Portfolio Manager

We are seeking an experienced Portfolio Manager to join our very busy team in Macclesfield on a full-time basis.

Reporting to the Associate Director, the successful candidate will be responsible for managing a portfolio of clients and will be at the forefront of developing our accountancy service offering.

You will be ACA/ACCA qualified with preferably 3 years post qualified experience working in a practice environment.

This role would suit a candidate who is looking for a hands-on, client facing role with a dynamic and growing accountancy practice, with opportunities to develop and progress within the firm.

Purpose

The main purpose of the role is to provide professional financial advice and exceptional service to our accounting clients, which comprise mainly of small owner-managed businesses. You will also have significant involvement in assigning and reviewing draft accounts prepared by the trainee accountants within the team.

Responsibilities

• Managing a portfolio of clients
• Tracking job progress and billing targets
• Monitoring deadlines
• Preparation of accounts for sole traders, partnerships and limited companies
• Preparation of income tax computations and returns for individuals and partnerships
• Preparation of corporation tax computations and returns
• Building a positive working relationship with clients and the practice
• Ensure compliance with all financial regulations
• Use of computer software including IRIS, Sage, Xero and Quickbooks
• Ensuring work is completed to a high standard and on time
• Dealing with any client queries in a timely and efficient manner
• Assisting colleagues and trainees within the team with development and technical advice
• Undertake such other duties that are required commensurate with the role

Requirements

• Fully qualified accountant (ACA/ACCA) with ideally 3 years post qualified experience in a practice environment
• Exceptional interpersonal skills and able to successfully communicate with people at all levels, both financial and non-financial
• Excellent reporting skills
• Confidently able to offer recommendations and advice to our clients.
• Highly competent with outstanding commercial acumen and a solid grasp of business aims and objectives
• Demonstrable experience and a proven track record in a similar role
• A full UK driving licence is essential

Benefits and other

• Competitive salary and performance related bonus scheme
• 36 days holiday inclusive of bank/pubic holidays and Christmas closure
• Option to buy/sell a maximum of 5 days holiday
• Flexible working
• Employee assistance programme (which includes; Life support, Legal information, Bereavement support, Medical Information, CBT & Managerial Support).
• Pension scheme – 4% employer contribution
• Life assurance cover (4 x annual salary)
• Employee Assistance Programme
• Flexible working
• On-site parking

Job Type: Full-time

Salary: From £39,000.00 per year

Benefits:

• Additional leave
• Company events
• Company pension
• Free parking
• Life insurance
• On-site parking
• Referral programme
• Sick pay
• Wellness programme

Schedule:

• Monday to Friday

Supplemental pay types:

• Performance bonus

Ability to commute/relocate:

• NORTHWICH: reliably commute or plan to relocate before starting work (required)

Work Location: In person