Qualified Accounts Portfolio Manager

Our client is a fast-growing, successful, Top 100 Accountancy Firm, specialising in the Accountancy and Business Advisory services. Due to continuous expansion, they are now looking to acquire the services of an Accounts Senior to join the team, to manage a portfolio of clients and drive the delivery of accounting and tax planning solutions to the clients, as well as building relationships, allowing you to effectively deliver projects and grow members of the team. This is a fantastic opportunity, which would suit an individual who is a self-starter, passionate and resilient looking to work in a varied, dynamic environment, offering the scope for credible career development.

Main Responsibilities:

• To provide exceptional levels of service to clients on a wide variety of areas, on a cost effective and timely basis.
• Responding to client queries, and those from third parties (e.g., HMRC) in a timely manner.
• Seeking to gain experience/progress role and those of other staff by seeking to take more advanced work from partners and delegating more routine work to others, thereby aiding cost-effectiveness, and adding to interest/training of all within the team.
• Developing knowledge of clients and their businesses as to become their point of contact on day-to-day matters.
• Reviewing accounts and tax returns prepared by more junior staff. Includes corporate and unincorporated clients.
• Assisting with the management of the Department to meet departmental objectives through planning. This includes completing staff appraisals, monitoring and effective delegation, utilising the skills and knowledge within the existing team and sourcing additional knowledge.
• Completing staff appraisal forms providing feedback (good and bad) and training as required.
• Seeking to identify business and tax planning opportunities, VAT issues, NIC issues, business planning points, etc. as part of the review process. Drawing to attention of partners/client as appropriate. Preparation of necessary reports/computations etc., liaising with other professional advisers as required.
• Assisting partners with specific assignments – e.g., business planning, advisory and tax matters.
• Assisting partners in controlling WIP within the section by progressing work to completion/billing point swiftly. Liaising with partners regarding WIP and raising bills/assisting as required.
• Monitoring progress against deadlines and ensuring these are met – e.g., company reporting, P11ds, tax returns, etc.
• Ensuring work is planned and progressed in an efficient, timely and cost-effective manner by liaising with Partners and supervising staff.

Key Skills & Experience:

• ACA/ACCA fully or part-qualified or AAT qualified.
• Experience at Manager level within a Practice environment.
• Able to review and complete accounts files and personal tax returns quickly and efficiently.
• Strong computer literacy.
• Excellent problem resolution skills and idea generation ability.
• Strong marketing, networking, and business development skills.
• Pro-active management skills, resulting in high performance teams.
• In-depth knowledge of accounts preparation.
• In-depth taxation knowledge.
• Willingness to learn and consider the bigger picture.
• Proven verbal and written communication skills.
• Strong presence quickly builds rapport and trust and highly confidential.
• Resilient, energetic, achiever and self-motivated.
• Organised, creative and analytical.

Additional Information:

• This is a full time, permanent role, Monday to Friday, flexible working hours and structure (37.5 hours per week).
• 23 Days Holiday + Bank holidays (increases with length of service).
• Enhanced Employer Pension Contribution, Benefits Platform, Life Assurance, Private Medical Insurance, Medical Cash Plan, Comprehensive Employee Assistance Program, Enhanced Maternity.

If you would like to apply for this opportunity, please submit an up-to-date CV including details about your current or most recent salary and your availability/notice period. You can also call Stuart Moore on  for a discreet and confidential discussion about the role.