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Fletcher George Financial Recruitment provided pay range
This range is provided by Fletcher George Financial Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Do you have a strong interest in tax? This true “general practice” role is positioned as an Accounts Manager/Portfolio Manager in Staines and offers a great opportunity within a vibrant, well-established firm of chartered accountants in Surrey. This role consists of 50% accounts and 50% personal tax, overseeing a portfolio of £500k, with a full CTA package offered.
Responsibilities:
* Client Management: Overseeing a portfolio of clients worth approximately £500k, including limited companies, partnerships, and individuals.
* Accounts & Tax Preparation:
o Year-end accounts preparation
o Management accounts and VAT returns
o Supervision and reviewing accounts from offshore bookkeeping team
o 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.
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.
Seniority level
* Director
Employment type
* Full-time
Job function
* Accounting/Auditing
* Industries: Accounting
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