Part-Qualified Trainee Management Accountant
Who We Are
At Portt & Co, we leverage innovative, eco-friendly accounting solutions for small businesses, charities, and purpose-driven organisations. Our mission goes beyond day-to-day bookkeeping: we challenge the status quo to protect our planet and ensure equality and prosperity for all. Founded in 2015, we've built a supportive community for professionals who value data-driven insights, collaboration, and a shared dedication to making a difference.
Our culture is grounded in:
* Taking Ownership: Being accountable and proactive in your work.
* Challenging & Improving: Continuously asking how we can do better, personally and collectively.
* Collaborating & Supporting Each Other: Leveraging team strengths and building each other up.
* Acting with Integrity: Maintaining transparency and honesty in everything we do.
* Delivering with Purpose: Ensuring that our day-to-day efforts align with a bigger impact.
* Always Learning: Embracing curiosity and growth at every stage of your career.
* Working Smart (Not Just Hard): Focusing on high-impact results and well-being.
* Maintaining Professionalism & High Standards: Never compromising on quality or ethics.
Although this is a junior position, we're committed to helping you grow into a leadership role-potentially even as a future partner in our firm.
Key Responsibilities
* Bookkeeping: Oversee day-to-day financial tasks using Xero, ensuring accuracy and timeliness.
* Pre-Bookkeeping Processes: Use Dext to extract and process financial data from receipts and invoices.
* Management Accounting: Monthly and quarterly balance sheet reconciliations, analytical review and report production.
* Financial Reporting: Preparing financial statements and tax returns.
* Payroll: Preparing monthly payroll for clients within your portfolio.
* Regulatory Compliance: Maintain up-to-date knowledge of relevant accounting regulations, ensuring all financial activities meet legal standards.
* Team Collaboration: Work closely with colleagues to uphold our guiding principles in every project.
Core Software Knowledge
* Xero: Experience with reconciliations, reporting, and general ledger management.
* Dext: Familiarity with digital document capture and pre-bookkeeping workflows.
Diversity & Inclusion
We believe that true innovation happens when people from diverse backgrounds come together, each contributing unique perspectives and experiences. At Portt & Co, we don't just say "all are welcome"-we actively build processes and policies to ensure everyone thrives. By empowering each person to bring their authentic self to work, we create an environment where every voice is heard, respected, and integral to our shared success.
Equal Opportunities
Portt & Co is an equal opportunities employer. We do not discriminate on the basis of race, ethnicity, gender, age, disability, sexual orientation, or any other characteristic. We are dedicated to ensuring everyone has the same chance to contribute, learn, and succeed.
Requirements
Who We're Looking For
* Part-Qualified ACCA or AAT: Ideally with around 2-3 years of practice experience.
* Digital Mindset: Comfortable in a paperless, cloud-based environment.
* Ownership & Initiative: Ready to take responsibility for projects and propose improvements.
* Communication & Organisation: Professional in collaborating with clients and team members.
* Adaptability & Drive: Willingness to learn, grow, and progress within the firm.
Benefits
Holiday: 25 Days + Bank Holidays
Benefits: Pension Scheme, Private Medical (Vitality), Life Assurance (3x Salary), "Climate Perks" Holiday
Remote & Flexible Working: This is a home working role with a minimum of 1 day per week in our Taunton office. We support flexible working in line with meeting client needs.
Professional & Personal Growth
We believe in always learning and challenging ourselves to improve. You'll find plenty of professional development opportunities-both formal (training, certifications) and informal (peer coaching, mentorship).
Sustainability Focus
* Green Office: Work in our sustainably built space near Taunton train station, featuring solar panels and rainwater reuse systems.
* Climate Perks Holiday: Earn up to two extra days off for choosing more sustainable travel options.
* Carbon Accounting Exposure: You'll have the opportunity to learn about carbon accounting and help us reduce our clients' carbon emissions.
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