Accounting Portfolio Manager

Job Description

Job title: Accounting Portfolio Manager

Company: Levitate Recruitment

Job description: We are currently working with a top 20 accountancy practice in Central London that is keen to speak with experienced portfolio managers about an opportunity at Management level. Managing a portfolio of predominantly media clients you will be responsible for providing all-round business services to include: 40% Audit, 40% General Accounting services & 20% Tax.

This is a fantastic opportunity to work within a well-renowned firm that can offer structured career progression through to Director level and eventually partner

Role:

• Provide a client-focused service in an efficient and professional manner, in line with relevant legislation, standards and best practice.
• Manage, train & develop junior members of staff on a daily basis.
• Actively promote and market the firm and its services, to attract new clients and retain and develop relationships with existing clients.
• The client portfolio will consist mainly of Media clients along with other mixed sectors.
• Ensure that all work is carried out within budget and the job is finalised to minimise partner review time.
• Delegates appropriately ensuring clear instructions are given and objectives and deadlines set – monitors the workload of Assistant Managers.
• Prepares for and attends review and finalisation meetings with partners and clients.
• Provides a full briefing with clear and specific instructions to staff on a job before it starts, and monitors progress and provides support during the job.
• Carry out all work to ensure it is in line with ISO 9001 procedures.
• Assists with the motivation of all staff and takes an active role in managing issues
• Produce training material and regularly present training to trainees on a variety of topics.
• Take an active role in practice development activities aiming to build on current client relationships and establish new opportunities.
• Assist with billing procedures and debt collection where appropriate and in liaison with client partners.
• Liaises with the client to arrange timetables and diarises deadlines and key events.
• Proactively chase clients and partners to ensure agreed timetables and deadlines are met.
• Monitor the progress of jobs and keep the clients and partners informed of all relevant developments.
• You will have opportunities to gain experience in other service lines such as; investigations & corporate finance.

Requirements:

• Relevant Accounting Qualifications such as ACA or ACCA.
• Experience of working in a professional services environment, managing both people and a portfolio for at least 3-5 years within the UK – No Sponsorship available.
• Experience in Audit, Financial & Management accounts & corporation tax
• Experience with media clients would be advantageous but is not required.
• Excellent client care and service experience
• High level of technical competence.
• Commercially aware and able to apply and communicate technical knowledge in a clear and commercial way.

This is just one of a number of opportunities we are recruiting for across the UK and Overseas. Levitate Recruitment are the leading Accountancy Practice and Insolvency Recruitment Specialist.

If you are interested in having a confidential conversation about your career options regarding live or future opportunities, contact Scott Lowes at the Levitate Offices.

Expected salary: £50000 – 60000 per year

Location: London

Job date: Fri, 20 Oct 2023 22:09:40 GMT

Apply for the job now!