and deliver an accurate and efficient workload.
- Dedicated to help management drive the business forward and a confident personality and well presented.
- Demonstrates ability to add to workload increase as more client work accepted.
- A personality who deals with clients and colleagues pleasantly.
- Ability to be completely discreet and handle client information confidentially.
Required skills
- Accounting – Qualified ACCA or ACA
- Portfolio Management – 4yrs+ Full responsibility for sizeable Portfolio Tax
- Sage Line50, IRIS
- Sage / QuickBooks / Xero / cloud accounting, strong IT skills
- Top of Form – able to demonstrate technical ability and accountancy law
- Drop-box
- Excel spreadsheets to financial standards
- Presentation skills
- Excellent general IT skills
To apply
Send your CV along with a brief covering letter outlining your relevant experience and demonstrating why you think you are the right person for this role.