Join a successful accountancy firm as a portfolio manager and join a team with a great inclusive culture.
Your new firmA modern and growing independent firm of accountants based in Bolton are looking to appoint an Portfolio Manager to join their team. This role has arisen due to continued new business wins and is a great opportunity for an ACA / ACCA / QBE practice accountant to join the team in an autonomous role. The firm will consider full time applicants and those looking to work four days or reduced hours.
Your new role
As a portfolio manager you will be allocated your own portfolio of clients for which will predominantly consist of OMB / SME clients under the audit threshold for which you will be responsible for the supervision and delivery of both compliance and outsourcing services. You will be responsible for managing your own deadlines, liaising with clients on a regular basis providing advice and training to your portfolio. You will utilise a variety of cloud based accounting tools and work with your clients to ensure they maximise the benefit of these programmes.
What you'll need to succeed
The firm are seeking an experienced practice accountant who has worked within a general practice and is comfortable liaising with clients. You will ideally be ACA / ACCA qualified however QBE applications will also be considered. This is an autonomous role where you will take responsibility for managing your own deadlines so strong communication and organisation skills are essential. Exposure to various cloud based accounting packages is also key.
What you'll get in return
This is a great job opportunity to join a local Bolton based firm which has an excellent reputation with both their clients and their employers. The firm will pay a salary of up to £40000 plus a generous bonus scheme, 25 days holiday and flexible working hours. This role will be predominantly office based however there will be flexible working options on offer for the right candidate.
What you need to do now
If you're interested in this Bolton based Portfolio Manager role click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this Portfolio Manager job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.