Portfolio Manager - Accountancy Practice

AJ Chambers
Potters Bar
£50,000 - £65,000 per annum
05 Oct 2017
03 Nov 2017
Contract Type
Full Time

Are you ready to take the next step towards management?

This is the perfect opportunity to further your career with a highly successful and expanding independent firm in Potters Bar. Acting as a Portfolio Manager you will be handling accounts of some highly respected clients in a wide variety of industries including the financial services, property and construction sectors.

This is a fantastic opportunity for a motivated and technically strong accountant to step up into a role which offers a high level of responsibility at a local firm.



  • Managing a portfolio of existing clients.
  • Preparing accounts for clients (Limited Companies, Sole Traders, Partnerships, LLPs).
  • Reviewing and submitting VAT Returns.
  • Preparing annual personal and corporation tax returns.
  • Drafting accounts packages (certificates/letters/disclosures/minutes etc.).
  • Detailed costing of time budget.
  • Clearance of review points and processing adjustments to the accounts.
  • Liaising with clients and providing sound accounting advice.



  • Candidates must have exemplary communication skills and be comfortable nurturing relationships and maintaining with clients.
  • Either an ACA or ACCA qualification.
  • Minimum of 6 years’ experience in Public Practice.
  • Extensive experience with accounts software.


If this role is of interest then please either apply direct or contact Max Evans at AJ Chambers