SonicJobs Logo
Login
Left arrow iconBack to search

Practice Accountant Portfolio Manager

Fletcher George Recruitment Ltd
Posted 11 hours ago, valid for 23 days
Location

Cobham, Surrey KT11 3LT, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The Practice Accountant Portfolio Manager position is ideal for an ACA or ACCA qualified candidate with 3-5 years of post-qualification experience in practice.
  • This hybrid role involves managing a client portfolio, preparing financial statements, tax returns, and management accounts, while also supervising junior staff.
  • The position offers flexible working arrangements, allowing for a combination of remote and office work.
  • The salary range for this role is competitive, between £50k and £80k, depending on qualifications and experience.
  • Candidates should be motivated, organized, and familiar with cloud-based accounting technologies like Xero.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.