Accounts Senior - Portfolio Manager for Loyal Clients

ProTalent Limited; Brighton; On-site; GBP 42,000 - 62,000; Full time

Job summary

ProTalent Limited is recruiting an Accounts Senior/Portfolio Manager in Brighton to manage a mixed portfolio of sole traders, partnerships and limited companies from end to end. You’ll prepare year-end accounts and corporation/personal tax returns, while acting as the primary client contact in person, on the phone and via email.

You’ll work with tax, audit and payroll teams, spotting opportunities to improve client outcomes and delivering joined-up advice within a supportive, specialist practice.

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.
• Habit of getting back to clients promptly.
• Organised, efficient and happy to muck in as part of the team.

Responsibilities

• Run your own portfolio of sole traders, partnerships and limited companies from start to finish.
• Prepare and review year-end accounts, corporation tax and personal tax returns.
• Be the go-to contact for clients in person, on the phone and by email.
• Spot opportunities to improve clients' affairs and raise these with them.
• Collaborate with tax, audit and payroll teams to deliver joined-up advice.

Skills

ACA/ACCA

Client communication

Organised

Team player

Education

ACA/ACCA or equivalent experience

Tools

Xero

QuickBooks

Job description

ProTalent Limited is recruiting an Accounts Senior/Portfolio Manager in Brighton to manage a mixed portfolio of sole traders, partnerships and limited companies from end to end. You’ll prepare year-end accounts and corporation/personal tax returns, while acting as the primary client contact in person, on the phone and via email.

You’ll work with tax, audit and payroll teams, spotting opportunities to improve client outcomes and delivering joined-up advice within a supportive, specialist practice.