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 Client 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.

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.

About Us

Our mission is to build relationships with our clients, to support them on their business journey and to make a positive difference to their business and their lives. As a forward-thinking accountancy practice, you’ll have access to the very latest software and technologies as we embrace technology to enhance our client experience.

We provide a collaborative environment and inclusive work culture. We believe in the power of teamwork where you will work alongside a team of talented and dedicated professionals. We are committed to supporting the growth and development of our team members and offer comprehensive training programs, mentorship opportunities and a clear career progression path so that you can reach your full potential.

Join our team and unlock your full potential!

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
• 36 days holiday inclusive of bank/public holidays and Christmas closure
• Option to buy/sell a maximum of 5 days holiday
• Flexible working (3 days office minimum)
• Employee assistance programme (which includes; Life support, Legal information, Bereavement support, Medical Information, CBT & Managerial Support).
• Pension scheme – 5% employer contribution
• Life assurance cover (4 x annual salary)
• On-site parking
• Option of salary sacrifice pension scheme
• Enhanced maternity/paternity/shared parental pay
• Enhanced sick pay
• Referral scheme
• Paid volunteer time and an annual charitable donation on your behalf
• Long service enhancements to employer pension contribution and holiday entitlement