Portfolio Manager
Location: Bolton
Salary: 45-55k per annum
Experience: ACA or ACCA qualified (or part-qualified with significant portfolio and team management experience)
The Role
We are looking for an exceptional Portfolio Manager to join a busy Bolton accounting team and hit the ground running with their own portfolio of limited company clients.
You will have a direct, supportive team consisting of an Accountant and a Bookkeeper, enabling you to focus on delivering an exemplary service, providing proactive advice, and building strong long-term client relationships.
What you will be doing
- Providing excellent service, support and proactive business advice to a portfolio of limited company clients
- Managing and reviewing statutory and management accounts from planning through to completion, ensuring compliance with HMRC and Companies House standards and deadlines
- Managing and reviewing corporation tax, personal tax and VAT computations and returns
- Analysing company accounts and delivering tailored advisory support to clients
- Managing company secretarial tasks, including CS01s, company formations and ad-hoc filings
- Monitoring deadlines across your portfolio (accounts, VAT, tax returns, CS01s and related compliance)
- Leading, developing and monitoring performance across a team of senior and junior staff to maintain standards, compliance and service quality
- Advising clients on tax planning, including remuneration strategy, pension contributions and capital assets
- Liaising with credit control to ensure services are billed correctly and credit control policy is followed
- Working closely with the Personal Tax Manager on self assessment for your portfolio, and with wider tax specialists on more complex matters
- Reporting regularly to senior management on portfolio statistics and performance
- Attending and leading client meetings when required
- Actively building your portfolio and identifying opportunities to upsell and cross-sell services
- Supporting team development through training, coaching and strong day-to-day leadership
What we are looking for
- ACA or ACCA qualified with a minimum of 3 years’ experience in practice
- Part-qualified ACA or ACCA will be considered with significant experience managing a portfolio and leading an accounting team
- Proven experience managing your own portfolio of clients, alongside team management
- Strong experience with cloud accounting software (Xero preferred)
- Working knowledge of accounting support tools such as Dext, CCH (or similar)
- Skills and attributes
- A can-do attitude with exceptional communication and organisational skills
- A compassionate, confident leader who can inspire and motivate junior team members
- Passion for client relationships and delivering excellent customer service
- Proactive approach, comfortable taking ownership and driving standards
Working pattern
- Hybrid
What’s On Offer
- Competitive salary 45-55k per annum
- Company pension scheme
- 25 days’ annual leave plus bank holidays
- Additional annual leave at certain levels of seniority
- Option to buy up to 5 additional days’ annual leave (up to 30 days total)
- Business closure over Christmas (subject to business needs)
- Life assurance (4x annual salary)
- Enhanced family leave policies
- Enhanced company sick pay
- Employee Assistance Programme (24/7 support, free and confidential)
- Corporate discounts platform
Flexible benefits platform (seniority dependent, self-funded at corporate rates), including options such as:
- Critical illness cover
- Cash plan
- Cycle to work
- Eye care
- Dental
Apply in Confidence
If you are looking to join a supportive and growing practice where your contribution will be recognised and your career can develop further, we would be delighted to hear from you.
To apply or have a confidential chat first, contact:
David Hawthorne-Finch
Email: d.hawthorne-finch@h-fts.com
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