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Portfolio manager

Chichester
Permanent
James Todd & Co Limited
Portfolio manager
Posted: 14h ago
Offer description

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 9.00am – 17.30pm 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. Main responsibility Must be ACCA/ACA qualified with demonstrable practice experience. Dealing with a mixed portfolio of clients, you will be responsible for all client service delivery for the portfolio clients. 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. Provision of strategic business advice where appropriate and any other associated work for the portfolio of clients as required. Coaching and mentoring of junior staff will be required so previous experience would be beneficial. Job Description : · 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 · Managing the workflow for all portfolio services in accordance with internal SLA’s · 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 · Provision of strategic business advice, where appropriate to portfolio clients · 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 · Support Partners/Directors with more complex and/or high worth clients as required, ensuring optimum service delivery and maximising advisory services · 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 · Undertake any other duties which may be required by management commensurate to the role The Person You will ideally have at least 2-3 years’ post qualified practice experience, together with excellent verbal and written communication skills. 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. We are looking for a professional, customer orientated and friendly individual who is eager to continue to develop their technical knowledge and work with a proactive and reliable ethos. A flexible, self-motivated, team player with m eticulous organisational skills, exceptionally high standards and has excellent communication and interpersonal skills. You will thrive on responsibility and the satisfaction of a job well done and are looking for variety within a growing and very professional team. Skills & Experience you must have: · ACCA/ACA qualified with 2-3 years post qualified practice experience · accounts preparation, business and personal tax · m eticulous organisational skills and the ability to work quickly, accurately and to deadlines · able to undertake 1 st level file reviews and feedback constructively to junior members of staff · 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 · excellent customer service skills and the ability to communicate effectively and liaise at all levels both external and internally · previous experience of working in a fast-pace office environment as part of a professional team

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