Senior Portfolio Manager

An excellent opportunity for a Senior Portfolio Manager to join a progressive accountancy practice, taking responsibility for a diverse portfolio of SME and owner-managed business clients. This role would suit an experienced practice accountant with strong technical knowledge across accounts preparation, taxation and client advisory services, coupled with proven team management and client relationship skills.

The successful candidate will play a key role in managing client engagements from start to finish, ensuring the delivery of high-quality accounting and taxation services while developing strong, long-term client relationships. There will also be an opportunity to contribute to the growth and development of the practice, support junior team members and provide practical financial guidance to clients.

Key Responsibilities

• Manage a portfolio of clients across a range of industries, overseeing the delivery of accounts, taxation and compliance services.
• Review and oversee the preparation of year-end financial statements, management accounts and financial reporting.
• Manage the preparation and submission of corporation tax returns, VAT returns, VAT RTD, CGT returns, income tax returns and other relevant Revenue filings.
• Provide support and guidance to clients on accounting matters, tax compliance and financial planning.
• Liaise directly with clients, Revenue and other relevant stakeholders, responding to queries and resolving accounting and taxation issues.
• Oversee audit preparation and ensure client records and financial information are maintained to the required standards.
• Manage workflow and competing deadlines across the client portfolio, ensuring all statutory and regulatory obligations are met.
• Supervise, mentor and support junior accounting staff, reviewing work and providing technical guidance where required.
• Identify opportunities to improve client processes, accounting systems and reporting efficiencies.
• Support clients with bookkeeping, reconciliations, incomplete records and the preparation of accurate trial balances.
• Contribute to the ongoing development of client relationships and the delivery of value-added advisory services.
• Assist with the day-to-day management and smooth running of the accounting function.

Candidate Requirements

• Qualified Accountant with a proven track record in Irish Accountancy Practice.  CTA qualification an advantage.
• Strong experience within an accountancy practice, with responsibility for managing multiple client engagements.
• Experience preparing year-end accounts, management accounts and statutory financial statements.
• Good working knowledge of Irish taxation, including corporation tax, VAT, income tax and capital gains tax.
• Experience dealing directly with Revenue and managing client tax compliance requirements.
• Proven ability to manage competing deadlines and oversee the work of an accounting team.
• Strong client relationship management and communication skills.
• Commercial awareness and the ability to understand the financial needs of owner-managed businesses and SMEs.
• Proficiency in accounting software such as Xero, Sage, Surf Accounts and other relevant packages.
• Strong organisational skills, attention to detail and a proactive approach to problem-solving.

The Opportunity

This position offers the opportunity to take ownership of a varied client portfolio within an established practice, combining hands-on technical accounting and taxation work with client relationship management and team leadership. It would suit an ambitious accountant looking to progress into a senior portfolio management position with greater responsibility, client exposure and scope for future career development.



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