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Portfolio Manager

Job Title: Portfolio Manager
Contract Type: Permanent
Location: Blackburn, Lancashire
Industry:
Salary: £35000 - £45000 per annum + 25 days hol + parking
Reference: 3882605_1625072911
Contact Name: Emma Pasquill
Contact Email: daxtra.uk@hays.com
Job Published: June 30, 2021 18:08

Job Description

Looking to expand your managerial responsibilities? Local Blackburn firm with part or full time hours.

Your new firm
A well established firm of Chartered Accountants based in Blackburn are seeking a qualified accountant (ACA / ACCA / AAT / QBE) to join the firm as a Portfolio Manager and take ownership of a portfolio of clients within the firm. This opportunity has arisen to help manage their succession plans. Both part time and full time hours will be considered for this role.

Your new role
As a Portfolio Manager you will work with a varied client base consisting of sole traders, partnerships, SMEs and larger limited companies requiring an audit. With this portfolio you will be responsible for allocating and reviewing work of junior staff, preparing statutory accounts and the relevant corporate and personal tax affairs, assisting with ad hoc projects such as cashflows and attend / lead client meetings. There is also the opportunity to add some audit work into your portfolio if this is of interest.

What you'll need to succeed
The firm are ideally seeking a qualified accountant (ACA / ACCA) however AAT / QBE applications will also be considered. You must live locally to Blackburn and have experience of working in a general practice with a good grounding in both accounts and tax work. As you will have some portfolio management responsibilities you must be able to show good communication and organisational skills during interview.

What you'll get in return
As a Portfolio Manager you will receive a competitive salary of up to £40000 dependent on experience and qualification. Other benefits will include 25 days holiday, free parking on site and a relaxed working environment. There is scope to progress to partnership for the right individual and both part time or full time hours will be considered.

What you need to do now
If you're interested in this Blackburn based Portfolio Manager job, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this Blackburn based portfolio manager 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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