Portfolio Manager

Red Eagle
Sevenoaks, UK
13 Sep 2019
28 Sep 2019
Contract Type
Full Time
Small but long-standing, and thriving independent firm based in the Sevenoaks area now has an outstanding opportunity for an experienced client supervisor or portfolio manager, and keen to take that all important next step.

This firm service a broad range of clients ranging from a diverse range of industry sectors.

Duties and Responsibilities:-

Managing a mixed portfolio of statutory year-end and tax based clients on behalf of the Partners

Providing a pivotal link between the Partners and the bulk of the remaining accountancy staff

Taking a lead on marketing, business developing and cross-selling opportunities within the firm

Proving leadership and ongoing support to the more junior members of the team

Reviewing case files and offering improvements and solutions

Advising clients on various tax issues; including strategy and advisory

The Ideal Candidate Will Possess the Following:-

ACA/ACCA qualified with in excess of 3 years' PQE

Experience of managing a portfolio of clients and a small to medium sized internal team

Exceptional communication skills; an ability to lead and inspire others

Want to play an integral part in a growing and profitable business

The successful candidate will be provided with fantastic career opportunities. This is an excellent opportunity to work within a highly respected, mid-tier accountancy practice based in the Sevenoaks area.

This firm offers and attractive salary package, a friendly working environment and the opportunity to work alongside like-minded individuals.

Your CV will be forwarded to Robin Eades of the Red Eagle Group a leading specialist Accountancy recruitment consultancy. The services advertised by Red Eagle Group are those of an Employment Agency. Please contact Robin Eades at the Red Eagle Group. Red Eagle is acting as an agency in respect to this role

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