Portfolio Manager

Job Title: Portfolio Manager
Contract Type: Permanent
Location: Liverpool, Merseyside
Salary: £27000.00 - £35000.00 per annum
Reference: 3795151_1620934987
Contact Name: Olivia Maufe
Contact Email:
Job Published: May 13, 2021 20:43

Job Description

Accountancy Practice - Liverpool city Centre - Staff & Client Management

Your new firm
You will be working within a general practice who have been established for a number of years. This firm offer a range of services to their client base inclusive of Accounting, Payroll and Tax and following sustained growth they are now looking to appoint a Portfolio Manager to the team.

Your new role
As a Portfolio Manager you will be responsible for working with c. 200 clients made up of limited companies, sole traders and partnerships from industries such as retail, wholesale and hospitality to name but a few. You will be required to prepare statutory accounts and delegate work to your team. Management accounts, bookkeeping and corporation tax will also be a part of this role and you will review the work of your team, hold meetings with clients and hold regular 1-1s and appraisals.

What you'll need to succeed
In order to undertake this role you must have worked within an accountancy firm previously and be able to prepare accounts. Ideally you will have previous management experience in either a staff or client capacity and you should be able to work efficiently and to deadlines and be able to prioritise your workload. Communication skills are key as you will be liaising with both colleagues and clients alike.

What you'll get in return
In return this firm are able to offer a competitive salary and comprehensive benefits package which includes free parking, 28 days holiday plus 3 extra days to take between Christmas and New Year. The firm offer bonus' based on individual and team performances. They work a 09:00 - 17:00 working week and give 1 hour for lunch.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this 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.

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