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 include:
1. Managing a portfolio of clients under audit threshold - overseeing accounts, billing, and everything to do with the clients.
2. Managing client relationships and providing advice and business support in advisory meetings.
3. Managing clients' engaged services to include Debtor Chasing, Supplier Pay-runs, VAT Returns, Payroll, Cashflow Forecasting & Management Accounts.
4. Inclusion of statutory disclosures in line with the company checklist.
5. Understanding, evaluating, and monitoring clients' businesses and recommending improvements where needed.
6. Ensuring all parties are kept up to date as work progresses.
7. Developing and maintaining strong client relationships.
Requirements:
1. Qualified ACA, ACCA, CTA, AAT, ATT, CFAB, or CIMA.
2. Strong analytical skills with excellent attention to detail.
3. The ability to work as part of a wider team as well as independently.
4. The production of accurate and effective work within your service line within tight deadlines.
5. Excellent written and verbal communication skills and interpersonal skills.
6. Broad range of IT skills to underpin performance, including proficiency with Excel & IRIS and Xero (advantageous).
7. Ability to assess client needs and liaise with other service lines which will benefit clients.
What's on Offer?
Competitive Salary + Additional Benefits
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