Audit & Accounts Portfolio Manager - Dorset

England, Dorset, Wimborne
£50000.00 - £55000.00 per annum + + Benefits + Hybrid Working
14 Mar 2023
11 Apr 2023
Debbie Stent
Job Title
Experience Levels
Contract Type
Full Time

Qualified ACA ACCA senior audit accounts portfolio manager dynamic accountancy practice in Wimborne

You will be working for a small dynamic practice reporting directly to the partners.

You will be working for a firm that works slightly differently to a traditional practice in that they don't work by departments. They have portfolio managers who act for a portfolio of clients, the complexity of which can vary tremendously, so as a portfolio manager here you will be working in conjunction with the directors doing everything that the client needs, which will include audits (35-40%), accounts, and potentially some corporate tax/personal tax. Generally "if its in your portfolio you deal with it" and you almost work like a 'mini' partner.

The successful person will be ACA or ACCA qualified, ideally with at least 5 years post qualification experience, with the ability to do audit and accounts work and have enough about them to take a role in the Practice Management as time progresses. Depending on the person, this could be reviewing of training team or to actually be a Director one day.

The partners are looking for a "commercial accountant" with good planning skills with extensive experience of managing a client portfolio with accountancy practice. By "commercial" they mean someone brave enough to give advice on a client's commercial options. Additionally, because the team are all actively encouraged to engage with their clients, this person must be an excellent communicator both over email/phone and in person. This is a role for someone who is prepared to go beyond the norm, who in return will receive all the support they need to succeed in this .

You will receive a very competitive salary salary and hybrid working, along with a number of benefits to include a parking permit, private medical insurance and auto enrolment pension after probationary period. There is also a bonus scheme for which you would be eligible. The office hours are 8 to 5 and they never work on Christmas Eve!

This is a brilliant opportunity for someone who really wants to push their career forward and who thoroughly enjoys client care/management. All in all this makes for a very interesting job and your portfolio will be tailored in its content to suit your skill set and preferences.

Please note: All applicants must have Right to Work in the UK as sponsorship for overseas employees cannot be provided for this role.

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