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For Companies At a Glance
- Tasks: Lead and review accounts, tax returns, and manage a portfolio of clients.
- Company: Join a friendly firm that values work-life balance and independence.
- Benefits: Enjoy profit sharing, compressed hours, and remote work options.
- Why this job: Perfect for those seeking autonomy and a supportive team environment.
- Qualifications: Must be ACA or ACCA qualified with 2-3 years of experience.
- Other info: Part-time options available for the right candidate.
The predicted salary is between 28000 - 42000 £ per year.
Senior Accountant / Portfolio Director
Hours: Full Time (May consider part time for the right candidate)
Salary: £35,000 – £42,000 (dependent on experience)
Duties:
- Statutory Accounting – You will be responsible for reviewing and signing off company accounts prepared by junior team members. Accounts will be prepared under both FRS102 and FRS105 with few to none crossing the audit threshold.
- Company Tax Returns – You will review and sign off on company tax returns, while identifying planning opportunities for their tax team.
- Self-Assessment Tax Returns – You will review and sign off on self-assessment tax returns and manage the compliance process throughout the year for your portfolio of clients.
- Bookkeeping – Although primarily handled by junior team members, your support and advice may be required, especially during the onboarding of new clients.
- Management Accounts – You will prepare and submit management accounts for a small subset of your portfolio.
- VAT Returns – You will review and sign off on VAT returns, support clients with registration, and identify VAT opportunities and risks within your portfolio.
- Soft Skills – You will be responsible for managing more junior members of the team. They expect you to provide guidance and support to ensure effective workload management. You will also lead new business calls and work towards growing your portfolio with the support of management.
Details:
They are looking for someone who is experienced in signing off accounts/tax returns as well as independently managing a portfolio of clients. Perhaps you’re working in a larger firm and are hoping for a role with greater work/life balance and independence? If so, this is the role for you!
Requirements for the role include:
- Professional Qualification – ACA or ACCA qualified is essential.
- Experience – Ideally 2-3 years’ post qualified experience in practice, with prior experience independently managing a portfolio.
- Technology – Experience with Xero, TaxCalc and Excel would be a plus but not essential provided you are able and willing to learn. The vast majority of your portfolio will use Xero as opposed to other bookkeeping solutions.
- Personality – They are seeking an individual who can independently manage a portfolio and, in time, a small team. The ideal candidate should be independent, honest, personable, and friendly.
Benefits:
- Profit Share – A tax free profit share after an initial probationary period (up to £3,600 per year).
- Compressed Hours – Option to compress your hours into 4 days – more time for surfing, cycling or just for you!
- Control – The opportunity to independently manage and lead your portfolio without partners hovering over your shoulder or the burden of timesheets and micromanagement.
- Working Environment – A beautiful, friendly office and subsidised home cooked meals.
- Private Medical Insurance – Provided free to all employees, with an option to add family for a small fee.
- Expenses – CPD and professional qualification renewals paid for.
- Homeworking – Potential to work remotely for 50% of the working days.
- Part time – for the right person they would be happy to offer this as a part time role.
For more information, please contact the below:
Joe Henderson
Recruitment Consultant
T: 07842 316631
E:
#J-18808-Ljbffr
Practice - Senior Accountant/Portfolio Director employer: Supremesearchspecialists
Contact Detail:
Supremesearchspecialists Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice - Senior Accountant/Portfolio Director
✨Tip Number 1
Make sure to highlight your experience in managing a portfolio of clients during any networking opportunities. This role requires independence, so showcasing your ability to handle client relationships effectively will set you apart.
✨Tip Number 2
Familiarize yourself with Xero and TaxCalc, even if you haven't used them extensively before. Being able to demonstrate a willingness to learn these tools can be a significant advantage in the interview process.
✨Tip Number 3
Prepare to discuss your soft skills, especially your experience in managing junior team members. The ability to provide guidance and support is crucial for this position, so think of examples that showcase your leadership style.
✨Tip Number 4
Research the company culture and values to align your responses during interviews. They are looking for someone personable and friendly, so showing that you fit into their working environment can make a big difference.
We think you need these skills to ace Practice - Senior Accountant/Portfolio Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in statutory accounting, tax returns, and managing a portfolio of clients. Emphasize your ACA or ACCA qualification and any relevant software experience, particularly with Xero.
Craft a Strong Cover Letter: In your cover letter, express your interest in the role and how your background aligns with the company's needs. Mention your ability to manage junior team members and your desire for a better work/life balance.
Showcase Soft Skills: Since the role requires managing junior staff and leading new business calls, be sure to highlight your soft skills such as leadership, communication, and teamwork in both your CV and cover letter.
Proofread Your Application: Before submitting, carefully proofread your application materials to ensure there are no errors. A polished application reflects your attention to detail, which is crucial for an accounting role.
How to prepare for a job interview at Supremesearchspecialists
✨Showcase Your Experience
Be prepared to discuss your previous experience in signing off accounts and managing a portfolio of clients. Highlight specific examples where you successfully navigated challenges or identified planning opportunities.
✨Demonstrate Technical Knowledge
Familiarize yourself with FRS102, FRS105, and the software mentioned in the job description, like Xero and TaxCalc. Even if you haven't used them extensively, showing a willingness to learn can set you apart.
✨Emphasize Soft Skills
Since the role involves managing junior team members, be ready to discuss your leadership style and how you support others. Share examples of how you've effectively managed workloads and provided guidance.
✨Express Your Desire for Work-Life Balance
If you're coming from a larger firm, articulate why this role's work-life balance and independence appeal to you. This shows that you understand the company's culture and values.
