Accountant Portfolio Manager

Lentells is an accountancy practice who employ over 80 staff members across 3 offices in Devon and Somerset. We are now looking to recruit for a portfolio manager to join our team, with the opportunity to work in any of our offices.

Working at Lentells is varied, challenging and rewarding; we believe in supporting staff with both personal and professional development so that they can achieve their career goals and objectives.

The main duties of this role include:

• Responsible for managing a portfolio of clients. Lentells managers deal with a mixed portfolio, specialising in Medical (approx. 80% GP Practice)
• Supporting the Directors with providing a range of accounting and tax services to our varied portfolio of client
• You will ensure that our clients expectations are met in a timely and efficient manner
• Being the main contact to our clients on a day to day basis
• Being responsible for mentoring and training junior staff members

The ideal candidate will have:

Essential Experience

• Must have at least 3 years practice experience (recent preferable), and be proficient in accounts (not audit or tax only).
• Managed their own portfolio; independently producing accounts and dealing with clients directly (start to finish)

Desirable Experience

• ACCA/ACA Qualification is desirable but not essential. If not qualified must have the proven experience above
• Knowledge/experience of medical a distinct advantage
• Experience of training junior staff/managing a team an advantage

Benefits include:

• Competitive salary with regular salary reviews
• 25 days annual leave, plus bank holidays
• Private medical cover upon completion of a probationary period
• Company pension
• Hybrid working available subject to qualifying criteria
• Free on-site parking
• Sick pay
• Cycle-to-work scheme
• We are a registered Mindful Employer

Opportunities to undertake further qualifications and career progression are available for the right candidates. Part time applications would be considered.

Please note, unlike many other accountancy practices, Lentells Limited pay overtime if/when business needs arise. Overtime can be taken as cash or accrued as Time Off In Lieu (TOIL). TOIL can be used as a way of increasing holiday entitlement.

NO AGENCY referrals accepted for this vacancy, thank you.