Accounts Portfolio Manager

Accounts Portfolio Manager

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse client portfolio and ensure top-notch financial reporting.
  • Company: Join a Top 40 firm of Chartered Accountants known for excellence in client service.
  • Benefits: Enjoy competitive salary, 23 days holiday, pension scheme, and agile working options.
  • Why this job: Be part of a dynamic team focused on continuous improvement and client satisfaction.
  • Qualifications: Must be ACA or ACCA qualified with strong managerial and technical skills.
  • Other info: Opportunity for professional development and leadership mentoring.

The predicted salary is between 43200 - 72000 £ per year.

My client is a Top 40 firm of Chartered Accountants. As a leading firm of Chartered Accountants, they look after the accountancy, tax planning and business advisory needs of their clients (individuals, businesses and third sector organisations both in the UK and overseas).

They are seeking an Accounts Portfolio Manager to join their team and take charge of a broad portfolio of clients. This is a senior position ideal for someone who is both technically strong and passionate about client service.

Key responsibilities:

  • Overseeing a portfolio of clients
  • Financial reporting and compliance
  • Strategic advisory
  • Client relationship management
  • Team leadership and mentoring
  • Quality control and compliance
  • Continuous improvement

Take responsibility for the quality of work produced by your team, implementing review processes to ensure compliance with UK GAAP/IFRS and the latest tax legislation. You will stay up to date with any changes in accounting standards or tax law and ensure the firm’s services adapt accordingly.

Work with the directors and senior management team to identify opportunities to improve internal processes or enhance the client service experience.

About You:

  • ACA or ACCA Qualified
  • Practice and Managerial Experience
  • Technical skills: Strong knowledge of UK accounting standards (UK GAAP and/or IFRS)
  • Software proficiency
  • Leadership and mentoring ability
  • Client-focused communication
  • Analytical and organised
  • Business acumen

Benefits:

  • Competitive salary (DOE)
  • Holiday allowance of 23 days plus bank holidays, with an additional day for your birthday.
  • Pension & Financial: Company pension scheme with employer contributions to help you plan for the future. We also offer death in service cover for your peace of mind.
  • Professional Development
  • Agile Working
  • Personal Health Cash Plan

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

Accounts Portfolio Manager employer: Clear IT Recruitment

As a Top 40 firm of Chartered Accountants, we pride ourselves on fostering a dynamic work culture that prioritises professional growth and client satisfaction. Our competitive salary package, generous holiday allowance, and commitment to continuous improvement ensure that our Accounts Portfolio Managers not only thrive in their roles but also enjoy a fulfilling work-life balance. Join us in a supportive environment where your expertise is valued, and you can make a meaningful impact on a diverse portfolio of clients.
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Contact Detail:

Clear IT Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Accounts Portfolio Manager

✨Tip Number 1

Make sure to highlight your ACA or ACCA qualifications during any conversations you have. This is a key requirement for the Accounts Portfolio Manager role, and showcasing your credentials can set you apart from other candidates.

✨Tip Number 2

Demonstrate your leadership skills by sharing specific examples of how you've successfully managed teams in the past. This will show that you have the experience needed to lead and mentor others effectively.

✨Tip Number 3

Stay updated on the latest changes in UK accounting standards and tax legislation. Being knowledgeable about current regulations will not only help you in interviews but also show your commitment to continuous improvement in your field.

✨Tip Number 4

Network with professionals in the accountancy sector, especially those who work in similar roles. Engaging with industry peers can provide valuable insights and potentially lead to referrals for the position you're interested in.

We think you need these skills to ace Accounts Portfolio Manager

ACA or ACCA Qualification
Strong knowledge of UK accounting standards (UK GAAP and IFRS)
Financial Reporting and Compliance
Client Relationship Management
Strategic Advisory Skills
Team Leadership and Mentoring
Quality Control and Compliance
Analytical Skills
Organisational Skills
Business Acumen
Software Proficiency in Accounting Software
Client-Focused Communication
Continuous Improvement Mindset
Adaptability to Changes in Legislation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your ACA or ACCA qualifications, managerial experience, and strong knowledge of UK accounting standards. Use specific examples that demonstrate your technical skills and client-focused communication.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your leadership abilities. Mention how your experience aligns with the responsibilities of overseeing a portfolio of clients and improving internal processes.

Highlight Relevant Experience: In your application, emphasise any previous roles where you managed teams or were involved in financial reporting and compliance. This will show that you have the necessary experience for this senior position.

Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no errors. A well-presented application reflects your attention to detail, which is crucial for an Accounts Portfolio Manager.

How to prepare for a job interview at Clear IT Recruitment

✨Showcase Your Technical Knowledge

As an Accounts Portfolio Manager, it's crucial to demonstrate your strong understanding of UK GAAP and IFRS. Be prepared to discuss specific accounting standards and how you've applied them in previous roles.

✨Emphasise Client Relationship Management

This role requires excellent client-focused communication skills. Share examples of how you've successfully managed client relationships and improved their experience, highlighting your ability to listen and respond to their needs.

✨Demonstrate Leadership Skills

Since this position involves team leadership and mentoring, be ready to discuss your experience in guiding teams. Provide examples of how you've motivated others and ensured quality control in your previous roles.

✨Discuss Continuous Improvement Initiatives

The firm values continuous improvement, so think about instances where you've identified opportunities for process enhancements. Be prepared to share your ideas on how you can contribute to improving internal processes and client service.

Accounts Portfolio Manager
Clear IT Recruitment
C
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