Portfolio Manager

Reed practice are working with a firm of established accountants based in Swindon. They are looking to add a portfolio manager to their experienced team. The ideal candidate will provide professional and efficient technical processing, support & advice on the collation and reporting of Accounts across a broad client base from sole traders to limited companies, ensuring adherence to deadlines and processing budgets.

Duties and Responsibilities:

• Preparation & production of accounts from collation and processing to report and analysis.
• Ensure timely presentation of accounts within budget and to annual/periodic deadlines.
• Preparation of management accounts.
• Prepare corporation and personal tax computations.
• Conduct client review meetings and provide timely response to client requests for support & advice.
• Mentoring, training & supervision of employees including overseeing progress of delegated tasks.
• Development of internal procedures and workflow efficiencies.

Requirements:

• ACCA or ACA qualified.
• Accountancy practice experience essential
• Minimum 2 years post qualification experience
• Meticulous attention to detail
• Highly organised & able to work autonomously
• Ability to mentor junior members of staff
• Confident communicator – provide advice with regards to accounts
• Audit experience would be an advantage

Does this role sound like you? Then go on ahead and apply!