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, with the opportunity to work in any of our offices.
Working at Lentells is varied, challenging and rewarding; we believe in supporting staff with both personal and professional development so that they can achieve their career goals and objectives.
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