Accountant with Portfolio Management Responsibilities

23 hours ago


St Annes, Lancashire, United Kingdom The Recruitment Co. Full time

About the Role: We are looking for a talented Senior Accountant to join our team. As a key member of our team, you will be responsible for managing a portfolio of clients, preparing financial statements, and ensuring compliance across all work.

Responsibilities:

  1. Manage a portfolio of clients, including preparing financial statements and ensuring statutory filing dates are met.
  2. Train junior members of the team and deal with client communications.
  3. Ensure clients are invoiced promptly and taxes are filed on time.
  4. Work closely with colleagues to ensure seamless delivery of services.

What You'll Need:

  • Qualifications in accounting or equivalent experience.
  • Strong organizational and analytical skills.
  • Ability to build trusting relationships with stakeholders.
  • Experience working with Free Agent, Xero, and QuickBooks.

Why Join Us:

  • We offer a competitive salary of £32,500 - £37,000 per annum, depending on experience.
  • A comprehensive benefits package, including Bupa health scheme and Company Pension.
  • The opportunity to work with a talented team and contribute to the growth of the business.


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