A well-established, vibrant and expanding Accountancy practice based in Chichester and Hampshire is seeking an enthusiastic, organised, flexible and experienced Portfolio Manager to join the team to service practice clients. The role is full time 9.30pm Monday to Friday. T his is a permanent position and is an integral part of our dedicated team, supporting an ever-growing number of clients.
Must be ACCA/ACA qualified with demonstrable practice experience. Responsible for overseeing the preparation of Year End accounts for Limited Companies, LLPs, Sole Traders and Partnerships, Corporation tax and preparation and filing of personal tax returns. Coaching and mentoring of junior staff will be required so previous experience would be beneficial.
Day to day management of a mixed portfolio of clients ensuring all aspects of service delivery is met in accordance with internal quality standards, compliance regulations and deadlines
· Responsible for achieving monthly billing targets and quality service delivery as part of the company wide accounts team
· Preparation and filing of statutory accounts for all business entities
Preparation and filing of corporation tax computations and returns
Dealing with, and advising on personal tax issues, ensuring compliance with tax legislation and filing personal tax returns
· Mentoring and coaching of less experienced members of staff as required
· Review of Y/E accounts prepared by junior staff and/or Semi Seniors
· Act as a technical knowledge base for the less experienced members of the Accounts team and assist with the delivery of work flows to meet deadlines & budgets
· Ensuring procedures, policies, legislation and regulations are correctly followed and complied with
· Working closely with the colleagues to ensure quality of output and efficiency of procedure
· You will have managed your own portfolio of clients and have proven experience of delivering high quality work and developing good working relationships with a range of colleagues and clients.
A flexible, self-motivated, team player with m eticulous organisational skills, exceptionally high standards and has excellent communication and interpersonal skills. ACCA/ACA qualified with 2-3 years post qualified practice experience
· accounts preparation, business and personal tax
· comfortable dealing with clients queries in a professional, timely yet commercial manner
· strong IT skills including a good working knowledge of MS Office, including Excel and Word
· previous experience of working in a fast-pace office environment as part of a professional team