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Client portfolio manager

Cheltenham
Permanent
Michael Page Sales
Portfolio manager
Posted: 17h ago
Offer description

This position offers an exceptional opportunity for a Qualified Accountant to manage and facilitate the accurate preparation of accounts for a wide range of OMB (owner managed business) working as a portfolio manager engaging in face2face meetings so as to maintain excellent client relations. Based in Gloucester, and within easy access to the M5.

Client Details

Our client is a well-established, professional services firm based in Gloucester. With a team of 14 professional staff that cover Audit, Accounts and Taxation services in a friendly and professional way. They are known for providing top-quality services to a diverse range of OMB clients, both locally and nationally.

Description

* Coordinate and complete annual audits.
* Mentor and develop a team of junior accountants, managing work allocation, training, problem resolution, performance evaluation, and the building of an effective team dynamic.
* Advise on long-term business and financial planning.
* Working as part of an established team dealing with Accounts/Taxation and some audits.

Profile

Successful Accountant should have:

1. A degree in Finance or Accounting.
2. Professional certification (e.g. ACA, ACCA) or part qualified and therefore qualified by experience.
3. Proven working experience in the professional services industry.
4. Strong u...

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