Financial Portfolio Manager

2 weeks ago


Folkestone, Kent, United Kingdom TPF Recruitment Full time

TPF Recruitment is proud to support a reputable chartered accountancy practice in Folkestone, seeking an experienced Accounts Manager to join their dynamic team.

The successful candidate will be responsible for managing a diverse portfolio of clients, including sole traders, partnerships, and Ltd companies. As part of this role, you will prepare annual statutory accounts, corporation tax returns, and personal tax returns, as well as monthly and quarterly accounts and VAT returns.

You will have the autonomy to manage your client portfolio effectively and work closely with a team of expert tax advisors who will provide support with more complex advisory work.

This is a fantastic opportunity to work with a professional firm that values a healthy work-life balance and offers a range of benefits to its employees.

Key Responsibilities:

  • Prepare annual statutory accounts, corporation tax returns, and personal tax returns
  • Prepare monthly and quarterly accounts and VAT returns
  • Manage client portfolios and maintain excellent relationships with clients
  • Oversee and review the work of junior staff and bookkeepers
  • Onboard new clients and assist partners with ad-hoc consulting and systems implementation work as required

Requirements:

  • AAC/ACCA or equivalent qualification, with at least 5 years of experience in a practice environment
  • Proven track record as a Team Leader, Client Manager, or Manager in a practice setting, with hands-on experience in accounts, management accounts, tax, and VAT

Benefits:

  • £40,000 - £50,000 per annum, based on experience
  • Full benefits package, including salary, benefits, and opportunities for career advancement

We are committed to remaining the leading provider of accountancy talent in the South East, and we invite candidates to refer friends and colleagues who may be interested in this opportunity. For every successful referral, we offer £200 in Love2Shop vouchers (terms and conditions apply).



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