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 UsOur 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!PurposeThe 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.ResponsibilitiesManaging a portfolio of clientsTracking job progress and billing targetsPreparation of accounts for sole traders, partnerships and limited companiesPreparation of income tax computations and returns for individuals and partnershipsPreparation of corporation tax computations and returnsBuilding a positive working relationship with clients and the practiceEnsure compliance with all financial regulationsUse of computer software including IRIS, Sage, Xero and QuickBooksEnsuring work is completed to a high standard and on timeDealing with any client queries in a timely and efficient mannerAssisting colleagues and trainees within the team with development and technical adviceUndertake such other duties that are required commensurate with the roleRequirementsFully qualified accountant (ACA/ACCA) with ideally 3 years post qualified experience in a practice environmentExceptional interpersonal skills and able to successfully communicate with people at all levels, both financial and non-financialConfidently able to offer recommendations and advice to our clients.Highly competent with outstanding commercial acumen and a solid grasp of business aims and objectivesDemonstrable experience and a proven track record in a similar roleA full UK driving licence is essentialBenefits and other36 days holiday inclusive of bank/public holidays and Christmas closureOption to buy/sell a maximum of 5 days holidayFlexible working (3 days office minimum)Employee assistance programme (which includes; Life support, Legal information, Bereavement support, Medical Information, CBT & Managerial Support).Life assurance cover (4 x annual salary)On-site parkingOption of salary sacrifice pension schemeEnhanced maternity/paternity/shared parental payPaid volunteer time and an annual charitable donation on your behalfLong service enhancements to employer pension contribution and holiday entitlementJob Type: Full-timeSalary: From £42,000 – £48,000 per year.
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