Portfolio Manager - Carmarthen
Core
Producing high standards of departmental work including accounts, tax returns, and management reporting for a portfolio of clients.
Role type
Senior IC accountant (portfolio manager)
Builds
Corporate and personal tax returns, management accounts, business plans, and management letters
Domain
Accounting and advisory for SMEs
Required skills
Accounts preparation, tax return preparation, team supervision, client relationship management, budgeting, fee agreement, debtors management, management reporting
Preferred skills
Farming accounts knowledge, Sage, QuickBooks, Xero knowledge
Technologies
Sage, QuickBooks, Xero
Responsibilities
Prepare quality Accounts for review by Partner, Prepare company tax returns, Prepare personal/partnership tax returns, Supervise ad hoc work for clients, Develop and train staff, Manage client relationships including invoicing and engagement renewal, Report to Senior Management Team on portfolio performance, Attend client meetings, Prepare management letters, Liaise with clients on financial affairs, Manage work in progress and losses
Seniority
Senior, hands-on IC