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Retained Talent Partner & Consultant | Providing small businesses with an embedded talent function to help them grow
About Us
Atholl Accountancy combines traditional expertise with technology to deliver exceptional service across Central Scotland. We’re doing more with AI, and we are now one of two firms in Scotland using revolutionary software in the field of Accounting and Finance. We’re also proud members of the Institute of Financial Accountants. Join our small, dynamic team that’s making accounting accessible and understandable for every business!
The Role
We're seeking a Client Portfolio Manager to join our team for 25-30 hours per week. This newly created position offers genuine flexibility, with options to work your hours across 4 or 5 days to suit you (after an initial 3-month settling-in period).
We're looking for someone who shares our values: genuine curiosity about clients' businesses, a commitment to making accounting accessible, and enthusiasm for embracing new technology.
What Makes Us Different?
* Full remote working with occasional local client visits and co-working days
* Use of new and emerging technology as well as AI-led software
* Focus on building meaningful client relationships, becoming a trusted advisor
* A modern, cloud-based approach to accounting
* An environment that welcomes creative thinking
Key Responsibilities
* Manage a small team and a variety of client portfolios
* Provide warm, consultative client support
* Prepare accounts and handle tax matters
* Work with cloud accounting software
* Break down complex concepts into clear language
* Shape our innovative approach to accounting
What We Offer
* 28 days holiday (increasing with service)
* Birthday off
* Remote working but with regular team meetups
* Plenty of professional development
What You'll Bring (you don’t have to tick every box here!)
* ACCA/equivalent qualification OR qualified by experience
* 3+ years general practice experience
* Proficiency in cloud accounting software
* Strong client relationship skills
* Ability to explain complex concepts simply
* Experience with app integrations
* Knowledge of payroll and CIS
* Understanding of modern accounting methods
We value potential over perfection. If you don’t meet all our criteria but think you can bring other valuable skills or perspectives, we'd love to hear from you. We're particularly interested in candidates who share our values in their approach to accounting.
Seniority level
Mid-Senior level
Employment type
Part-time
Job function
Finance and Sales
Industries
Staffing and Recruiting
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