Portfolio Manager

www.topfinancialjobs.co.uk - Jobboard; London; On-site; GBP 45,000 - 55,000; Full time

Job summary

An established industry player is seeking a Client Accountant / Portfolio Manager to join their growing firm of Chartered Accountants in West Wickham. This role offers the opportunity to manage your own client portfolio while providing excellent service to individuals and OMBs. With a competitive salary of up to £55,000 and a supportive environment, this position is ideal for ACA or ACCA qualified accountants looking for career progression. Join a close-knit team that values communication and collaboration, and take the next step in your professional journey.

Benefits

Auto-enrolment pension scheme

Ongoing training

Career development

Modern office facilities

Qualifications

• Minimum 2 years of practice experience required.
• Proactive in work prioritization and time management.

Responsibilities

• Manage a portfolio of clients and prepare statutory and non-statutory accounts.
• Communicate effectively with clients and handle accountancy queries.

Skills

Client Portfolio Management

Communication Skills

Analytical Skills

Time Management

Knowledge of FRS 102 and FRS 105

Accounting Software (Xero, QuickBooks, FreeAgent)

Education

ACA or ACCA Qualified

Tools

Xero

QuickBooks

FreeAgent

Excel

Word

Job description

Job Opportunity: Client Accountant / Portfolio Manager

Join a growing firm of Chartered Accountants based in West Wickham as a Client Accountant / Portfolio Manager. Offering a salary of up to £55,000, with auto-enrolment pension scheme and excellent career progression opportunities.

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

Responsibilities:

1. Manage a portfolio of clients, including preparation of statutory (FRS 102(1A) and FRS 105) and non-statutory accounts, corporate and partnership tax returns, self-assessments, and VAT returns.
2. Maintain effective communication with clients through regular meetings and detailed notes on practice software.
3. Record daily time entries, review monthly WIP, and ensure client bills are raised promptly.
4. Manage client budgets and time allocations.
5. Onboard new clients, including meetings and providing fee estimates.
6. Handle accountancy and tax queries, communicating clearly with clients and staff.
7. Assist with new accounting regulations and tax projects.
8. Conduct technical research and inform clients of legislative changes affecting them.
9. Support practice IT systems to improve efficiency.
10. Collaborate effectively within the team and support senior staff.

Minimum Requirements:

• At least 2 years of practice experience.
• ACA or ACCA qualified.
• Good knowledge of FRS 102 and FRS 105.
• Proactive in work prioritization and time management.
• Strong verbal and written communication skills.
• Logical, analytical, with attention to detail.
• Experience with accounting software such as Xero, QuickBooks, or FreeAgent; good Excel and Word skills.
• IRIS knowledge is desirable but not essential.
• Presentable and punctual, fitting into a hardworking office culture.

Salary depends on experience, with ongoing training and career development. Enrolment into the company pension scheme with 4% employer contribution. The office offers modern facilities and a supportive environment. Further details to be discussed.

Bennett & Game Recruitment are acting as a recruitment agency for this vacancy. We are a multi-disciplined technical recruitment agency based in Chichester, operating across the UK, with specialist teams covering various industries.

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