Portfolio Manager

• Providing excellent service support and proactive business advice to a portfolio of limited company clients
• Managing and reviewing statutory and management accounts from planning through to completion ensuring compliance with HMRC and Companies House standards and deadlines
• Managing and reviewing corporation tax personal tax and VAT computations and returns
• Analysing company accounts and delivering tailored advisory support to clients
• Managing company secretarial tasks including CS01s company formations and ad-hoc filings
• Monitoring deadlines across your portfolio (accounts VAT tax returns CS01s and related compliance)
• Leading developing and monitoring performance across a team of senior and junior staff to maintain standards compliance and service quality
• Advising clients on tax planning including remuneration strategy pension contributions and capital assets
• Liaising with credit control to ensure services are billed correctly and credit control policy is followed
• Working closely with the Personal Tax Manager on self assessment for your portfolio and with wider tax specialists on more complex matters
• Reporting regularly to senior management on portfolio statistics and performance
• Attending and leading client meetings when required
• Actively building your portfolio and identifying opportunities to upsell and cross-sell services
• Supporting team development through training coaching and strong day-to-day leadership

• ACA or ACCA qualified with a minimum of 3 years experience in practice
• Part-qualified ACA or ACCA will be considered with significant experience managing a portfolio and leading an accounting team
• Proven experience managing your own portfolio of clients alongside team management
• Strong experience with cloud accounting software (Xero preferred)
• Working knowledge of accounting support tools such as Dext CCH (or similar)
• Skills and attributes
• A can-do attitude with exceptional communication and organisational skills
• A compassionate confident leader who can inspire and motivate junior team members
• Passion for client relationships and delivering excellent customer service
• Proactive approach comfortable taking ownership and driving standards

• Hybrid

• Competitive salary 45-55k per annum
• Company pension scheme
• 25 days annual leave plus bank holidays
• Additional annual leave at certain levels of seniority
• Option to buy up to 5 additional days annual leave (up to 30 days total)
• Business closure over Christmas (subject to business needs)
• Life assurance (4x annual salary)
• Enhanced family leave policies
• Enhanced company sick pay
• Employee Assistance Programme (24/7 support free and confidential)
• Corporate discounts platform

• Critical illness cover
• Cash plan
• Cycle to work
• Eye care
• Dental

If you are looking to join a supportive and growing practice where your contribution will be recognised and your career can develop further we would be delighted to hear from you.