Senior Accountant, Portfolio Manager
6 days ago
We are a dynamic and innovative accounting firm based in Cornwall, committed to delivering exceptional services to our clients. Our team is passionate about providing a supportive and collaborative work environment, where everyone has the opportunity to grow and thrive.
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, providing expert accounting services, and leading a small team of junior accountants.
Key Responsibilities- Review and sign off company accounts prepared by junior team members, ensuring compliance with FRS102 and FRS105.
- Review and sign off 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 in accounting (ACA or ACCA).
- At least 2-3 years' post-qualified experience in practice, with prior experience independently managing a portfolio.
- Experience with Xero, TaxCalc, and Excel is a plus, but not essential.
- Strong leadership and communication skills, with the ability to manage a small team.
- A competitive salary range of £35,000-£42,000 per year.
- The opportunity to work in a dynamic and innovative accounting firm, with a focus on work-life balance and independence.
- A comprehensive benefits package, including private medical insurance, company pension, and profit-sharing.
- The chance to work with a talented team of accountants and contribute to the growth and success of the firm.
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Senior Accountant, Portfolio Manager
1 week ago
Penryn, Cornwall, United Kingdom The Peloton Full timeAbout The PelotonWe are a dynamic and innovative accounting firm based in Cornwall, committed to delivering exceptional services to our clients. Our team is passionate about providing a supportive and collaborative work environment, where everyone has the opportunity to grow and thrive.Job SummaryWe are seeking an experienced Senior Accountant to join our...
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Senior Accountant, Portfolio Manager
1 week ago
Penryn, Cornwall, United Kingdom The Peloton Full timeAbout The PelotonWe 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...
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Senior Accountant, Portfolio Manager
5 days ago
Penryn, Cornwall, United Kingdom The Peloton Full timeAbout The PelotonWe 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...
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Senior Accountant, Portfolio Manager
5 days ago
Penryn, Cornwall, United Kingdom The Peloton Full timeAbout The PelotonWe 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...
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Senior Accountant, Portfolio Manager
2 weeks ago
Penryn, Cornwall, United Kingdom The Peloton Full timeAbout The PelotonWe are a dynamic and innovative accountancy firm based in the UK, proud to be a 100% employee-owned business. Our office is a stunning and creative space that prioritizes the use of technology and values the well-being of our team members.Our Approach to AccountingWe strive to deliver exceptional accountancy and tax services in an efficient...
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Experienced Accountant, Portfolio Director
2 weeks ago
Penryn, Cornwall, United Kingdom The Peloton Full timeAbout The PelotonWe are a dynamic and innovative accountancy firm based in the UK, proud to be a 100% employee-owned business. Our office is a stunning and creative space that prioritizes the use of technology and values the well-being of our team members.Our Approach to AccountingWe strive to deliver exceptional accountancy and tax services in an efficient...
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Senior Accountant
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Senior Accountant
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Senior Accountant
6 days ago
Penryn, Cornwall, United Kingdom Trial Balance Full timeJob Summary:Exciting new opportunity for a driven and ambitious Accountant to join a very successful and progressive practice based in modern and attractive offices.Key Responsibilities:Undertake a varied workload of statutory accounts preparation, management accounts and bookkeeping, VAT and tax compliance, as well as assisting clients with business-related...
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Commercial Finance Director
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Administrative Support Specialist
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Interim Accounts Assistant
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Charity Finance Manager West Cornwall
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Charity Finance Manager West Cornwall
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Penryn, United Kingdom SWAMP CIRCUS TRUST LIMITED Full timeYou are comfortable leading community projects and building income streams; handling data, leading project team from a financial perspective, funding support, and providing regular financial reporting. ResponsibilitiesLead project meetingsComplete financial accounting and forecastingDeliver reports and metrics to leadershipFunding plan with teamBuilding...
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Charity Finance Manager West Cornwall
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Penryn, United Kingdom SWAMP CIRCUS TRUST LIMITED Full timeYou are comfortable leading community projects and building income streams; handling data, leading project team from a financial perspective, funding support, and providing regular financial reporting. ResponsibilitiesLead project meetingsComplete financial accounting and forecastingDeliver reports and metrics to leadershipFunding plan with teamBuilding...
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Charity Finance Manager West Cornwall
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