Job Title: Portfolio Manager
Job Description:
We are seeking an experienced portfolio manager to join a highly regarded firm of chartered accountants in the region.
As a portfolio manager, you will work closely with the management team, overseeing a diverse portfolio of clients across various sectors.
You will be the primary point of contact for your clients, ensuring all work is completed accurately and efficiently. In addition to portfolio management, you will oversee and assist in the development of junior staff, providing necessary support and reviewing their work.
The ideal candidate will be ACCA/ACA Qualified with strong and varied general practice experience (qualified by experience individuals will also be considered).
Responsibilities:
* Managing a diverse portfolio of clients from various industry sectors.
* Supporting partners and clients with bespoke queries and ad hoc project work.
* Preparation and review of financial statements and tax computations.
* Acting as the primary point of contact for an array of clients.
* Managing workload and that of the team efficiently to exceed client expectations.
* Reviewing the work of junior staff, providing guidance and support as required.
Skills and Qualifications:
* ACCA/ACA Qualified or Qualified by Experience.
* Essential practice experience.
* Portfolio management experience.
* Experience reviewing work prepared by junior staff.