Portfolio Manager who is high energy, results orientated and a fast learner

EH12 7SB, Edinburgh
13 Nov 2017
12 Jan 2018
Contract Type
Job Level
We are looking for an A+ person to join our team of Portfolio Managers.

What does A+ mean?

We're looking for someone who is focused on achieving results for a portfolio of clients. Our Portfolio Managers must be able to learn fast and the must be high energy.

A Portfolio Manager looks after the customer service needs of a group of clients in our accountancy practice. Our clients are quite rightly a demanding bunch of people. They want someone who is going help them meet strict deadlines, someone who can help them when they have questions and someone who will approach them proactively when needed.

As such a Portfolio Manager must be well organised yet focused on delivering results and achieving tasks. A Portfolio Manager is a smart cookie, a quick thinker and someone who is flexible in their approach.

They will be IT savvy, calm under pressure, reliable and resilient. To wrap things up the ideal Portfolio Manager will be a brilliant communicator, they will be open to feedback and are very optimistic.

If you think you fit the bill we would like to hear from you because we have vacancies now.

If you're successful you will join a team of fifteen dedicated professionals at our fast-paced and fast-growing accountancy practice. It's a busy environment with the team split into our Technical Hub who crunch the numbers, the Technical Admin Team who make sure the office runs smoothly and our Portfolio Managers who look after our clients.

It's busy but fun, too. We're a tight knit team and work well (and have fun) together.

We have a defined career and development path. We don't expect everyone to know everything immediately but we do encourage and expect every member of our team to develop themselves with our help.

Team members have weekly one to ones and quarterly reviews.

Ultimately we are always on the hunt for team members who may wish to partner with us in the future to open their own TaxAssist Accountants office.

So, if you are that high energy, results focused, quick learner we really want to hear from you... as soon as possible.

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