Portfolio ManagerREF: 23708
Date posted: February 5, 2025
£60000 - £65000 per annum
London, Greater London
Permanent
Job description
Portfolio Manager
North West London
£60,000 - £65,000
We are now recruiting for an accountancy practice based in the North West that are offering a broad range of services to businesses across various sectors. They are currently seeking an experienced and highly motivated Portfolio Manager to join their team. This is a fantastic opportunity for an individual with a strong background in accounting, VAT, bookkeeping, and management accounts to lead and manage a portfolio of clients while delivering exceptional service.
Key Responsibilities:
- Client Portfolio Management: Manage a diverse portfolio of clients, providing tailored accounting and business advisory services, ensuring the needs of clients are met efficiently and effectively.
- Accounts Preparation: Oversee the preparation and review of financial statements, ensuring compliance with UK GAAP and other relevant regulations.
- VAT Services: Ensure accurate VAT reporting and filings, managing VAT compliance and advising clients on VAT planning, mitigation strategies, and compliance issues.
- Bookkeeping: Supervise the preparation and review of bookkeeping records, ensuring accuracy and timely completion.
- Management Accounts: Prepare and review management accounts, providing insightful financial analysis to clients, and assisting with budget forecasting, and financial planning.
- Team Leadership and Development: Lead a small team of accountants and bookkeepers, providing guidance, support, and training as necessary to ensure the effective delivery of services.
-Client Relationships: Build and maintain strong relationships with clients, becoming their trusted advisor and point of contact for all accounting-related matters.
-A bit of audit experience and knowledge would be desirable but not essential
Key Requirements:
ACA/ACCA qualified (or equivalent), with significant post-qualification experience.
Strong experience in managing client portfolios within an accountancy practice, covering accounts, VAT, bookkeeping, and management accounts.
In-depth knowledge of accounting principles, VAT regulations, and financial reporting standards.
Proven track record in delivering high-quality client service and maintaining strong client relationships.
Excellent organisational and time-management skills with the ability to prioritise tasks and meet deadlines.
Ability to lead and motivate a team while managing multiple projects simultaneously.
Strong communication and interpersonal skills with the ability to interact effectively with clients and colleagues.
Proficient in accounting software (e.g., Xero, QuickBooks, Sage) and Microsoft Office Suite.
Benefits:
Competitive salary (£60,000 - £65,000 per annum).
Generous holiday entitlement and flexible working arrangements.
Ongoing professional development and training opportunities.
Pension scheme and other employee benefits.
A supportive and collaborative team environment.
If you are interested in this role, do reach out to Melissa Mallison / [email protected]
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Reference: 237082171_1738768733
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Date posted: February 5, 2025
£60000 - £65000 per annum
London, Greater London
Permanent
Job description
Portfolio ManagerNorth West London
£60,000 - £65,000
We are now recruiting for an accountancy practice based in the North West that are offering a broad range of services to businesses across various sectors. They are currently seeking an experienced and highly motivated Portfolio Manager to join their team. This is a fantastic opportunity for an individual with a strong background in accounting, VAT, bookkeeping, and management accounts to lead and manage a portfolio of clients while delivering exceptional service.
Key Responsibilities:
- Client Portfolio Management: Manage a diverse portfolio of clients, providing tailored accounting and business advisory services, ensuring the needs of clients are met efficiently and effectively.
- Accounts Preparation: Oversee the preparation and review of financial statements, ensuring compliance with UK GAAP and other relevant regulations.
- VAT Services: Ensure accurate VAT reporting and filings, managing VAT compliance and advising clients on VAT planning, mitigation strategies, and compliance issues.
- Bookkeeping: Supervise the preparation and review of bookkeeping records, ensuring accuracy and timely completion.
- Management Accounts: Prepare and review management accounts, providing insightful financial analysis to clients, and assisting with budget forecasting, and financial planning.
- Team Leadership and Development: Lead a small team of accountants and bookkeepers, providing guidance, support, and training as necessary to ensure the effective delivery of services.
-Client Relationships: Build and maintain strong relationships with clients, becoming their trusted advisor and point of contact for all accounting-related matters.
-A bit of audit experience and knowledge would be desirable but not essential
Key Requirements:
ACA/ACCA qualified (or equivalent), with significant post-qualification experience.
Strong experience in managing client portfolios within an accountancy practice, covering accounts, VAT, bookkeeping, and management accounts.
In-depth knowledge of accounting principles, VAT regulations, and financial reporting standards.
Proven track record in delivering high-quality client service and maintaining strong client relationships.
Excellent organisational and time-management skills with the ability to prioritise tasks and meet deadlines.
Ability to lead and motivate a team while managing multiple projects simultaneously.
Strong communication and interpersonal skills with the ability to interact effectively with clients and colleagues.
Proficient in accounting software (e.g., Xero, QuickBooks, Sage) and Microsoft Office Suite.
Benefits:
Competitive salary (£60,000 - £65,000 per annum).
Generous holiday entitlement and flexible working arrangements.
Ongoing professional development and training opportunities.
Pension scheme and other employee benefits.
A supportive and collaborative team environment.
If you are interested in this role, do reach out to Melissa Mallison / [email protected]
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Reference: 237082171_1738768733
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