Job Description

The role consists of handling a diversified portfolio of owner managed companies with turnovers of £1 million up to £100 million.

The work mix will comprise both audit and accounting assignments. As a portfolio manager, the successful candidate will have full responsibility for running a portfolio of circa 100 clients, with annual fees in the region of £800,000 upwards.

The relevant individual will have a 2:1 degree from a British University and will be ACA or ACCA qualified with a minimum of 5 years PQE within a mid-tier practice.

The job function will therefore include:

• Liaising with clients and managing client expectations.
• Organising and running all accounting and audit assignments for the portfolio.
• Supervising and reviewing staff output, primarily accounts for audit production.
• Reporting directly to the Audit Partners and attending all client accounts meetings.
• Organising pre-year-end tax planning work and devising appropriate tax strategies for clients.
• Attendance and input to practice development initiatives, including significant networking and new prospect/potential client proposals.
• Working within an existing team of managers and partners to further develop and support the growth of the Barnes Roffe Uxbridge office.

Core skills

• ACA or ACCA qualified.
• Good IT skills including Outlook, Excel, Word and Accounting packages.
• Experienced in managing the audit process from planning to completion of financial statements.
• Working knowledge of Digita and Caseware.

Required Knowledge, Skills, and Abilities

• ACA or ACCA qualified. • Good IT skills including Outlook, Excel, Word and Accounting packages. • Experienced in managing the audit process from planning to completion of financial statements. • Working knowledge of Digita and Caseware.