Portfolio Manager

Accountancy Practice - Outskirts of Preston - Portfolio Manager

Your new firm
You will be working within a large independent firm of chartered accountants who have been established for a number of years. Over the course of their tenure they have developed an excellent reputation for the services they provide and their client base has expanded due to this. Offering a range of accounting, tax, audit and payroll, they are now looking to add to their Longridge office and bring in an experienced Portfolio Manager.

Your new role
As Portfolio manager within this firm you will be responsible for c clients from an array of sectors inclusive of agriculture, service providers and hospitality to name but a few and turnovers of these clients range up to the £5Million mark. You will hold the relationship with the clients, dealing with an complex issues or queries and identifying opportunities for other services and development. This role will be hands on but also see you delegate and review work of junior colleagues and join in with appraisals and 1-1s

What you'll need to succeed
In order to undertake this role you must be ACA/ ACCA qualified and have had a number of years experience recently working in Practice. Up to date knowledge of UK tax legislation in regards to both personal and corporate tax is essential and ideally you will have had exposure to developing staff.

What you'll get in return
In return this firm are able to offer a competitive salary which is dependent upon prior experience as well as a comprehensive benefits package which includes an above average holiday entitlement of 25 days + bank holidays + your birthday off + Xmas close down. The firm are currently working on their hybrid strategy but flexible working is in operation and the chance to work from home a day a week is already in place. There is parking locally and you will be enrolled onto the firms pension scheme. The firm work 37 hours a week - 09:00 - 17:00 Monday - Thursday and 09:00 - 16:00 on a Friday. Paid overtime and TOIL are also in operation a the firm should the need arise.

This is an excellent opportunity to develop your career and become a part of a firm that really believes in growing their own - all current Directors began their career here and have worked their way up to the position they are now in which is something this role will be able to do in the medium to long term. There are plenty of opportunities to develop yourself and the portfolio at this firm and personal growth is actively encouraged.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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