Overview
Accounts Portfolio Manager – Exeter. This is a senior position ideal for someone who is technically strong and passionate about client service. You will lead on delivering accounting and advisory services and manage a broad portfolio of clients.
Key Responsibilities
* Manage a portfolio primarily consisting of SMEs, partnerships, and sole traders, acting as the main point of contact for clients and ensuring their needs are met. Build and maintain strong, long-term client relationships founded on trust and excellent service.
* Financial Reporting And Compliance – Prepare and review financial statements, annual accounts, tax returns, and periodic management reports. Ensure accuracy, compliance with relevant accounting standards and UK tax regulations, and meet reporting deadlines.
* Strategic Advisory – Provide strategic financial insights to help clients grow their businesses and improve financial performance. Advise on tax planning, cash flow management, and business planning opportunities tailored to each client.
* Client Relationship Management – Serve as the trusted adviser, handle day-to-day queries, conduct client meetings, present findings, and ensure high client satisfaction.
* Team Leadership And Mentoring – Supervise and mentor junior accountants and trainees, review work, provide guidance and training, and foster professional development to maintain a high-performing team.
* Quality Control And Compliance – Ensure work quality and compliance with UK GAAP/IFRS and current tax legislation; stay updated with changes and adapt services accordingly.
* Continuous Improvement – Collaborate with directors and senior management to identify opportunities to improve internal processes and client service. Autonomy to manage your portfolio while contributing to firm-wide initiatives.
Note: This role is pivotal to the firm’s success and offers opportunities to impact both clients and the practice.
About You
The ideal candidate is a qualified accountant with strong technical knowledge and excellent people skills. Key qualifications and attributes include:
* ACA or ACCA Qualified with full membership status (or equivalent).
* Practice and managerial experience in accountancy, with a track record of managing a diverse portfolio and supervising staff (Accounts Manager or Client Manager level preferred).
* Strong knowledge of UK accounting standards (UK GAAP and/or IFRS) and tax compliance; able to stay current with regulatory changes.
* Proficiency in accounting software including Xero, QuickBooks, and Sage; familiarity with other cloud accounting and tax software is a plus.
* Leadership and mentoring abilities with experience in delegating and giving constructive feedback.
* Client-focused communication and interpersonal skills; ability to explain complex financial information clearly and build trusted adviser relationships.
* Analytical, organised, and proactive in managing deadlines and portfolio priorities.
* Commercial awareness and ability to spot opportunities to add value for clients and improve services.
If you are ambitious, reliable, and personable and meet the above criteria, we would love to hear from you. Benefits and a role focused on partnering with clients and contributing to firm growth follow.
Benefits
* Holiday and Leave: 23 days plus bank holidays, with an additional day for your birthday.
* Pension and Financial: Company pension with employer contributions; death in service cover.
* Professional Development: Ongoing training and potential progression to senior management roles.
* Agile Working: Some remote working arrangements after probation.
* Personal Health: NHS top-up personal health cash plan.
* Team Culture: Friendly, collaborative environment that values ideas and contributions.
About Streets Chartered Accountants
Streets Chartered Accountants is a top 40 UK firm of Chartered Accountants, partnering with businesses, corporate clients, charities, and individuals to drive success. Founded in 1907; co-workers 500; turnover 40M.
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