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Do you have a strong interest in tax ? This true "general practice" role is position as an Accounts Manager/Portfolio Manager in Staines offers a great opportunity within a vibrant, well-established firm of chartered accountants in Surrey. This 50% accounts vs 50% Personal Tax based overseeing a portfolio of £500k, with full CTA package offered.Here's a breakdown of the key aspects of the role:
Responsibilities:
- 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 off shore 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 at least 2 years post-qualified experience.
- Minimum 5 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 £65-85k
- 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 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 encourage applications from those legally able to work in the UK without the requirement for sponsorship.
We are an accountancy and finance recruitment agency acting as an Employment Agency.
