Atomic is delighted to be partnering with a growing Top 50 Firm, looking to recruit a Portfolio Manager, to join their London Team. With over 500 staff members, this award-winning company has a reputation for dedication, attention and commitment to its 15,000 clients.

Responsibilities:

This role will be instrumental in managing a portfolio of c. 300 clients, overseeing the day-to-day management of each client. This would include Statutory Accounts, VAT Returns, Personal Tax Returns and CoSec activities. You will have experience working with outsourcers and expertise in reviewing accounts, ensuring compliance with relevant standards. Additional responsibilities as follows:

• Managing a portfolio of clients, under audit threshold - overseeing accounts, billing and everything to do with the clients
• To manage client relationship and provide advice and business support in advisory meetings
• To manage clients engaged services to include Debtor Chasing, Supplier Pay-runs, VAT Returns, Payroll, Cashflow Forecasting & Management Accounts
• Inclusion of statutory disclosures in line with the company checklist.
• Understanding and evaluating and monitoring client's business and recommending improvement where needed
• Ensuring all parties are kept up to date as work progresses.
• Developing and maintaining strong client relationships.

Requirements:

• Qualified ACA, ACCA, CTA, AAT, ATT, CFAB or CIMA
• Strong analytical skills with excellent attention to detail
• The ability to work as part of a wider team as well as independently
• The production of accurate and effective work within your service line within tight deadlines
• Excellent written and verbal communication skills and interpersonal skills
• Broad range of IT skills to underpin performance to include proficiency with Excel & IRIS and Xero (advantageous)
• To assesses client needs and liaise with other service lines which will benefit clients

What's on Offer?

Competitive Salary + Additional Benefits