Portfolio Manager

Sewell Wallis are looking for a Portfolio Manager to join a well-established and forward-thinking Accounting Firm based in Sheffield. You will be ACA or ACCA qualified and currently working within the role of Portfolio Manager or Fractional FD, managing a portfolio of clients, providing them with strategic financial advice, statutory accounts, management reports, tax compliance, and advisory services.

What will you be doing?

• Manage a large portfolio of clients and deliver advisory services.
• Preparation of accounts including statutory and management information.
• Taking ownership of quoting, converting and onboarding new clients.
• Build and grow of your own portfolio.
• Team development, including hiring and managing staff.
• Ensure compliance with all relevant regulations and standards.
• Build and maintain strong client relationships to drive satisfaction and retention.

What skills are we looking for?

• ACA or ACCA qualified accountant.
• Experience working with a varied portfolio of clients.
• Excellent communication both verbal and written.
• Team management experience.
• Xero certified.
• Strong knowledge in accounting software and Microsoft Office applications.
• A proactive and solutions-oriented approach to challenges.

What's on offer?

• A competitive salary depending on experience.
• Flexible working.
• Modern offices with great facilities.
• Great working culture, team events and flexible dress code.

Sewell Wallis is an Equal Opportunities Employer.

#J-18808-Ljbffr