Accounts/Tax Portfolio Manager

This position as an Accounts/Tax Portfolio Manager in Staines offers a great opportunity within a vibrant, well-established firm of chartered accountants in Surrey. The role is 50% accounts vs 50% Personal Tax based overseeing a portfolio of £250-300k, .
Here's a breakdown of the key aspects of the role:

Responsibilities:

• Client Management: Overseeing a portfolio of clients worth approximately £250-300k, 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 £65-70k
• Matched pension contributions
• Healthcare benefits
• 22 days leave plus bank holidays
• Continuous CPD training updates

Application: This role offers an exceptional opportunity to influence the direction of the firm and achieve new professional heights. For a confidential discussion or to learn more about this role, please contact Richard Perrott at 07706-577387
We encourage applications from those legally able to work in the UK without the requirement for sponsorship.