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Senior Accountant, Portfolio Manager

2 months ago


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

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 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, 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.
Requirements
  • 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.
What We Offer
  • 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.
How to Apply

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