Portfolio Manager

Location:Guildford
Salary:£60,000 - £70,000
Type:Permanent
Sector:Accounting & Finance

Our client, an established accountancy firm is looking to grow their team. The successful candidate will support in providing a full range of accounting, auditing and tax services to assist clients.

Company Benefits:

  • Critical illness cover
  • Income protection
  • IFA advice

 

 

Key Responsibilities:

  • Management and control of a portfolio of accounting and audit engagements. Ensuring they are completed to internal methodology and are of the highest quality.
  • Directing and overseeing the work of junior team members. This includes reviewing their accounting and audit work whilst providing coaching and mentoring support.
  • Managing all aspects of accounting and audit delivery. This includes timelines, team briefings, team supervision, and reviews by more senior team members.
  • Acting as the primary point of contact for the accounting or audit client.
  • Overseeing the internal profitability of the engagement. This includes, budgeting, fee negotiation, identifying and communicating overruns, raising fees, and agreeing dates for cash collection.
  • Dealing with complex accounting and audit issues that arise during course of an engagement.
  • Communicating with other internal departments on technical matters.
  • Preparing accounting and audit proposals for prospective clients
  • Performance managing junior team members, ensuring that you are having development conversations that support their growth and career progression.

 

Experience and Skills Requirements:

  • Qualified Accountant – ACA, ACCA or equivalent
  • Current knowledge of current financial reporting and auditing, standards; including both FRS 102 and IFRS
  • Detailed knowledge of the Companies Act and LLP Act.
  • Excellent Microsoft Office competency
  • FCA Handbook knowledge would be a bonus but is not essential
  • Ability to use propriety software to manage the audit workflow and documentation of evidence
  • Experience with managing an accounts and audit portfolio
  • Review of audit files identifying key audit risks and planning appropriate responses to these risks
  • Demonstrable use of professional scepticism when carrying out audit engagements
  • Excellent verbal and written communication skills
  • Strong time management and organisational skills
  • Self-driven and resilient
  • Leadership skills and ability to act as a role model
  • Willingness to be part of a team that desire to achieve growth without losing professional standards.

 

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

 

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