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- Tasks: Manage a diverse client portfolio and provide expert accounts and advisory services.
- Company: Leading firm of Chartered Accountants in Edinburgh with a supportive team culture.
- Benefits: Competitive salary, hybrid working, private health insurance, and generous holiday entitlement.
- Other info: Join a dynamic team with a focus on professional growth and mentorship.
- Why this job: Take your career to the next level with excellent progression opportunities and flexibility.
- Qualifications: ACCA/ACA qualified with experience in accountancy practice and client management.
The predicted salary is between 45000 - 55000 £ per year.
We are working with a leading firm of Chartered Accountants who are seeking an Accounts Portfolio Manager to join their team in Edinburgh. A perfect opportunity for an ACCA/ ACA qualified individual working in practice looking for the next step up in their career.
Managing an impressive portfolio of clients from a broad range of industry sectors involving the provision of accounts, and business/ client advisory work.
Excellent remuneration & benefits package, including:
- Company & manager bonus
- Private medical insurance
- Option of WFH 3 days a week
- Lots of flexibility
- Personal progression plan (to Senior Manager/ Director)
The Role:
- Managing all aspects of the client portfolio, acting as the main point of contact
- Monitoring and review of statutory accounts
- Management reporting packs
- Identifying tax planning opportunities
- Managing WIP
- Mentoring junior staff and reviewing their work
- Assisting with other ad hoc assignments
- Client meetings
- Business development
Benefits Include:
- Manager Bonus
- Hybrid working arrangement (Option of WFH 3 days a week)
- Flexible hours
- Private health insurance
- Company Bonus
- Generous holiday entitlement
- Option to buy/ sell holiday
- WFH Allowance
- Cycle to work scheme
You:
- ACA/ ACCA Qualified
- Experience of managing a client portfolio
- A strong background in accountancy practice
- Good working knowledge of FRS102 reporting standards
- Excellent communication skills
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.
Accounts Portfolio Manager in Midlothian employer: Taylor Rose Recruitment Ltd
Contact Detail:
Taylor Rose Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Portfolio Manager in Midlothian
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, attend industry events, and don’t be shy about letting people know you’re on the hunt for an Accounts Portfolio Manager role. You never know who might have the inside scoop on a great opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Think about real-life examples where you've successfully managed a portfolio or mentored junior staff. We want to see that you can walk the talk!
✨Tip Number 3
Don’t forget to showcase your personality! Employers are looking for someone who fits into their team culture. Be yourself during interviews and let your passion for accountancy shine through. Remember, they want to know the real you!
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative. So, get your CV ready and let’s make that next career move happen!
We think you need these skills to ace Accounts Portfolio Manager in Midlothian
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Accounts Portfolio Manager role. Highlight your ACCA/ACA qualifications and relevant experience managing client portfolios. We want to see how your background fits perfectly with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Mention specific experiences that relate to managing accounts and client advisory work, and don’t forget to show your enthusiasm for joining our team.
Showcase Your Communication Skills: Since excellent communication skills are key for this role, make sure your application reflects that. Use clear and concise language, and if you have any examples of successful client interactions or mentoring junior staff, include them!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Numbers
As an Accounts Portfolio Manager, you’ll need to demonstrate your expertise in managing client portfolios. Brush up on key financial metrics and reporting standards like FRS102. Be ready to discuss how you've successfully managed accounts in the past and any tax planning opportunities you've identified.
✨Showcase Your Communication Skills
Excellent communication is crucial for this role. Prepare examples of how you've effectively communicated with clients and mentored junior staff. Think about specific situations where your communication made a difference in client satisfaction or team performance.
✨Demonstrate Business Development Acumen
This position involves business development, so come prepared with ideas on how to grow the client portfolio. Research the firm’s current client base and think about potential industries or sectors they could expand into. Show them you’re proactive and have a vision for growth.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, their approach to client management, and opportunities for progression. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.