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Fully qualified accountant (portfolio manager)

London
Khr - Recruitment Specialists
Qualified accountant
Posted: 18 June
Offer description

Fully Qualified Accountant - Portfolio Manager
West Wickham, Kent
£45,000 - £55,000pa + Benefits
Monday to Friday 9 am - 5 pm

KHR are proud to be working with a well-established Chartered Accountancy Firm based in West Wickham, who is seeking an ACCA/ACA fully qualified Practice Accountant to join their team as a Portfolio Manager. This is an exciting opportunity for an experienced accountant to take on a key role within a thriving practice.

Position Overview

As a Practice Accountant - Portfolio Manager, you will be responsible for managing a portfolio of small and medium-sized businesses and individual clients. This diverse role encompasses a wide range of accounting and tax-related duties, allowing you to utilise your expertise to provide high-quality professional services to clients while staying up-to-date with current legislative changes.

Responsibilities

- Manage a portfolio of clients, ensuring the delivery of exceptional service
- Produce final statutory (FRS 102(1A) and FRS105) and non-statutory accounts
- Prepare corporate tax, partnership, and self-assessment tax returns, including business tax computations for various entities
- Complete quarterly VAT returns
- Communicate effectively and proactively with clients
- Maintain daily time recording, monthly WIP review, and timely client billing
- Onboard new clients and handle accounting and tax-related queries
- Assist with new accounting regulations/tax projects and conduct technical research
- Keep clients informed of legislative changes
- Assist with practice IT systems and provide support to senior staff

Candidate Profile

- Fully ACCA/ACA qualified with a minimum of 2 years of practice experience
- Strong knowledge of FRS 102 and FRS 105
- Proactive approach to work prioritisation and time management
- Excellent communication skills, both verbal and written
- Strong attention to detail and logical, analytical skills
- Proficiency in accounting software such as FreeAgent, Xero, and QuickBooks
- Advanced working knowledge of Excel and Word
- Familiarity with IRIS is desirable but not essential
- Presentable, punctual, and able to thrive in a hard-working office environment

At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.

KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market

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