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- Tasks: Manage a diverse client portfolio 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: Gain flexibility while advancing your career in a supportive environment.
- Qualifications: ACCA/ACA qualified with experience in accountancy practice.
- Other info: Excellent opportunities for mentoring and business development.
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
Benefits include:
- 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
You:
- 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.
Manager (Portfolio Manager) in Winchester employer: Taylor Rose Recruitment Ltd
Contact Detail:
Taylor Rose Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager (Portfolio Manager) in Winchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and having your own questions ready. This shows you're genuinely interested and helps you stand out from the crowd.
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be just what you’re looking for. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Manager (Portfolio Manager) in Winchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your ACA/ACCA qualifications and any relevant experience managing client portfolios. We want to see how you can bring value to our team!
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 role. Mention your experience in accountancy practice and your ability to liaise with clients effectively. Let us know what excites you about working with us!
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 successfully communicated with clients or mentored junior staff in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our company culture and benefits while you’re at it!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Numbers
As a potential Accounts Portfolio Manager, you’ll want to brush up on your technical knowledge. Be prepared to discuss FRS102 reporting standards and any recent changes in tax compliance. This shows you’re not just qualified but also up-to-date with industry standards.
✨Showcase Your Client Management Skills
Since the role involves managing a diverse portfolio, think of specific examples where you've successfully liaised with clients. Highlight how you’ve handled client meetings, resolved issues, or contributed to business development. This will demonstrate your ability to be the main point of contact.
✨Mentorship Matters
The job requires mentoring junior staff, so come prepared with examples of how you’ve supported others in their professional development. Discuss any experiences where you’ve reviewed work or provided guidance, as this will show your leadership potential.
✨Embrace Flexibility
With hybrid and flexible working options, it’s important to express your adaptability. Share how you manage your time effectively, especially when working from home. This will resonate well with the firm’s progressive approach to work-life balance.
