Lentells is an accountancy practice who employ over 80 staff members across 3 offices in Devon and Somerset. We are now looking to recruit for a portfolio manager to join our team in our Chard office on a permanent basis.
The main duties of this role include
* Responsible for managing a portfolio of clients
* Supporting the Directors with providing a range of accounting and tax services to our varied portfolio of client
* You will ensure that our clients expectations are met in a timely and efficient manner
* Being main contact to our clients on a day to day basis
* Being responsible for mentoring and training junior staff members
The ideal candidate will have
Essential Experience
* Qualified ACCA or ACA is preferred but if not qualified must have proven practice experience
* Minimum of 5 years experience
Essential Skill Requirements
* All applicants MUST be eligible to work in the UK
* Keen eye for detail
* Positive, can do attitude who is willing to learn
* Resilient, able to work independently and prioritise tasks
* Outgoing, confident and able to work well under pressure
* Takes own initiative and is organised and able to meet deadlines
* Professional and team player
* Good knowledge of Excel and Word
* Excellent verbal and written communication skills
* Ability to learn new IT skills
Desirable Experience
* Previous experience of managing a portfolio of clients
* Knowledge or experience of medical accounting an advantage
* Recent practical experience of producing accounts and dealing with clients directly
* Experience of training junior staff/managing a team an advantage
Benefits include:
* Competitive salary with regular salary reviews
* 25 days annual leave, plus bank holidays
* Private medical cover upon completion of a probationary period
* Company pension
* Hybrid working available subject to qualifying criteria
* Free on-site parking
* Sick pay
* Cycle-to-work scheme
* We are a registered Mindful Employer
Opportunities to undertake further qualifications and career progression are available for the right candidates. Part time would be considered.
#J-18808-Ljbffr