Practice accountant- Portfolio Manager

IGD Accounting Services Ltd; London; On-site; GBP 45,000 - 55,000; Full time

Job summary

A dynamic accounting practice in London seeks a Practice Accountant - Portfolio Manager to manage client portfolios and ensure the delivery of high-quality service. The ideal candidate will be ACCA/ACA qualified with a proactive mindset and strong communication skills, looking to grow within a supportive environment. The role involves managing accounts, collaborating with junior staff, and staying updated with regulatory changes.

Qualifications

• Minimum 2 years of practice experience.
• Good knowledge of FRS 102 and FRS 105.
• Experience using various accounting software.

Responsibilities

• Manage a portfolio of clients and produce statutory accounts.
• Communicate effectively with clients and conduct regular meetings.
• Oversee onboarding and support new clients.

Skills

Proactive approach

Effective communication

Logical and analytical skills

Attention to detail

Education

ACCA/ACA qualified

Tools

FreeAgent

Xero

Quickbooks

Excel

Word

Job description

Practice accountant- Portfolio Manager (£45k-£55K experience dependent)

Who are IGD and what are we looking for:

We are a dynamic accounts practice based in offices in West Wickham, Kent. We pride ourselves in providing a high-level professional service to our clients who are mainly small and medium sized businesses and individuals, whilst keeping up to date with current legislative changes. We will soon have the option to work out of a London based hub when necessary.

We are looking for a new member of the team who has practice experience managing a portfolio of clients and is now looking to progress their career with more client exposure and practice involvement. The role is office based, full time and requires a qualified accountant. The role will include forming positive relationships with clients whilst meeting portfolio deadlines and organising and overseeing work undertaken by junior accounts staff. If you are looking to work in a practice role where you are given more freedom of responsibility within your portfolio, have your ideas heard and have room for growth and innovation, we would like to hear from you.

The Role:

Reporting to senior staff, responsibilities will include:

• 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,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 are raised in a 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 that affect them;
• Assist with the practice IT systems to ensure efficiency;
• Organising and working effectively together and as part of a team;
• Effectively assisting senior staff;

Experience and attributes:

• ACCA/ACA qualified;
• Minimum of 2 years of practice experience;
• Good knowledge of FRS 102 and FRS 105;
• A proactive approach to work prioritisation and time management;
• Effective communicator, both verbal and written;
• Logical and analytical skills, with 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 is desirable, but not essential;
• Be able to arrive presentable and in the office on time and fit into the hard-working office culture;

Candidates should have the right to live and work in the UK.