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 a few years of 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
Based in the Weybridge area and commutable from Hersham, Kingston, Cobham, 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 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
Salary description
£50000.00 - £80000.00 per year