Accounts Manager/Portfolio Manager

3 weeks ago


StainesuponThames, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

3 days ago Be among the first 25 applicants

Fletcher George Financial Recruitment provided pay range

This range is provided by Fletcher George Financial Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Do you have a strong interest in tax? This true "general practice" role is positioned as an Accounts Manager/Portfolio Manager in Staines and offers a great opportunity within a vibrant, well-established firm of chartered accountants in Surrey. This role consists of 50% accounts and 50% personal tax, overseeing a portfolio of £500k, with a full CTA package offered.

Responsibilities:

  • Client Management: Overseeing a portfolio of clients worth approximately £500k, including limited companies, partnerships, and individuals.
  • Accounts & Tax Preparation:
    • Year-end accounts preparation
    • Management accounts and VAT returns
    • Supervision and reviewing accounts from offshore bookkeeping team
    • Personal/Business Tax advisory/compliance, income tax returns and computations
  • Compliance & Advisory: Monitoring statutory compliance in accounts and taxation matters, advising clients, and holding client meetings.
  • Team Supervision: Supervising junior staff, planning and monitoring work, providing training, and assessing performance.
  • Business Development: Promoting the firm's services and managing new client onboarding.
  • Liaison: Regularly liaising with the partners of the firm.

Requirements:

  • Qualified ACA/ACCA with at least 2 years post-qualified experience.
  • Minimum 5 years of UK practice background, with an interest in client management and personal tax.
  • Strong technical skills and the ability to supervise and delegate tasks effectively.

Next steps – please apply to this Accounts/Tax Portfolio Manager role and we will aim to reply to all suitable applicants within 48 hours.

Fletcher George is an inclusive Surrey-based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.

We encourage applications from those legally able to work in the UK without the requirement for sponsorship.

Seniority level
  • Director
Employment type
  • Full-time
Job function
  • Accounting/Auditing
  • Industries: Accounting
#J-18808-Ljbffr

  • Staines-upon-Thames, Surrey, United Kingdom TN United Kingdom Full time

    Social network you want to login/join with:National Account Manager - Waitrose, Staines-upon-ThamesClient:Pilgrim's EuropeLocation:Staines-upon-Thames, United KingdomJob Category:Job search toolsEU work permit required:YesJob Reference:63c6b7e5ec64Job Views:5Posted:06.04.2025Expiry Date:21.05.2025Job Description:Working Hours - 37.5 hours a weekLocation -...

  • Management Accountant

    4 weeks ago


    Staines-upon-Thames, Surrey, United Kingdom This is Alexander Faraday Recruitment Full time

    ? Management Accountant Staines, Surrey Hybrid High-end multi-site business, who is experiencing significant growth, is seeking an experienced Management Accountant to join their team. This is an exciting time to be part of the business and part of their successful growth. Key responsibilities Complete relevant month-end close procedures Balance sheet and...


  • Staines-upon-Thames, Surrey, United Kingdom ServiceNow Full time

    As a Manager of the Customer Success Management team you will be responsible for developing a team of Customer Success Managers (CSMs) You will be part of the Customer Outcomes team. Our purpose is to accelerate platform adoption and improve customer results. We do this through a portfolio of services delivered by outstanding consultants using our ecosystem...


  • Staines-upon-Thames, Surrey, United Kingdom ServiceNow Full time

    What you get to do in this role:Negotiate all facets of renewal contracts. Develop win/win negotiation strategies that maximize contract value while enhancing the customer relationship and the value they are realizing from ServiceNow.Identify customer needs and demonstrate account management capabilities to guide renewal closure.Maintain an understanding of...


  • Staines-upon-Thames, Surrey, United Kingdom Fire and Security Careers Full time

    Technical Account Manager - Fire alarm systems/ Life Safety - West of South East mainly and some National clients. Benefits - Technical Fire Alarm Account Manager - Fire Key Account Manager Role c. £55,000 Commission/ Earnings expected - c. £70,000 - £100,000 25 Days Holiday + Bank Holidays Permanent benefits Car or Car Allowance Role for -...

  • Senior Accountant

    7 days ago


    Staines-upon-Thames, Surrey, United Kingdom Hays Accountancy and Finance Full time

    Your new company An established west London accountancy practice that has seen a considerable amount of growth over recent years. Your new role Working alongside the directors, you will be responsible for managing your own portfolio of clients and duties will include preparing statutory & management accounts and assisting clients with tax matters. As a...


  • Staines-upon-Thames, Surrey, United Kingdom ServiceNow Full time

    You will be part of the Customer Outcomes team. Our purpose is to accelerate platform adoption and improve customer outcomes. We do this through a portfolio of services delivered by outstanding consultants using our ecosystem of partners our leading practices methodologies and tools based on our experiences from 1000s of customer engagements.What you get to...


  • Staines-upon-Thames, Surrey, United Kingdom ServiceNow Full time

    What you get to do in this role:Manage a team of Expert Services Managers responsible for 48 Technical & Business Process ConsultantsDevelop strong executive relationships with Enterprise Architect CLevel Executives and business leadersUnderstand business objectives and outcomes to support the Success Architect in developing a customer roadmapEnterprise...


