Senior Accountant, Portfolio Manager

6 days ago


Penryn, Cornwall, United Kingdom The Peloton Full time
About The Peloton

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 Summary

We 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.
Requirements
  • 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.
What We Offer
  • 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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