Portfolio Manager

Bennett and Game Recruitment LTD; London; On-site; GBP 45,000 - 55,000; Full time

Job summary

A growing firm of Chartered Accountants is looking for a Client Accountant/Portfolio Manager in West Wickham. The successful candidate will oversee a client portfolio and ensure compliance with accounting standards while benefiting from a competitive salary and excellent career progression opportunities.

Benefits

Ongoing training and career development

4% employer contribution to pension scheme

Modern office environment with up-to-date facilities

Qualifications

• Minimum 2 years practice experience.
• Strong knowledge of FRS 102 and FRS 105.
• Effective verbal and written communicator.

Responsibilities

• Managing a portfolio of clients and preparing accounts.
• Maintaining effective communication with clients.
• Onboarding new clients and managing budgets.

Skills

Time Management

Communication

Analytical Skills

Attention to Detail

Education

ACA or ACCA qualified

Tools

Accounting Software (FreeAgent, Xero, QuickBooks)

Excel

Word

IRIS

Job description

An exciting opportunity has arisen for a growing firm of Chartered Accountants to recruit a Client Accountant/Portfolio Manager for their practice based in West Wickham. The role offers a salary of up to £55,000, along with auto-enrolment pension scheme and excellent progression opportunities.

The ideal candidate would be an ACA or ACCA qualified senior or finalist accountant with solid experience managing their own client portfolio. The practice prides itself on providing excellent service to individuals and OMBs in the Kent, Surrey, and South London areas. If you are seeking a growth opportunity within a reputable, close-knit team, this could be the perfect fit.

Responsibilities include:

1. Managing a portfolio of clients, including the production of final statutory (FRS 102(1A) and FRS 105) and non-statutory accounts, as well as preparing corporate, partnership, and self-assessment tax returns, including business tax computations for limited companies, LLPs, partnerships, sole traders, and individuals. Also, preparing quarterly VAT returns.
2. Maintaining effective and proactive communication with clients through regular meetings and keeping detailed meeting notes using practice software.
3. Recording time daily, reviewing client WIP monthly, and raising client bills promptly.
4. Managing client budgets and time effectively.
5. Onboarding new clients, including meetings and providing fee quotes.
6. Addressing accountancy and tax-related queries from clients and staff, communicating clearly on all matters.
7. Assisting with new accounting regulations and tax projects as they arise.
8. Conducting technical research and informing clients of legislative changes affecting them.
9. Supporting practice IT systems to ensure efficiency.
10. Organizing and working effectively both independently and as part of a team.
11. Assisting senior staff as needed.

Candidate requirements:

• Minimum of 2 years practice experience.
• ACA or ACCA qualified.
• Good knowledge of FRS 102 and FRS 105.
• Proactive in work prioritization and time management.
• Effective verbal and written communicator.
• Strong logical and analytical skills with attention to detail.
• Experience with accounting software such as FreeAgent, Xero, QuickBooks, etc., and good knowledge of Excel and Word.
• Working knowledge of IRIS is desirable but not essential.
• Punctual and presentable, with the ability to fit into a hardworking office culture.

Additional benefits:

• Salary dependent on experience, details to be discussed.
• Ongoing training, career development, and guidance.
• Enrolment into the company pension scheme with 4% employer contribution.
• Modern office environment with up-to-date facilities and technology.
• Further benefits to be discussed.

Bennett & Game Recruitment are acting as a recruitment agency for this vacancy.

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

We are acting as a recruitment agency for this vacancy, and by applying, you consent to us processing your data, contacting you about our services, and submitting your CV for this role.