Do you have a strong interest in tax? This true “general practice” position as an Accounts Manager / Portfolio Manager in Staines offers a great opportunity within a vibrant, well-established firm of chartered accountants.. This role is 50% accounts vs 50% Personal Tax based, overseeing a portfolio of £500k, and includes a full CTA package.
Here's a breakdown of the key aspects of the role:
- Client Management: Overseeing a portfolio of clients worth approximately £500k, including limited companies, partnerships, and individuals.
- Accounts & Tax Preparation:
- Year-end accounts preparation
- Management accounts and VAT returns
- Supervision and reviewing accounts from offshore bookkeeping team
- Personal / Business Tax advisory/compliance, income tax returns and computations
- Compliance & Advisory: Monitoring statutory compliance in accounts and taxation matters, advising clients, and holding client meetings.
- Team Supervision: Supervising junior staff, planning and monitoring work, providing training, and assessing performance.
- Business Development: Promoting the firm's services and managing new client onboarding.
- Liaison: Regularly liaising with the partners of the firm.
Requirements:
- Qualified ACA/ACCA with some years of post-qualified experience.
- Several years of UK practice background, with an interest in client management and personal tax.
- Strong technical skills and the ability to supervise and delegate tasks effectively.
Benefits:
- Competitive salary of £60-70k
- Matched pension contributions
- Healthcare benefits
- 22 days leave plus bank holidays
- Continuous CPD training updates, full CTA study package offered
Next steps – please apply to this Accounts/Tax Portfolio Manager role, and we will reply to all suitable applicants promptly.
We encourage applications from those legally able to work in the UK without the requirement for sponsorship.
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 assisting talent to find career opportunities in which they can thrive.
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.