PORTFOLIO MANAGER – CHARD

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 in our Chard office on a permanent basis. 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 clients. You will ensure that our clients' expectations are met in a timely and efficient manner. Being the main contact for our clients on a day-to-day basis. Being responsible for mentoring and training junior staff members. The ideal candidate will have: At least 3 years of 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). ACCA/ACA Qualification is desirable but not essential. If not qualified must have the ‘proven’ experience above. Knowledge/experience of ‘medical’ is a distinct advantage. Experience of training junior staff/managing a team is 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. We are a registered Mindful Employer. Opportunities to undertake further qualifications and career progression are available for the right candidates. Part-time would be considered. Chard Office

17-18 Leach Road Chard Business Park Chard Somerset TA20 1FA This email address is being protected from spambots. You need JavaScript enabled to view it. 01460 64441 Seaton Office #J-18808-Ljbffr