We are partnering with a well-established and recognised accountancy firm in the appointment of portfolio manager based in Wilmslow.
On a growth trajectory this accountancy firm diverse book of clients range from one-man-bands to multi-national million- pound turnover corporate entities.
- managing a team of staff
- Managing a portfolio of clients
- Review of annual accounts
- Review of corporation tax
- Managing a £200k portfolio of clients
- Preparation of annual accounts
- Preparation of corporation tax returns
- Preparing detailed management accounts in excel
- Training staff
- Meeting potential new clients, sending proposals and helping on board new clients
- Part or Qualified accountant AAT/ACA/CIMA/ACCA
- Experience working in an accountancy firm including managing clients.
- Experience completing year end accounts.
- Experience using Iris would be desirable
- Self-starter, driven and polite with strong communication skills.
- Salary up to £55k
- Flexible and hybrid working
- Private health care
- Regular team events
- Free parking
For the right person, there is also an opportunity for progression to Director and to ultimately become a co-owner of the business.
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