Practice Accountant Portfolio Manager

Fletcher George Financial Recruitment; Weybridge; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a talented Practice Accountant Portfolio Manager to join their dynamic team. This role offers an exciting opportunity for career progression while allowing flexible working arrangements. You will support clients with expert advice on tax and accounting practices, manage financial statements, and supervise junior staff. With a competitive salary range and regular training to keep you updated on industry changes, this position is perfect for motivated individuals looking to advance their careers in a supportive environment.

Benefits

Flexible working hours

Regular training opportunities

Work-from-home options

Referral bonuses

Qualifications

• A few years of post-qualification experience in practice.
• Conversant with the latest Cloud-based accounting technology.

Responsibilities

• Develop and grow a client portfolio through Business Development.
• Prepare, review, and submit year-end financial statements and tax returns.

Skills

ACA/ACCA qualification

Cloud-based accounting technology

Business Development

Management accounts preparation

Tax returns review

Education

Post-qualification experience in practice

Tools

Xero

Job description

Practice Accountant Portfolio Manager £50,000 - £80,000 with 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:

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

About You:

• An ACA/ACCA or equivalent with a few years of post-qualification experience in practice.
• You will be a motivated and organized 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:

Based in the Cobham area and commutable from Hersham, Kingston, Weybridge, Walton, Esher, Addlestone, and the surrounding areas.

Next steps: Please apply to this Practice Accountant Portfolio Manager role, and we will aim to reply to all suitable applicants promptly.

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 assisting talent in finding career opportunities where 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 ensure they mention you when they register. The full details of Fletcher George’s referral scheme are on our website.