  • Staines-upon-Thames, Surrey, United Kingdom ServiceNow Full time

    We offer flexible(hybrid) contracts and since we are building a hub in our Staines office this role requires commuting to the Staines office an average of two days a week.Be on the ground and a core part of building a new team in the UKStaines. The role of the Manager Technical Accelerator Consultants Impact is part of ServiceNow Impact our newest...

  • Sales Manager

    3 days ago


    Staines-upon-Thames, Surrey, United Kingdom IFS Full time

    Company DescriptionIFS is a billion-dollar revenue company with 7000+ employees on all continents. Our leading AI technology is the backbone of our award-winning enterprise software solutions, enabling our customers to be their best when it really matters–at the Moment of Service. Our commitment to internal AI adoption has allowed us to stay at the...


  • Staines-upon-Thames, Surrey, United Kingdom ServiceNow Full time

    Are you a transformationmakerDo you enjoy driving transformation and setting up companies for a successful future Do you have experience with transformation programs consultancy and being a trusted advisor Great Then join our outstanding Customer Success Team that enables our customers to utilize our innovative ServiceNow Platform most effectively. You...


  • Staines-upon-Thames, Surrey, United Kingdom Hays Accountancy and Finance Full time

    Your new company A leading supplier of household brands to the UK consumer market is looking for a Financial Reporting Manager to join their Group Finance team in Staines. Your new role You will be responsible for ensuring accurate financial information is provided to key stakeholders including the business, auditors, HMRC and banks. This will involve owning...

  • Partner Manager

    6 hours ago


    Staines-upon-Thames, Surrey, United Kingdom ServiceNow Full time

    As a Partner Manager you will help support our transformational vision: Partner Success is synonymous with Customer Success in accelerating Digital Transformation and predictable outcomes for our partners.The Partner Manager is aligned to a focused regional territory to lead Cosell/Codelivery and Sourced NNACV. You will produce new business in logo accounts...


  • Staines-upon-Thames, Surrey, United Kingdom ServiceNow Full time

    As a ServiceNow Principal Engagement Manager you will be pivotal in leading an Expert Services delivery team that provides a rapid path to success and ongoing value for customers.  Principal Engagement Managers are seasoned leaders who build highperforming teams accelerate time to value and drive rapid and effective program decisionmaking. In this role you...

  • Assistant Account

    7 days ago


    Staines-upon-Thames, Surrey, United Kingdom Teemz Ltd Full time

    Assistant Accountant, Up to £45,000 + Benefits, Hybrid Working Included i.e. 2 Days a week in the office, 3 from home, Staines Upon Thames Area, Fantastic SaaS Technology CompanyOverview of the Assistant Accountant:We are looking for a detail-oriented and proactive Assistant Accountant to join our clients finance team. The successful candidate will support...

  • Store Manager

    6 hours ago


    Staines-upon-Thames, Surrey, United Kingdom Lovisa Full time

    NEW STORE OPENING IN JUNELovisa is fastfashion RetailLovisa is global and its growth is infectiously energeticSee us atcareers.lovisaBenefitsThe next step on a Store Management Career in Fashion a great opportunity to progress your careertoward a Flagship storeOpportunity to participate in the GlobalFuture Lovisa Leader programTopnotch training for becoming...

  • Territory Manager

    7 days ago


    Staines-upon-Thames, Surrey, United Kingdom McCurrach UK Ltd Full time

    OverviewTerritory ManagerTerritory Covers: StainesFull time, Fixed term from 6th May 2025 until 30th June 2025, could lead to longer term opportunitiesSalary up to £28,000 pro rata plus 10% performance related bonus, £300 retention bonus, company car, fuel card (plus other fantastic benefits)Are you a natural at building relationships? Do you love a...

  • Account Executive

    3 weeks ago


    Staines-upon-Thames, Surrey, United Kingdom Propel Full time

    Account Executive – SMB & Mid-Market | High-Growth SaaS | Construction TechSMB AE: £55-65k + uncapped commission Mid-Market AE: £65-80k + uncapped commission UK-based | Hybrid (Staines office, client site & home working) – 3 days a week in Staines office required. The CompanyJoin a fast-scaling, market-leading construction management platform that is...

  • Senior Director

    1 day ago


    Staines-upon-Thames, Surrey, United Kingdom TN United Kingdom Full time

    Senior Director - GCS Head of Portfolio (Consulting and IFS Success), Staines-upon-ThamesClient:IFSLocation:Staines-upon-Thames, United KingdomJob Category:ConsultingEU work permit required:YesJob Reference:36320019fa03Job Description:The GCS Head of Portfolio (Consulting and IFS Success) is a leader in the Services Product Portfolio offering function and a...

  • Category Manager

    1 day ago


    Staines-upon-Thames, Surrey, United Kingdom TN United Kingdom Full time

    Social network you want to login/join with:Have experience of working with External Agencies to deliver projects?Have strong, impactful, and effective written and verbal communication skills & storytelling?Well we have an excellent opportunity for you as a Category Manager at Pilgrim's Europe, working with some of the biggest brands - Fridge Raiders and...