Job Description
Accountancy Practice Portfolio Manager, Up to £65,000 + Benefits + Hybrid Working, Weybridge, Surrey
Accountancy Practice Portfolio Manager Overview:
This is a newly created position and this role has come aboard based on growth and demand within the business. Reporting to the Director of the practice the Portfolio Manager position is working for a forward-thinking, tech-driven accountancy practice based in Surrey. The Portfolio Manager will lead client relationships, inspire business owners with financial insight, and play a key role in developing a small team.
What Makes This Role Different
* Modern & Flexible Working:3 days in the office (TuesThurs) for collaboration work remotely the rest of the week.
* A Culture That Values Innovation:This business is constantly evolving how they work, embracing automation and new technologies to make life easier for both the team and their clients.
* Room to Grow:Be part of an ambitious practice where your ideas and input genuinely shape the business.
What Youll Be Doing
1. Managing a diverse portfolio of clients, acting as their go-to advisor and ensuring exceptional service delivery.
2. Leading and coordinating the accounting and tax teams to meet key deadlines.
3. Reviewing and finalising year-end financial statements and tax returns.
4. Preparing and reviewing management accounts...