Portfolio Manager

£45k - 55k per year + benefits
04 May 2021
29 Jun 2021
Hardcastle Burton
Job Title
Experience Levels
Contract Type
Full Time

Hays have been retained on an exclusive basis to recruit a Manager or Senior Manager for a highly respected accountancy firm in Royston.

This exciting opportunity will see you manage your own established portfolio and offer you real scope to progress to your full potential. Genuine path to Partnership for the right candidate.

Key duties and responsibilities;

  • Keep up to date with all technical developments to ensure continued excellent services with the client.
  • Assume overall responsibility for client assignments;
  • Deliver accounts to partner in a fit state for discussion with clients, free of technical error and with only major queries outstanding;
  • Ensure all deadlines and budgets are met;
  • Take responsibility for WIP control and billing;
  • Assist in the management of the overall team on a day to day basis;
  • Act as a major point of contact within the firm for client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided and maintaining regular contact with clients;
  • Provision of general tax advice to clients;
  • You will be expected to be able to write professional letters, reports and other written submissions for review by partners for use with clients and other relevant third parties;
  • Develop, retain and motivate junior members of staff (includes ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place for appraisees)
  • Monitor and improve team’s work to ensure consistently high standards

Experience and qualifications

  • ACA/ACCA qualified or equivalent preferably with 3 or more years’ post-qualification experience in an accountancy practice
  • Proven client relationship skills  
  • Broad accounts and tax knowledge with the ability to advise clients directly
  • Proficient at Microsoft office especially Excel
  • Excellent knowledge of accounting packages e.g. IRIS, Xero, Sage, QuickBooks etc
  • Experience of managing client assignments

Salary and rewards package

  • £45-55k salary
  • 25 days holiday
  • Flexible working
  • Pension