My clients were established over 100 years ago and as a result, have a diverse client base in a range of industries. The work is focused wholly on owner managed businesses, with turnovers from circa £1 million up to £100 million. This outstanding practice provides a wide range of services to include audit, accountancy, accounts support, payroll bureau, tax compliance, specialist tax services, M&A and deals/transaction reports.
The firm consists of 22 partners, 5 of whom are based in West London together with 38 professional and administrative staff members.
The role consists of handling a diversified portfolio of owner managed companies with turnovers of £1 million up to £100 million. The work mix will comprise both audit and accounting assignments. As a portfolio manager, the successful candidate will have full responsibility for running a portfolio of circa 50 clients, with annual fees in the region of £400,000 upwards.
The relevant individual will have a 2:1 degree from a British University and will be ACA/ACCA qualified with a minimum of three years PQE.
Liaising with clients and managing client expectations.
Organising and running all accounting and audit assignments for the portfolio.
Supervising and reviewing staff output, primarily accounts for audit production.
Reporting directly to the partner and attending at all client accounts meetings.
Organising pre-year-end tax planning work and devising appropriate tax strategies for clients.
Attendance and input to practice development initiatives including significant networking and new prospect / potential client proposals.
ACA or ACCA qualified
Good IT skills including Outlook, Excel, Word and Accounting packages
Experienced in managing the audit process from planning to completion of financial statements.
Working knowledge of Digita and Caseware.
If you want to be managing your own sizable portfolio in a top practice with a route to partnership then this is the role for you! Contact Callum MacRae on 0207 269 6369. Alternately email a copy of your profile to firstname.lastname@example.org and we can arrange a time for a confidential discussion.
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