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- Tasks: Manage diverse client portfolios and provide accounts and tax services.
- Company: Progressive firm in Winchester with a focus on professional development.
- Benefits: Hybrid working, generous holiday entitlement, and a personal progression plan.
- Why this job: Enjoy flexibility while making a real impact in accountancy.
- Qualifications: ACA/ACCA qualified with experience in managing client portfolios.
- Other info: Great opportunities for career growth and mentoring junior staff.
The predicted salary is between 36000 - 60000 £ per year.
Public Practice specialists Taylor Rose Recruitment have been instructed on an Accounts Portfolio Manager opportunity on behalf of our client, a progressive firm in Winchester. A perfect opportunity for an ACCA/ ACA Qualified individual working in general practice looking for flexibility and continued professional development.
You will be managing an interesting and diverse portfolio of clients from a broad range of industry sectors, providing accounts and tax services involving regular client liaison. Excellent remuneration and extensive benefits package, hybrid & flexible working, generous holiday entitlement, and a 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
- Preparation and review of tax compliance
- Management reporting packs
- Mentoring junior staff and reviewing their work
- Assisting with other ad hoc assignments
- Client meetings
- Business development
- Personal progression plan
- Hybrid working (option of WFH 2 days per week)
- Flexible working (core hours 10am - 4pm)
- Generous holiday entitlement
- Option to buy and see holidays
- Employee Wellbeing Programme
- Enhanced maternity/ paternity leave
- Health Cash Plan
- Cycle to Work Scheme
- Optional benefits to choose from
- ACA/ ACCA Qualified + PQE
- 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 Southampton 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 Southampton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. You never know who might have the inside scoop on your dream job!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, make sure you can confidently explain why you're the perfect fit for the Accounts Portfolio Manager role. Keep it concise and engaging!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the best choice.
✨Tip Number 4
Don’t forget to check out our website for more opportunities! We’ve got loads of roles that might just be the perfect fit for you. Apply directly through us for a smoother process and to stay updated on new openings.
We think you need these skills to ace Accounts Portfolio Manager in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your ACA/ACCA qualifications and any relevant experience managing client portfolios. We want to see how you fit into our world!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Accounts Portfolio Manager role. Share your passion for accountancy and how you can contribute to our team at StudySmarter.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t hesitate to share examples of how you've effectively liaised with clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for all the fantastic benefits we offer, like hybrid working and personal progression plans!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Numbers
As an Accounts Portfolio Manager, you'll be expected to have a solid grasp of financial principles. Brush up on your knowledge of FRS102 reporting standards and be ready to discuss how you've applied them in past roles. This will show your potential employer that you're not just qualified, but also experienced.
✨Showcase Your Client Management Skills
Since you'll be managing a diverse portfolio, prepare examples of how you've successfully liaised with clients in the past. Think about specific challenges you faced and how you resolved them. This will demonstrate your ability to be the main point of contact and build strong client relationships.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Review common tax compliance issues and management reporting packs. Being able to confidently answer these questions will highlight your expertise and readiness for the role.
✨Emphasise Your Mentoring Experience
If you've mentored junior staff before, make sure to mention it! Discuss how you've helped others grow and the impact it had on your team. This shows that you're not only focused on your own success but also invested in the development of those around you.
