Portfolio Manager

An exciting new opportunity has arisen for a growing firm of Chartered Accounts for a Client Accountant / Portfolio Manager to join a practice based in West Wickham. Offering up to £55k, with auto enrolment pension, and great progression routes.The role would suit an ACA or ACCA Qualified Senior or finalist Accountant with solid experience managing their own portfolio of clients. The practice pride themselves on providing excellent service to individuals and OMB's in the Kent, Surrey and South London area. If you are looking for an opportunity to grow within a reputable close knit team, then this is a great opportunityPortfolio Manager Position OverviewManaging a portfolio of clients - production of final statutory (FRS 102(1A) and FRS105) and non-statutory accounts, preparation of corporate tax, partnership and self-assessment tax returns including business tax computations for limited companies, LLPs, partnerships, sole traders and individuals and preparation of quarterly VAT returns;Effective and proactive communication with clients with regular meetings and keeping up to date meeting notes on practice software;Daily recording of time, monthly review of client WIP.Client bills raised in timely manner.Client budget and time management;Onboarding new clients including meeting prospective clients and providing fee quotes;Dealing with accountancy and tax related queries raised by clients and staff; effectively communica...