Accounts Senior — Client Portfolio Lead

Pro-Talent; Brighton; On-site; GBP 45,000 - 65,000; Full time

Job summary

Pro-Talent Brighton invites an experienced Accounts Senior/Portfolio Manager to join an established independent practice in Brighton. You will take on a mixed portfolio of loyal clients and be the primary contact for their needs.

You will run portfolios for sole traders, partnerships and limited companies, prepare year-end accounts and corporation/personal tax returns, and liaise with tax, audit and payroll teams for joined-up advice.

Qualifications

• Newly qualified ACA or ACCA, or qualified by experience with a solid practice background.
• Confident with Xero and QuickBooks.
• Up to date with changes to accounting and tax legislation.
• The habit of getting back to clients promptly (this matters here).
• Organised, efficient and happy to muck in as part of the team.

Responsibilities

• Running your own portfolio of sole traders, partnerships and limited companies from start to finish.
• Preparing and reviewing year-end accounts, corporation tax and personal tax returns.
• Being the go-to contact for your clients in person, on the phone and by email.
• Spotting where clients could be doing things better and raising it with them.
• Working with the tax, audit and payroll teams so clients get joined-up advice.

Skills

Attention to detail

Client communication

Organised

Team player

Education

ACA/ACCA qualified

Qualified by experience (practice)

Tools

Xero

QuickBooks

Job description

Pro-Talent Brighton invites an experienced Accounts Senior/Portfolio Manager to join an established independent practice in Brighton. You will take on a mixed portfolio of loyal clients and be the primary contact for their needs.

You will run portfolios for sole traders, partnerships and limited companies, prepare year-end accounts and corporation/personal tax returns, and liaise with tax, audit and payroll teams for joined-up advice.