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 clients.
* You will ensure that our clients' expectations are met in a timely and efficient manner.
* Being the main contact for 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 of 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’ is a distinct advantage.
* Experience of training junior staff/managing a team is an advantage.
Essential Requirements
* All applicants MUST be eligible to work in the UK.
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 would be considered.
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