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Employers

Accountant Portfolio Manager

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Job ID:

85954

Job Type:

Full Time

Category:

Accountant

Educations:

GCSE
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Posted:

2024-10-28

Location:

Job Views:

6

Salari:

GBP Negotiable
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Job Description:

Job information Accountant Portfolio Manager from the Company LENTELLS LIMITED, this latest Accountant Portfolio Manager job vacancy is located in the city Hybrid work in Chard TA FA located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Accountant field have been opened and published up to the specified time.

Job Responsibility:

Lentells is an accountancy practice who employ over 80 staff members across 3 offices in Devon and Somerset. We are now looking to recruit for a portfolio manager to join our team in our Chard office on a permanent basis.

The main duties of this role include:

  • Responsible for managing a portfolio of clients. Lentells managers deal with a mixed portfolio, specialising in Medical (approx. 80% GP Practice)
  • Supporting the Directors with providing a range of accounting and tax services to our varied portfolio of client
  • You will ensure that our clients expectations are met in a timely and efficient manner
  • Being the main contact to our clients on a day to day basis
  • Being responsible for mentoring and training junior staff members

The ideal candidate will have:

Essential Experience

  • Must have at least 3 years practice experience (recent preferable), and be proficient in accounts (not audit or tax only).
  • Managed their own portfolio; independently producing accounts and dealing with clients directly (start to finish)

Desirable Experience

  • ACCA/ACA Qualification is desirable but not essential. If not qualified must have the ‘proven' experience above
  • Knowledge/experience of ‘medical' a distinct advantage
  • Experience of training junior staff/managing a team an advantage

Benefits include:

  • Competitive salary with regular salary reviews
  • 25 days annual leave, plus bank holidays
  • Private medical cover upon completion of a probationary period
  • Company pension
  • Hybrid working available subject to qualifying criteria
  • Free on-site parking
  • Sick pay
  • Cycle-to-work scheme
  • We are a registered Mindful Employer

Opportunities to undertake further qualifications and career progression are available for the right candidates. Part time applications would be considered.

**Please note, unlike many other accountancy practices, Lentells Limited pay overtime if/when business needs arise. Overtime can be taken as cash or accrued as Time Off In Lieu (TOIL). TOIL can be used as a way of increasing holiday entitlement.**

** NO AGENCY referrals accepted for this vacancy, thank you.**

Job Types: Full-time, Permanent

Benefits:

  • Company pension
  • Cycle to work scheme
  • Free parking
  • On-site parking
  • Private medical insurance
  • Referral programme
  • Sick pay
  • Work from home

Schedule:

  • Monday to Friday

Work Location: In person

Application deadline: 24/11/2024

Keywords : Chard jobs

Closed Date : 2024-11-27

Company Info

LENTELLS LIMITED

Chard, United Kingdom

Company Profile