Accounts/Tax Portfolio Manager

This position as an Accounts/Tax Portfolio Manager in Staines offers a great opportunity within a vibrant, well-established firm of Chartered Accountants in Surrey. The role is 50% accounts vs 50% Personal Tax based, overseeing a portfolio of £250-300k.

Responsibilities:

• Client Management: Overseeing a portfolio of clients worth approximately £250-300k, including limited companies, partnerships, and individuals.
• Accounts & Tax Preparation: Year-end accounts preparation, management accounts and VAT return, supervising and reviewing accounts from offshore bookkeeping team, personal/business tax advisory/compliance, 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, with an interest in client management and personal tax.
• Strong technical skills and the ability to supervise and delegate tasks effectively.

Package:

• Competitive salary of £60-70k
• Matched pension contributions
• Healthcare benefits
• 22 days leave plus bank holidays
• Continuous CPD training updates

Next steps: Please apply to this Accounts/Tax Portfolio Manager role, and we will aim to reply to all suitable applicants within 48 hours.

We encourage applications from those legally able to work in the UK without the requirement for sponsorship.