Accounting Portfolio Manager

Manage a diverse client portfolioReview accountsPrepare annual financial statements and corporate tax returns independentlyPrepare and present the balance sheet alongside the Chartered AccountantPrepare tax returnsSupervise an accounting assistantProvide personalized advisory services and manage client relationshipsPrepare interim financial statements, forecasts, dashboards, and business plansContribute to the development of best practices within the firm and mentor junior staff

Requirements

• Degree: Bac+3 to Bac+5 (equivalent to Bachelor's or Master's)
• Proven professional experience of 4 to 5 years in a similar role
• Methodical and organized
• Good interpersonal skills
• Proactive and able to make recommendations
• Strong interest in digital tools and technology

Core Competencies

Demonstrates expertise in managing client portfolios, preparing financial statements, and providing advisory services. Strong ability to mentor junior staff and implement best practices within the firm.

Highest-signal resume keywords

• Financial Statement Preparation
• Corporate Tax Returns
• Client Relationship Management
• Mentoring Junior Staff
• Proficiency in Digital Tools

ATS Optimization Keywords

Hard Skills

• Financial Statement Preparation
• Corporate Tax Returns
• Balance Sheet Preparation
• Forecasting
• Business Plan Development

Soft Skills

• Interpersonal Skills
• Organizational Skills
• Proactive Problem Solving

Industry Keywords

• Client Portfolio Management
• Best Practices Development
• Advisory Services

Tools & Technologies

• Digital Tools
• Accounting Software