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Date Added: Thu 19/09/2024

Senior Portfolio Manager - Practice

Tonbridge, UK
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Company: OLIVIA RUELLA LIMITED

Job Type: Permanent, FullTime

Salary: £50,000 - £70,000 per annum

This is a fantastic opportunity to join this well-regarded and independently owned, niche-sector specialist firm of chartered accountants based from the south-west Kent head office.

This firm represent a diverse range of clients although they operate and are very successful within a number of distinct sector specialisms.

They are now keen to add a senior client manager to sit just under the Partners, and to form part of the senior leadership team and act as a conduit for the more junior client managers.

Key duties and responsibilities to include:

  • Managing and developing your own mixed portfolio
  • Reviewing the work of junior members of staff and client manager
  • Personal and corporate tax advisory and planning work
  • Reviewing statutory year-end accounts and management accounts
  • Ensuring the ongoing modernisation and smooth running of the firm
  • Represent the firm at a number of industry-specific networking events
  • Responsible for onboarding new clients, workflow and scheduling of work
  • Working closely with the Partners at all times

What about you?

  • Formally qualified with 5 years pqe
  • Ability to work independently
  • Ability to mentor, motivate and inspire a medium-sized team
  • Ability to sell

This firm operates within a very friendly and grown-up working environment.

In addition to a strong basic salary, there is a very generous group and personal bonus scheme, hybrid working, enhanced holiday, parking and a number of firm-wide social activities.

For further details on this or indeed a broad range of Practice opportunities then please do not hesitate to contact Robin at Olivia-Ruella.

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