Accountant - Qualified
£45-55k+ Excellent benefits

Portfolio Manager - Practice

Ref: 3021| Posted: 18th Sep 20172017-09-18

This vacancy is now closed

Role: Portfolio Manager

Office Location: Swindon

Salary: £45,000 - £55,000 per annum subject to experience



  • 25 days holiday plus 8 bank holidays
  • 3% pension contribution rising to 8%, subject to the scheme rules
  • Death in Service benefits of 4 times salary
  • Permanent Ill Health Insurance
  • Flexible Benefits Scheme including ability to buy and sell holidays, cycle to work, child-care vouchers
  • Professional subscription
  • Incentive and referral scheme
  • Access to technical and business training and development and the ability to work with us to achieve your personal goals


The main responsibilities for this role include:


  • Management of a large portfolio of clients from a wide range of business sectors
  • Preparation and review of statutory accounts
  • Taking responsibility for the planning and completion of audits, including groups
  • Preparation and review of, corporation tax, general business tax and personal tax computations
  • Review and feedback on the work of a team of accountants within the practice
  • Liaising with clients, both face to face and over the phone.
  • Working closely with the Partners


Applications are sought from candidates who fit the following criteria.


  • Fully ACA or ACCA qualified
  • Experienced in the preparation of statutory financial statements and tax returns
  • A confident communicator with excellent client management skills


In exchange, my client offers a professional working environment with excellent opportunities for career progression for the right candidate.


Please contact me for a confidential conversation Lisa Phillips 07795 613193