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Date Added: Wed 01/01/2025

Accounts/Tax Portfolio Manager

Staines-upon-Thames, UK
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Company: PERROTT PARTNERS RECRUITMENT LTD

Job Type: Permanent, FullTime

Salary: £60,000 - £70,000 per annum

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 £#removed#k, .Here's a breakdown of the key aspects of the role:

Responsibilities:

  • Client Management: Overseeing a portfolio of clients worth approximately £#removed#k, 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 #removed#We encourage applications from those legally able to work in the UK without the requirement for sponsorship.

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