Portfolio Manager

Posted 19 February by Wills Consultants

About The Role: We are seeking a Portfolio Manager to manage a range of clients and drive the delivery of accounting and tax planning solutions. You will be joining a progressive business with an open and cooperative culture and will have an excellent opportunity for personal growth, development and career progression. Building relationships and understanding client businesses is key to the role providing excellent service levels to clients in a variety of areas, on a cost-effective and timely basis. You will be supporting Partners with more complex work whilst delegating more routine work to others. You will be reviewing accounts and tax returns and seeking to identify business and tax planning opportunities. You will be responsible for ensuring work is planned and progressed in a timely and cost-effective manner.

Requirements: You will be ACA/ACCA/CTA or equivalent qualified with a minimum of 3 years accounts and tax experience within a practice environment. You should be a strong problem solver and have the ability to readily interact effectively with colleagues, clients and third parties.

Salary & Benefits: £48-60,000 + excellent benefits

About Us: Wills Consultants is an independent recruitment consultancy specialising in finance positions. Wills Consultants has an extensive client base that ranges from the thriving SME sector through to national and international PLCs including leading local accountancy practices.

Application questions

Are you ACA/ACCA/CTA or equivalent qualified?
Do you have 3 years accounts and tax experience within a practice environment?

Reference: 34205382

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