Accounts Portfolio Manager

2 months ago


Staines, United Kingdom CV-Library Full time

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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