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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 the 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

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 applications 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 Off 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