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Portfolio Manager
2 weeks ago
About the Role:
We are seeking a Senior Manager to join our team and manage a diverse portfolio, working closely with supportive Directors who are committed to your growth.
You will be responsible for developing your leadership skills, reviewing complex work, and building strong client relationships across the portfolio.
Key Responsibilities:
- Manage client relationships and lead meetings
- Review complex tax and business advisory work
- Mentor and support Intermediate and Junior staff
- Liaise with offshore support for prep and bookkeeping
- Analyse complex financial data to deliver practical client solutions
Skills and Experience:
- CA or CPA qualified
- Public practice experience with client management
- Confident reviewing complex work
- Skilled in tax compliance and business advisory
- Values humility, leadership and continuous growth
About the Company/Culture:
This inner-city firm has seen consistent year-on-year growth and is expanding its leadership structure. The company specialises in tax and advisory for privately held businesses and groups.
The team is grounded, collaborative and focused on genuine long-term development.
What We Offer:
- Flexible work arrangements
- Lead your own team and portfolio
- No sales expectations
- Long-term profit-sharing potential
- On-site parking
