Product Features
Blog
Contact Us
Sign In
Reed
,
Wimborne Minster, Dorset
Portfolio Manager
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £40,000 per annum |
Overview
Qualified ACA / ACCA Senior Portfolio Manager required for a dynamic Practice Firm based in the heart of Wimborne. Company Details: Well established firm of Chartered Certified Accountants, Chartered Tax Advisors and Registered Auditors. Our client works with over 1,000 clients across Dorset from their Wimborne office. Substantial experience and technical expertise, this practice firm has a wealth of professional contacts and a trusted approach to clients. Portfolio Manager: Working with a portfolio of clients, you will be Qualified (QBE, ACA, ACCA) with a high level of expertise working with and managing clients expectations. The day to day role will include accounts, corporate tax, personal tax, company secretarial, planning etc and working together with the partners. In addition: • Preparing statutory accounts for sole traders, limited companies and partnerships • Completing personal tax and corporation tax returns • Assisting on audit projects when required. • Meeting with clients and advising on technical issues. • Reviewing work completed by the junior team members, from time to time. Successful Candidate requirements will include: • ACA/ACCA qualified or part qualified. • Significant accounts experience in Public Practice. • Experience with accounts software e.g. Advanced Excel, Sage, IRIS. • Candidates must have exemplary communication skills and be capable of liaising and forming relationships with clients. Benefits: - Competitive salary - Parking Permit - Private Medical Insurance and Auto Enrolment Pension - Bonus Scheme - Work, life, Balance - Autonomy to manage your won Portfolio to suit your skill set and experience - Strong third party relationship skills Please contact me if you are interested in the above vacancy and would like to discuss the opportunity in a discreet and professional manner.