Accounts Portfolio Manager
2 months ago
This position as an Accounts Portfolio Manager in Staines offers a great opportunity within a well-established firm of chartered accountants with five offices across Surrey. Here's a breakdown of the key aspects of the role:
Responsibilities:
* Client Management: Overseeing a portfolio of clients worth approximately £500k, including limited companies, partnerships, and individuals.
* Accounts & Tax Preparation:
* Year-end accounts preparation
* Management accounts and VAT returns
* Corporate and income tax returns and computations
* Compliance & Advisory: Monitoring statutory compliance in accounts and taxation matters, advising clients, and holding client meetings.
* Team Supervision: Supervising junior staff, planning and monitoring work, providing training, and assessing performance.
* Business Development: Promoting the firm's services and managing new client onboarding.
* Liaison: Regularly liaising with the partners of the firm.
Requirements:
* Qualified ACA/ACCA with at least 2 years post-qualified experience.
* Minimum 5 years of UK practice background.
* Strong technical skills and the ability to supervise and delegate tasks effectively.
Benefits:
* Competitive salary of £55-65k
* Bonus structure
* Matched pension contributions
* Healthcare benefits
* Flexible working arrangements: 60% in office, 40% remote.
* Social and charity team activities
* 25 days leave plus bank holidays
* Continuous CPD training updates
This role offers a solid career move with growth opportunities in a friendly and supportive environment. If it aligns with your experience and career goals, it's a great opportunity to consider
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