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Senior Portfolio Manager

Posted 4 May by REED Accountancy Easy Apply Featured Ended

Well established and reputable Dorset based Accountancy Practice

A qualified ACCA or ACA with a minimum of 3 years post qualification experience.

Reporting in directly to the directors the successful candidate will run a varied portfolio of clients’ accounts, ranging from large sole traders, to partnerships, LLP’s, and limited companies.

You will deal with all aspects of the client’s affairs, to include accounts production, preparation and submission of corporate, partnership and personal tax returns and client management.

You will supply business advice when required for each client to help plan and run their business in the most efficient manner.

A working knowledge of Sage accounts will be an advantage as will experience of Iris practice software.

Experience in running a portfolio of clients to include all aspects of client accountancy, taxation and company secretarial.

A self-motivated individual who is able to work to deadlines and deliver completed thought through work, to the highest standard on a timely basis. Delivering excellent client service.

Good management skills are essential to deal with a deadline driven environment.

Salary is market rate for the level of role.
On successful completion of the probationary period there will also be private medical insurance and parking permit.

Reed Specialist Recruitment Limited is an employment agency and employment business

Required skills

  • ACCA
  • Accountancy Firm
  • Chartered Accountants
  • Financial Accounting

Reference: 34261423

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