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 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 client 
• You will ensure that our clients expectations are met in a timely and efficient manner 
• Being 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 

Essential Requirements

• All applicants MUST be eligible to work in the UK 

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 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 Of In Lieu (TOIL). TOIL can be used as a way of increasing holiday entitlement. Apply directly to Lentells Limited and if you are successful in your application you will be eligible for a 'welcome bonus' after a qualifying period. NO AGENCY referrals accepted for this vacancy, thank you.**