Portfolio Manager – Accounting Services

• Manage a client portfolio comprising sole traders, artisans and commercial companies
• Prepare VAT returns, annual accounts and tax packages
• Prepare and present financial statements
• Prepare income tax returns
• Provide hands-on advice and manage client relationships
• Prepare interim accounts, forecasts, dashboards and business plans
• Manage a team of 3 to 4 people
• Develop best practices within the firm
• Train junior staff
• Contribute to the advisory services provided to business owners
• Comply with professional standards and internal procedures
• Serve as the technical point of reference for team members
• Act as the liaison between partners and team members
• Take technical responsibility for work performed for portfolio clients
• Use digital tools for clients' accounting monitoring and administrative organization

Requirements

• Bachelor's degree plus 1 year of postgraduate study or Master's degree
• At least 5 years of experience in a similar role
• Experience in an accounting firm preferred
• Methodical and well organized
• Excellent interpersonal skills
• Proactive and able to make recommendations
• Strong interest in digital technologies
• Strong technical and management skills
• Passion for advising and supporting clients

Core Competencies

Demonstrates expertise in managing client portfolios, preparing financial statements, and providing advisory services while ensuring compliance with professional standards. Capable of leading a team, training junior staff, and utilizing digital tools for effective accounting and administrative organization.

Highest-signal resume keywords

• Client Portfolio Management
• Financial Statement Preparation
• Team Leadership
• Advisory Services
• Digital Tools Utilization

Hard Skills

• VAT Returns Preparation
• Income Tax Returns Preparation
• Annual Accounts Preparation
• Interim Accounts Preparation
• Forecasting
• Business Plan Development
• Technical Responsibility
• Compliance with Professional Standards

Soft Skills

• Excellent Interpersonal Skills
• Proactive Recommendations
• Methodical Organization

Certifications & Qualifications

• Bachelor's Degree
• Master's Degree

Industry Keywords

• Accounting Firm Experience
• Client Relationship Management
• Advisory Services
• Best Practices Development

Tools & Technologies

• Digital Accounting Tools