RE3908: Portfolio Manager (Accountancy Practice)

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Portfolio Manager (Accountancy Practice)

£30K - £40K



Full Time

ref: RE3908

Portfolio Manager (Accountancy Practice) - Exeter - Salary negotiable dependent on experience but extremely competitive

If you’re an experienced practice based accountant who, like most, crave more client advisory work and staff supervision, this could be your opportunity, and a rare one at that!

Trial Balance Consulting have been exclusively assigned by our client (so you won’t learn about this vacancy anywhere else), one of the Southwest’s most prestigious firms of Chartered Accountants & Business Advisors, with accelerated recent growth.

This pivotal opportunity come about through internal promotion and works very closely with an Exeter based senior partner. As Portfolio Manager you will provide expert support in the management of the partner’s varied and interesting client base by providing superb on and off site advisory services. Back in the office, you’ll also support a team of two rapidly advancing technicians who will provide you with working assistance at all levels.

You’ll be an accomplished Accounts & Tax Senior with some management experience, and superb technical skills across all areas of accounts and tax. You’ll provide complex taxation solutions to minimise client’s tax exposure, whilst identifying opportunity to further develop relationships though additional products and services. You’ll enjoy a regular change of scenery working both in your own office and at client premises.

To be considered for the role, you’ll need to answer yes to all of the above, you’ll hold a full qualification (ACA/ACCA), and you’ll be an approachable, dynamic individual.

For further details and to apply, please contact Rob Emsley quoting reference RE3908.

Apply: RE3908 - Portfolio Manager (Accountancy Practice)

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