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Senior Accountant, Portfolio Manager
2 months ago
We are a dynamic and innovative accounting firm that prioritizes work-life balance and employee satisfaction. Our team is passionate about delivering exceptional services to our clients while fostering a supportive and collaborative work environment.
Job SummaryWe are seeking an experienced Senior Accountant to join our team as a Portfolio Manager. As a key member of our team, you will be responsible for independently managing a portfolio of clients, reviewing and signing off on company accounts, and providing guidance and support to junior team members.
Key Responsibilities- Review and sign off on company accounts prepared by junior team members, ensuring compliance with FRS102 and FRS105.
- Review and sign off on company tax returns, identifying planning opportunities for our tax team.
- Manage the compliance process throughout the year for your portfolio of clients, including self-assessment tax returns.
- Provide guidance and support to junior team members, ensuring effective workload management.
- Lead new business calls and work towards growing your portfolio with the support of management.
- Professional Qualification: ACA or ACCA qualified is essential.
- Experience: Ideally 2-3 years' post-qualified experience in practice, with prior experience independently managing a portfolio.
- Technology: Experience with Xero, TaxCalc, and Excel would be a plus, but not essential provided you are able and willing to learn.
- Personality: We are seeking an individual who can independently manage a portfolio and, in time, a small team. The ideal candidate should be independent, honest, personable, and friendly.
- Competitive salary range of £35,000-£42,000 per year.
- Part-time options available for the right candidate.
- Profit share scheme with a tax-free profit share after an initial probationary period.
- Compressed hours option, allowing for more time off during the week.
- Private medical insurance provided free to all employees.
- Enhanced maternity and paternity benefits, including a generous maternity leave package and full pay for paternity leave.
If you are interested in this exciting opportunity, please submit your CV and a brief cover letter explaining your suitability for the role. We look forward to hearing from you soon