Portfolio Manager

Bennett & Game Recruitment Limited; Greater London; On-site; GBP 40,000 - 55,000; Full time

Job summary

An exciting opportunity awaits in a growing firm of Chartered Accountants for a Client Accountant/Portfolio Manager. This role offers a competitive salary and excellent progression routes within a close-knit team. The ideal candidate will be ACA or ACCA qualified with experience managing a diverse portfolio of clients. Responsibilities include producing statutory accounts, preparing tax returns, and ensuring compliance with accounting regulations. Join a reputable practice that values professional development and offers a supportive work environment. Don't miss this chance to advance your career with a dynamic team!

Benefits

Auto enrolment pension

Ongoing training and career development

Excellent office environment

Statutory holiday plus bank holidays

Qualifications

• Minimum of 2 years practice experience required.
• Proactive approach to work prioritisation and time management.

Responsibilities

• Managing a portfolio of clients and preparing financial statements.
• Effective communication with clients and handling queries.

Skills

Client Management

Communication Skills

Analytical Skills

Time Management

Attention to Detail

Education

ACA or ACCA Qualified

Tools

FreeAgent

Xero

Quickbooks

Excel

Word

Job description

An exciting new opportunity has arisen for a growing firm of Chartered Accounts for a Client Accountant/ Portfolio Manager to join a practice based in West Wickham. Offering up to £55k, with auto enrolment pension, and great progression routes.

The role would suit an ACA or ACCA Qualified Senior or finalist Accountant with solid experience managing their own portfolio of clients. The practice pride themselves on providing excellent service to individuals and OMB's in the Kent, Surrey and South London area. If you are looking for an opportunity to grow within a reputable close knit team, then this is a great opportunity

• Managing a portfolio of clients - production of final statutory (FRS 102(1A) and FRS105) and non-statutory accounts, preparation of corporate tax, partnership and self-assessment tax returns including business tax computations for limited companies, LLPs, partnerships, sole traders and individuals and preparation of quarterly VAT returns;
• Effective and proactive communication with clients with regular meetings and keeping up to date meeting notes on practice software;
• Daily recording of time, monthly review of client WIP.Client bills raised in timely manner.
• Client budget and time management;
• Onboarding new clients including meeting prospective clients and providing fee quotes;
• Dealing with accountancy and tax related queries raised by clients and staff; effectively communicating with them clearly on all matters;
• Assisting with new accounting regulations/tax projects as they arise;
• Technical research and ensuring clients are made aware of important legislative changes which affect them;
• Assist with practice IT systems to ensure efficiency;
• Organising and working effectively together and as part of team;
• Effectively assisting senior staff;
• Minimum of 2 years practice experience;
• ACA or ACCA qualified
• Good knowledge of FRS 102 and FRS 105;
• Proactive approach to work prioritisation and time management;
• Effective communicator, both verbal and written;
• Logical and analytical skills, with a strong attention to detail;
• Experience using different accounting software such as FreeAgent, Xero, Quickbooks etc. Good working knowledge of Excel and Word;
• Working knowledge of IRIS desirable, but not essential;
• Be able to arrive presentable and in the office on time and fit into the hard-working office culture;
• Salary dependent on experience, ranging from £40,0000-55,000
• On going training career development and guidance
• Enrolment into company pension with 4% Employer contribution.
• Excellent office environment, with modernised facilities and tech
• And more to be discussed

Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy.

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.

We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.

Location/Region: West Wickham, London

9 DAYS AGO Full Time

An exciting new opportunity has arisen for a growing firm of Chartered Accounts for a Client Accountant/ Portfolio Manager to join a practice based in West Wickham. Offering up to £55k, with auto enrolment pension, and great progression routes.

The role would suit an ACA or ACCA Qualified Senior or finalist Accountant with solid experience managing their own portfolio of clients. The practice pride themselves on providing excellent service to individuals and OMB's in the Kent, Surrey and South London area. If you are looking for an opportunity to grow within a reputable close knit team, then this is a great opportunity

Portfolio Manager Position Overview

• Managing a portfolio of clients - production of final statutory (FRS 102(1A) and FRS105) and non-statutory accounts, preparation of corporate tax, partnership and self-assessment tax returns including business tax computations for limited companies, LLPs, partnerships, sole traders and individuals and preparation of quarterly VAT returns;
• Effective and proactive communication with clients with regular meetings and keeping up to date meeting notes on practice software;
• Daily recording of time, monthly review of client WIP.Client bills raised in timely manner.
• Client budget and time management;
• Onboarding new clients including meeting prospective clients and providing fee quotes;
• Dealing with accountancy and tax related queries raised by clients and staff; effectively communicating with them clearly on all matters;
• Assisting with new accounting regulations/tax projects as they arise;
• Technical research and ensuring clients are made aware of important legislative changes which affect them;
• Assist with practice IT systems to ensure efficiency;
• Organising and working effectively together and as part of team;
• Effectively assisting senior staff;

Portfolio Manager Position Requirements

• Minimum of 2 years practice experience;
• ACA or ACCA qualified
• Good knowledge of FRS 102 and FRS 105;
• Proactive approach to work prioritisation and time management;
• Effective communicator, both verbal and written;
• Logical and analytical skills, with a strong attention to detail;
• Experience using different accounting software such as FreeAgent, Xero, Quickbooks etc. Good working knowledge of Excel and Word;
• Working knowledge of IRIS desirable, but not essential;
• Be able to arrive presentable and in the office on time and fit into the hard-working office culture;

Portfolio Manager Position Remuneration

• Salary dependent on experience, ranging from £40,0000-55,000
• On going training career development and guidance
• Enrolment into company pension with 4% Employer contribution.
• Statutory holiday plus bank holidays
• Excellent office environment, with modernised facilities and tech
• And more to be discussed

Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy.

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.

We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.

Location/Region: West Wickham, London Posted on PandoLogic 2025-05-01

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