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Portfolio Manager

Reed
Posted 8 hours ago, valid for 8 hours
Location

Swindon, Wiltshire SN1 2ED, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Reed Practice is seeking a portfolio manager for an established accounting firm in Swindon.
  • The ideal candidate must be ACCA or ACA qualified with a minimum of 2 years post-qualification experience.
  • Responsibilities include preparing and producing accounts, management accounts, and tax computations, as well as conducting client review meetings.
  • The role requires meticulous attention to detail, strong organizational skills, and the ability to mentor junior staff.
  • The salary for this position is competitive, reflecting the candidate's experience and qualifications.

Reed practice are working with a firm of established accountants based in Swindon. They are looking to add a portfolio manager to their experienced team. The ideal candidate will provide professional and efficient technical processing, support & advice on the collation and reporting of Accounts across a broad client base from sole traders to limited companies, ensuring adherence to deadlines and processing budgets.

Duties and Responsibilities:

  • Preparation & production of accounts from collation and processing to report and analysis.
  • Ensure timely presentation of accounts within budget and to annual/periodic deadlines.
  • Preparation of management accounts.
  • Prepare corporation and personal tax computations.
  • Conduct client review meetings and provide timely response to client requests for support & advice.
  • Mentoring, training & supervision of employees including overseeing progress of delegated tasks.
  • Development of internal procedures and workflow efficiencies.

Requirements:

  • ACCA or ACA qualified.
  • Accountancy practice experience essential
  • Minimum 2 years post qualification experience
  • Meticulous attention to detail
  • Highly organised & able to work autonomously
  • Ability to mentor junior members of staff
  • Confident communicator – provide advice with regards to accounts
  • Audit experience would be an advantage

Does this role sound like you? Then go on ahead and apply!

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.