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Accounting Portfolio Manager
EXCOResponsable de dossiers comptable à Montpellier pour Exco Languedoc, gérant un portefeuille clients variés et établissant des comptes annuels. Collaboration avec une équipe dynamique et encadrement d'un assistant comptable.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client portfolios, preparing financial statements, and providing advisory services. Strong ability to mentor junior staff and implement best practices within the firm.
Highest-signal resume keywords
Financial Statement PreparationCorporate Tax ReturnsClient Relationship ManagementMentoring Junior StaffProficiency in Digital Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement PreparationCorporate Tax ReturnsBalance Sheet PreparationForecastingBusiness Plan Development
Soft Skills
Interpersonal SkillsOrganizational SkillsProactive Problem Solving
Tools & Technologies
Digital ToolsAccounting Software
Industry Keywords
Client Portfolio ManagementBest Practices DevelopmentAdvisory Services
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Manage a diverse client portfolio
- Review accounts
- Prepare annual financial statements and corporate tax returns independently
- Prepare and present the balance sheet alongside the Chartered Accountant
- Prepare tax returns
- Supervise an accounting assistant
- Provide personalized advisory services and manage client relationships
- Prepare interim financial statements, forecasts, dashboards, and business plans
- Contribute to the development of best practices within the firm and mentor junior staff
Requirements
What you’ll need- Degree: Bac+3 to Bac+5 (equivalent to Bachelor's or Master's)
- Proven professional experience of 4 to 5 years in a similar role
- Methodical and organized
- Good interpersonal skills
- Proactive and able to make recommendations
- Strong interest in digital tools and technology
Benefits
Comp & perks- RTT (additional time-off days)
- Supplementary health insurance
- Profit-sharing bonus
- Employee savings plan (company savings scheme)
- Gift vouchers
- Training opportunities