Portfolio Manager

Tunbridge Wells • Permanent • £40000 - £48000

Updated - 01/07/2008

To manage a portfolio of clients, providing audit and other services to those clients within set budgets for finance and time. Liaise with the clients and the audit team to ensure that the client needs are met. To manage and mentor trainees, senior and semi-senior audit staff.

Roles Operations:          

• Ensure that audit and other services provided to the client are carried out in an efficient and timely manner, and generally monitor the workflow.
• Ensure that letters of engagement and permanent files are kept up to date
• Ensure that budgets and resources are planned and prepared in advance
• Attend pre year-end audit planning meetings with clients
• Be prepared to share successes and failures and give honest feedback to improve Audit’ performance.
• Prepare management letters on each audit carried out and make recommendations to clients
• Ensure effective communication with the client, partners, other departments and audit
• Carry out chargeable professional work, standard chargeable hours to be agreed before the start of each year
• Computer operation including accounts production, alphatax, spreadsheet use and other applications as appropriate
• Continual personal development and improvement of technical skills
• Integration with other departments and all levels of staff
• Maintain and enhance the firm’s reputation

Time and fee management  

• Manage the billing process with the client and analyse recovery
• Review work in progress regularly and investigate any unexpected anomalies

People

• Review audit team’s performance and provide accurate feedback
• Take an active role in the development of the audit team and provide on the job training
• Technical training of staff and highlighting staff training requirements
• Being receptive to training provided
• Develop and motivate the team
• Mentor and support trainees
• Delegation and coaching to ensure that Creaseys can develop internal career structures and promote from within the firm
• Self-development and maintenance of CPD records
• Be a role model

Information

• Provide reports on work in progress, billing and recovery
• Report on resource requirements
• Take part in marketing and networking activities
• Participate in review of portfolio performance at team meetings, be aware of individual targets, departmental targets and firms targets
• Take a proactive involvement in the audit department, make suggestions for improvements and work with the audit team to bring about those improvements

Who we're looking for

You will be a qualified accountant with considerable experience of heading up audits for a firm of chartered accountants. You will be ACA or ACCA qualified and will have taken charge of a team, running audits and preferably have at least some experience of running a portfolio. You'll be a strong team player and looking for an excellent opportunity to advance your career. 

About our client

Creaseys are able to boast an award winning tax team, corporate and business divisions, an accounting and bureau services department and specialist services units and is a quality firm of business and tax advisers, designed to be able to offer the highest quality service to their clients. In order to do so, they offer outstanding training and commitment to maintaining the most up to date knowledge possible amongst their staff.The firm employ in excess of 80 highly skilled staff, headed by 10 forward thinking partners, operating from three beautiful Victorian town houses, each with onsite carparking adjacent to the station in a private road in Tunbridge Wells. The partners are regular contributors to technical journals and have written many papers and books which are in regular use amongst the professional community. The quality of the firm's advice gained national recognition when they won the Butterworths Tolley Tax Award for the best tax team in a small to medium sized practice in the UK. They have continued to build upon these high standards and offer an unparalleled service in this area.

The firm train accountants in both tax and accounting disciplines and enjoy enviable examination success. Pass rates have tended to be nearing 100% in all papers on first attempt, a rare accomplishment which underlines the firms' commitment to supporting and encouraging all their staff as much as possible in their studies. The team atmosphere continues amongst the staff through a variety of partner and staff led social and sporting events throughout the year making it a very friendly and supportive working environment which engenders success, not to mention a lot of fun - always an excellent selling point in the work place!

Creaseys look after the financial and fiscal needs of over 3,500 clients with some associations going back over several generations. This is only made possible through the commitment of the firm to retaining their staff by making the working environment as supportive, interesting and dynamic as possible. The firm offer a commitment to enabling staff to take early responsibility for their work. They do this via a very well structured training programme. 

What's on offer

Free onsite parking, benefits including life insurance, pension etc

Page Personnel Contact

For more information or to apply, phone: 01622 607 470. Alternatively, email maidstone@pagepersonnel.co.uk, quoting Job Ref: 5983987