Client Portfolio Manager
THE COMPANY A growing chartered accountancy practice renowned for advising SME's, Mid-Market Corporate businesses (up to c.GBP40m t/o) and Wealthy Entrepreneurs / High Net Worth Individuals. The practice has an established presence in West Lancashire and delivers Audit, Business Services and Tax Planning / Advisory solutions to all clients. THE OPPORTUNITY The firm is now looking to appoint a Qualified Accountant to manage a portfolio of SME and Entrepreneur-owned businesses, delivering monthly and annual accounting services, VAT and Tax planning advice to individuals and businesses. Joining the practice as a Portfolio Manager you will work autonomously and have full responsibility for your clients, managing business relationships and handling all aspects of accounts, business services and Tax work. As Portfolio Manager you will benefit from: - A competitive salary with annual reviews - The opportunity to manage and grow your own client portfolio, providing the chance for future career progression to Director (based on growth) - Exposure to all aspects of business services and Tax work THE PERSONYou will be an ambitious accounts professional with a background in chartered practice, able to demonstrate the following: - ACA / ACCA Qualified - Significant experience of accounts and Tax work (5+ years) - Good client relationship / contact skills If you are currently working within accountancy practice and seeking an opportunity to progress within an leading regional practice then please contact Alastair McLean at Lucas McLean Recruitment to discuss this unique opportunity.