Accounts Portfolio Manager (Financial Services)

Accounts Portfolio Manager (Financial Services) 38,000 - 44,000 DOE + Bonus + Progression + Training + Hybrid Working + Healthcare Package Exeter Are you a chartered accountant (AVA or ACCA) with experience in a range of accounting services, looking to manage your own portfolio of clients?Do you want to join a growing accountancy firm offering excellent progression opportunities, continuous training and professional development?This fast-growing accountancy firm offers audit, tax, and business advisory services across Devon. Their clients include many local businesses and private individuals, and they have really made their mark within the Devon community.You will have the opportunity to join a skilled team of accountants, working on a portfolio of clients and providing a range of accounting services, primarily to SMEs, partnerships and sole traders. You will serve as the trusted advisor for clients in your portfolio, addressing their accounting and business needs.The Role:Overseeing a portfolio of clients and acting as a main point of contact, building long-term relationshipsPreparing financial statements, annual accounts, tax returns, and periodic management reports for clientsProviding strategic financial insights to help clients to grow their businesses and improve their financial performanceSupervise and mentor a team of junior accountants and trainees, providing guidance and trainingThe Person:ACCA or ACA qualified - chartered accountant with full membership status (or ..... full job details .....
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