Practice Accountant Portfolio Manager

Lord Search & Selection; Cobham; On-site; GBP 50,000 - 80,000; Full time

Job summary

An established industry player seeks a talented Practice Accountant Portfolio Manager to join their ambitious team. This role offers a unique blend of flexibility and professional growth, allowing you to work from home and in the office. You will be instrumental in managing a diverse client portfolio, preparing financial statements, and utilizing the latest cloud-based accounting technologies. With a competitive salary and ongoing training, this opportunity is perfect for those looking to advance their career in a supportive and dynamic environment.

Benefits

Flexible working hours

Regular training opportunities

Referral bonuses

Work from home options

Qualifications

• 3-5 years post-qualification experience in practice.
• Motivated individual capable of leading a client portfolio.

Responsibilities

• Develop and grow client portfolio through business development.
• Prepare and review year-end financial statements and tax returns.

Skills

Business Development

Client Portfolio Management

Tax Preparation

Management Accounts

Cloud-based Accounting Technology

Education

ACA/ACCA or equivalent

Tools

Xero

Job description

Practice Accountant Portfolio Manager - hybrid working Are you a talented ACA or ACCA or the equivalent Senior Accountant who wishes to make an exciting career move with a genuine opportunity for progression? If you are ready to further your accountancy career and be a key player in a growing and ambitious company please apply.

As a portfolio manager, you will provide excellent support on the best tax, accounting or day-to-day practices, systems or processes while:

• Developing and growing your client portfolio through Business Development opportunities, providing initial consultation calls and sending out proposals to new leads.
• Completion of the preparation, review & submission of year-end company financial statements and tax returns.
• Preparation, review & presentation of management accounts.
• Review self-assessment tax returns
• Being involved with business reporting, WIP and monthly billing reviews.
• Supporting and supervising more junior staff members.

About You:

• An ACA/ACCA or equivalent with most likely at least 3-5 years post-qualification experience in practice
• You will be a motivated and organised individual who can lead a portfolio of clients as well as meet deadlines.
• You will be conversant with the latest Cloud-based accounting technology such as Xero and enjoy adopting new tech.

What is on Offer?

• You will have the choice to work flexibly, with a few days working from home if you wish and the rest in the office; wherever you feel most comfortable and productive to get the work done.
• You will receive regular training, and you ll be given time to ensure that you keep up to date with the latest changes in accounting, taxation and technology.
• A competitive salary guide of £50k - £80k set by Fletcher George, depending on qualifications and experience

Location:

The role is commutable from Hersham, Kingston, Weybridge, Walton, Esher, Cobham, Addlestone and the surrounding area.

Next steps please apply to this Practice Accountant Portfolio Manager role and we will aim to reply to all suitable applicants within 48 hours.

Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.

We are an accountancy and finance recruitment agency acting as an Employment Agency.

Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George s referral scheme is on our website.