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Permanent

Portfolio Manager

Sawbridgeworth
money-bag 40000.00-40000.00 Annual
3079512054
Posted 1 week ago

Portfolio Manager - Job DescriptionLocation: Office-based 3-4 days per weekEmployment Type: Full-timeDepartment: Accounts and Business ServicesOverviewWe are seeking an experienced Portfolio Manager to oversee a varied client portfolio and lead the delivery of high-quality accounting, tax, and advisory services. This role is ideal for a technically strong accountant with excellent client management skills and a proven ability to manage workflows, mentor junior staff, and ensure consistent delivery across statutory accounts, management reporting, and tax compliance.Key ResponsibilitiesPortfolio and Client ManagementAct as the primary point of contact for a diverse portfolio of clients across multiple sectors.Build strong, long-term client relationships through proactive communication and delivery of high-quality work.Review work completed by junior and mid-level team members, ensuring accuracy and technical compliance.Identify advisory opportunities and support the delivery of value-added services.Statutory Accounts ProductionReview and prepare statutory accounts in accordance with: FRS 102FRS 102 1AFRS 105IFRSEnsure all financial statements comply with relevant accounting standards and firm quality guidelines.Management ReportingPrepare and review management accounts, ensuring timely and accurate reporting.Provide insightful variance analysis, commentary, and financial insights to support client decision-making.Tax and ComplianceOversee and review corporation tax ..... full job details .....

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