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Senior Portfolio Manager - Practice

Olivia Ruella Limited
Posted a day ago, valid for 11 days
Location

Tonbridge, Kent TN12 6BE, England

Salary

£60,000 - £72,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Senior Client Manager at a well-regarded chartered accountants firm in south-west Kent.
  • Candidates are required to have at least 5 years of post-qualification experience (pqe) and must be formally qualified.
  • Key responsibilities include managing a mixed portfolio, reviewing junior staff work, and handling personal and corporate tax advisory.
  • The role offers a competitive salary along with a generous bonus scheme, hybrid working, and enhanced holiday benefits.
  • The firm promotes a friendly work environment and encourages participation in social activities.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.