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:
1. Responsible for managing a portfolio of clients. Lentells managers deal with a mixed portfolio, specialising in Medical (approx. 80% GP Practice).
2. Supporting the Directors with providing a range of accounting and tax services to our varied portfolio of clients.
3. You will ensure that our clients' expectations are met in a timely and efficient manner.
4. Being the main contact to our clients on a day-to-day basis.
5. Being responsible for mentoring and training junior staff members.
The ideal candidate will have:
Essential Experience
1. Must have at least 3 years practice experience (recent preferable), and be proficient in accounts (not audit or tax only).
2. Managed their own portfolio; independently producing accounts and dealing with clients directly (start to finish).
Desirable Experience
1. ACCA/ACA Qualification is desirable but not essential. If not qualified must have the 'proven' experience above.
2. Knowledge/experience of 'medical' is a distinct advantage.
3. Experience of training junior staff/managing a team is an advantage.
Benefits include:
1. Competitive salary with regular salary reviews.
2. 25 days annual leave, plus bank holidays.
3. Private medical cover upon completion of a probationary period.
4. Company pension.
5. Hybrid working available subject to qualifying criteria.
6. Free on-site parking.
7. Sick pay.
8. Cycle-to-work scheme.
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.
Apply directly to Lentells Limited and if you are successful in your application you will be eligible for a 'welcome bonus' after a qualifying period. NO AGENCY referrals accepted for this vacancy, thank you.
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