Experienced Portfolio Accountant

1 week ago


Potters Bar, Hertfordshire, United Kingdom Bennett and Game Recruitment LTD Full time
Job Responsibilities
1. Review bookkeeping, management accounts, annual accounts, and tax returns for clients.
2. Prepare the accounts report and send it to clients upon completion of a job.
3. Contact clients to agree timescales for receiving information to complete accounts and tax returns.
4. Plan workload for the accounts team using the team planner.
5. Liaise with the Office Manager regarding workflow and deadlines for jobs and billing clients.
6. Prepare larger jobs from SAGE and/or manual records and post to IRIS, right through to business tax computations.
7. Prepare IRIS accounting records for new clients using opening trial balances, tax computations, and other salient information received from previous accountants.
8. Prepare personal tax computations and self-assessment tax returns.
9. Prepare statutory accounts using the IRIS system, ensuring all disclosures are correctly included.
10. Prepare management accounts and liaise with clients.


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