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Portfolio Manager H/F

Il y a 3 mois


SaintPriest, Auvergne-Rhône-Alpes, France Achil Temps plein

Join Achil as a Portfolio Manager in a reputable Accounting Firm:

This firm, guided by two seasoned Chartered Accountants or Statutory Auditors, is looking for a Portfolio Manager to enhance their team. With a dedicated workforce of 20 professionals, they focus on delivering services to a diverse clientele including small and medium-sized enterprises, independent contractors, non-profit organizations, and the agricultural industry.

Key Responsibilities:

  • Oversee a varied client portfolio consisting of approximately 40 accounts,
  • Prepare and finalize tax declarations and financial reports,
  • Engage in financial reporting tasks,
  • Supervise the activities of two Assistant Accountants / Interns,
  • Offer expert guidance and support to clients.

What We Provide:

  • A welcoming and vibrant work atmosphere that promotes work-life balance,
  • Possibility of remote work arrangements,
  • Access to advanced digital tools,
  • Opportunities for professional advancement within the firm.

Candidate Requirements:

  • Proven experience in a similar capacity within an accounting firm,
  • Expertise in accounting, financial, and tax-related software,
  • Dependable, open-minded, and empathetic demeanor.

Recruitment Process:

  1. Prompt feedback on application status,
  2. Initial phone interview with our team,
  3. In-person interview with the firm,
  4. Final decision regarding a job offer.

If you are interested in this Portfolio Manager position, we encourage you to submit your application. We look forward to your response.