Lentells Limited

CHARD 01460 64441 | SEATON 01297 20584 | TAUNTON 01823 286274 | PAYROLL 01460 68700
chard@lentells.co.uk | seaton@lentells.co.uk | taunton@lentells.co.uk | payroll@lentells.co.uk

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Closing Date: Open
Vacancy office: Chard
 
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 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 would be considered. 

Please apply via our website or send your CV and covering letter to This email address is being protected from spambots. You need JavaScript enabled to view it. 

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Chard Office

17-18 Leach Road 
Chard Business Park 
Chard
Somerset 
TA20 1FA

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01460 64441

Seaton Office

Kingsway
50 Fore Street
Seaton
Devon
EX12 2AD

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01297 20584

Taunton Office

Ash House, Cook Way
Bindon Road
Taunton
Somerset
TA2 6BJ

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01823 286274