Portfolio Manager
FWD Accounts are a forward-thinking, modern accountancy practice. We have a vacancy for a Portfolio Manager to provide an above and beyond service to our clients. Offering flexible/hybrid working, we are an employer who value our staff.
Salary Negotiable DOE | Mon-Fri 8:30-5 (1 hour lunch) | Hybrid working | AAT qualified (or equivalent) | Practice experience essential | Liaising with clients/preparing accounts.
The Portfolio Manager will cover all aspects of client jobs from start to finish. We are looking for an ambitious, customer focused individual who enjoys using cloud-based software to give their clients the right information to run their businesses.
Duties (include but are not limited to):
- Managing the accounts for a portfolio of clients
- Preparing statutory accounts and sole trader accounts
- Completing / submitting VAT returns
- Completing company and personal tax returns for clients
- Providing some management accounts / reports for clients on an ad hoc basis
- Conduct review meetings with clients where required
- Building effective, transparent working relationships with clients
- Providing ongoing support and advice to clients, to go the extra mile
Person Specification:
- AAT qualified (or working towards ACCA qualification) essential
- Experience working within an accountancy practice essential
- XERO experience essential
- FreeAgent experience preferred
- Customer focused with a can-do attitude
To apply for this post, please send your CV via email to by Monday 30 September 2024