Corporate Portfolio Manager (Accountancy)

• Overseeing a portfolio of clients: Manage a portfolio primarily consisting of incorporated SMEs, acting as the main point of contact for your clients and ensuring their needs are met
• Financial reporting and compliance: Prepare and review financial statements, annual accounts, tax returns, and periodic management reports for your clients
• Strategic advisory: Provide strategic financial insights to clients to help them grow their businesses and improve their financial performance
• Client relationship management: Serve as the trusted adviser for clients in your portfolio, handling day-to-day queries and proactively addressing their accounting and business needs
• Team leadership and mentoring: Supervise and mentor a team of junior accountants and trainees
• Quality control and compliance: Take responsibility for the quality of work produced by your team, implementing review processes to ensure compliance with UK GAAP/IFRS and the latest tax legislation
• Continuous improvement: Work with the directors and senior management team to identify opportunities to improve internal processes or enhance the client service experience

• ACA or ACCA Qualified
• Practice and Managerial Experience
• Technical skills: Strong knowledge of UK accounting standards (UK GAAP and/or IFRS) and a good understanding of tax compliance
• Software proficiency: Proficient in accounting software including Xero, QuickBooks, and Sage
• Leadership and mentoring
• Client-focused communication
• Analytical and organised
• Business acumen
• Audit experience (desirable)

Previous audit experience would be advantageous, particularly in understanding group structures, controls, and compliance requirements

• Holiday and Leave: 23 days plus bank holidays, with an additional day for your birthday
• Pension & Financial: Company pension scheme with employer contributions and death in service cover
• Professional Development: Ongoing training and clear progression opportunities, including potential advancement to senior management roles
• Agile Working: Flexible and hybrid working options available after probation
• Personal Health Cash Plan: NHS top-up plan to support routine healthcare costs
• Team Culture: A collaborative, friendly environment where your contributions are valued