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For Companies At a Glance
- Tasks: Manage client portfolios, prepare accounts and tax returns, and communicate effectively with clients.
- Company: Join a growing firm of Chartered Accountants known for excellent service in Kent, Surrey, and South London.
- Benefits: Enjoy a salary up to £55k, auto enrolment pension, ongoing training, and a modern office environment.
- Why this job: This role offers great progression opportunities within a close-knit team and a chance to make an impact.
- Qualifications: Must be ACA or ACCA qualified with at least 2 years of practice experience and strong communication skills.
- Other info: Experience with accounting software like FreeAgent, Xero, or Quickbooks is preferred.
The predicted salary is between 40000 - 55000 £ per year.
An exciting new opportunity has arisen for a growing firm of Chartered Accounts for a Client Accountant/ Portfolio Manager to join a practice based in West Wickham. Offering up to £55k, with auto enrolment pension, and great progression routes. The role would suit an ACA or ACCA Qualified Senior or finalist Accountant with solid experience managing their own portfolio of clients. The practice pride themselves on providing excellent service to individuals and OMB's in the Kent, Surrey and South London area. If you are looking for an opportunity to grow within a reputable close knit team, then this is a great opportunity.
Portfolio Manager Position Overview
- Managing a portfolio of clients - production of final statutory (FRS 102(1A) and FRS105) and non-statutory accounts, preparation of corporate tax, partnership and self-assessment tax returns including business tax computations for limited companies, LLPs, partnerships, sole traders and individuals and preparation of quarterly VAT returns;
- Effective and proactive communication with clients with regular meetings and keeping up to date meeting notes on practice software;
- Daily recording of time, monthly review of client WIP. Client bills raised in timely manner.
- Client budget and time management;
- Onboarding new clients including meeting prospective clients and providing fee quotes;
- Dealing with accountancy and tax related queries raised by clients and staff; effectively communicating with them clearly on all matters;
- Assisting with new accounting regulations/tax projects as they arise;
- Technical research and ensuring clients are made aware of important legislative changes which affect them;
- Assist with practice IT systems to ensure efficiency;
- Organising and working effectively together and as part of team;
- Effectively assisting senior staff.
Portfolio Manager Position Requirements
- Minimum of 2 years practice experience;
- ACA or ACCA qualified;
- Good knowledge of FRS 102 and FRS 105;
- Proactive approach to work prioritisation and time management;
- Effective communicator, both verbal and written;
- Logical and analytical skills, with a strong attention to detail;
- Experience using different accounting software such as FreeAgent, Xero, Quickbooks etc.;
- Good working knowledge of Excel and Word;
- Working knowledge of IRIS desirable, but not essential;
- Be able to arrive presentable and in the office on time and fit into the hard-working office culture.
Portfolio Manager Position Remuneration
- Salary dependent on experience, ranging from £40,000-55,000;
- On going training career development and guidance;
- Enrolment into company pension with 4% Employer contribution;
- Statutory holiday plus bank holidays;
- Excellent office environment, with modernised facilities and tech;
- And more to be discussed.
Portfolio Manager in West Wickham employer: Bennett and Game
Contact Detail:
Bennett and Game Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager in West Wickham
✨Tip Number 1
Network with professionals in the accounting field, especially those who work in or around West Wickham. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with the specific accounting software mentioned in the job description, such as FreeAgent, Xero, and Quickbooks. Consider taking a short course or tutorial to boost your confidence and demonstrate your commitment to mastering these tools.
✨Tip Number 3
Prepare to discuss your experience managing client portfolios in detail during the interview. Think of specific examples where you successfully handled client queries or implemented new accounting regulations, showcasing your proactive approach.
✨Tip Number 4
Research the latest changes in accounting regulations and tax laws that may affect clients in the Kent, Surrey, and South London area. Being knowledgeable about current issues will show your dedication and readiness to provide excellent service.
We think you need these skills to ace Portfolio Manager in West Wickham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing client portfolios and your qualifications (ACA or ACCA). Emphasise your knowledge of FRS 102 and FRS 105, as well as any relevant accounting software you have used.
Craft a Strong Cover Letter: Write a cover letter that showcases your proactive approach to work and effective communication skills. Mention specific examples of how you've successfully managed client relationships and handled accountancy queries.
Highlight Relevant Experience: In your application, focus on your minimum of 2 years practice experience. Detail your responsibilities in previous roles, particularly those related to corporate tax, VAT returns, and client onboarding.
Showcase Your Soft Skills: Since the role requires effective communication and teamwork, include examples that demonstrate your logical and analytical skills, attention to detail, and ability to fit into a hard-working office culture.
How to prepare for a job interview at Bennett and Game
✨Know Your Numbers
As a Portfolio Manager, you'll be dealing with financial statements and tax returns. Brush up on your knowledge of FRS 102 and FRS 105, as well as any recent changes in accounting regulations. Being able to discuss these confidently will show your expertise.
✨Demonstrate Communication Skills
Effective communication is key in this role. Prepare examples of how you've successfully managed client relationships in the past. Be ready to discuss how you handle queries and maintain clear communication, as this will be crucial for the firm's client-focused approach.
✨Showcase Your Software Savvy
Familiarity with accounting software like FreeAgent, Xero, and Quickbooks is essential. Be prepared to talk about your experience with these tools and how you've used them to improve efficiency in your previous roles.
✨Exhibit Team Spirit
This position requires working closely with a team. Think of examples where you've collaborated effectively with colleagues or assisted senior staff. Highlighting your ability to fit into a close-knit team will resonate well with the interviewers.
