Senior Portfolio Manager - Practice - Olivia Ruella Limited : Job Details

This is a fantastic opportunity to join this well-regarded and independently owned, niche-sector specialist firm of chartered accountants based from the south-west Kent head office.

This firm represent a diverse range of clients although they operate and are very successful within a number of distinct sector specialisms.

They are now keen to add a senior client manager to sit just under the Partners, and to form part of the senior leadership team and act as a conduit for the more junior client managers.

Key duties and responsibilities to include:

• Managing and developing your own mixed portfolio
• Reviewing the work of junior members of staff and client manager
• Personal and corporate tax advisory and planning work
• Reviewing statutory year-end accounts and management accounts
• Ensuring the ongoing modernisation and smooth running of the firm
• Represent the firm at a number of industry-specific networking events
• Responsible for onboarding new clients, workflow and scheduling of work
• Working closely with the Partners at all times

What about you?

• Formally qualified with 5 years pqe
• Ability to work independently
• Ability to mentor, motivate and inspire a medium-sized team
• Ability to sell

This firm operates within a very friendly and grown-up working environment.

In addition to a strong basic salary, there is a very generous group and personal bonus scheme, hybrid working, enhanced holiday, parking and a number of firm-wide social activities.

For further details on this or indeed a broad range of Practice opportunities then please do not hesitate to contact Robin at Olivia-Ruella.