Portfolio Accountant

3 weeks ago


Chorley, United Kingdom Lucas Mclean Recruitment Limited Full time

Portfolio Accountant opportunity within an established and growing Chartered Accountancy & Advisory Practice offering varied responsibilities and long term career development.

**THE COMPANY**

An established Chartered Accountancy & Advisory Practice with an innovative solution-focused approach to advising SME businesses. The firm provides its clients with a broad range of Compliance and Business Advisory solutions and is experiencing growth indemand for its bespoke Cloud Accounting and Outsourced Financial Management solutions.

**THE OPPORTUNITY**

A Portfolio Accountant position has arisen which would suit a Part-Qualified or QBE Accountant and offers responsibility for managing a client portfolio and reviewing work completed by junior staff.

Duties & Responsibilities will involve:

- Managing a portfolio of small business clients (c.£100k - £3m t/o), including owner-managed andf family owned businesses
- Managing client relationships and ensuring preparation and delivery of Annual Accounts / Tax Returns, monthly & quarterly Management Accounts and ad hoc Business Advisory solutions
- Use of Xero and other online software packages on a daily basis
- Reviewing VAT / Bookkeeping work prepared by junior staff

Benefits will include:

- Competitive salary with annual reviews
- Responsibility and autonomy
- Hybrid working - 2 or 3 days in the office each week
- Long term career progression to Director

**THE PERSON**

You will be an Accountancy professional able to demonstrate the following:

- ACA / ACCA Part-Qualified, or QBE
- Background within Accountancy Practice (c.4 - 5 years)
- Accounts Preparation, Tax Computations and Business Services experience
- Experience of working with SME and Owner-Managed businesses
- Good working knowledge of Xero and possibly other online / cloud accounting software

If you are an ambitious, experienced Part-Qualified or QBE Accountant keen to progress to Director level within a modern and forward thinking Accountancy Practice please contact Alastair McLean at Lucas McLean Recruitment to discuss this position.



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