Senior Accountant Portfolio Manager
Senior Accountant Portfolio Manager

Senior Accountant Portfolio Manager

Cheltenham Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage diverse client accounts and prepare year-end financial statements.
  • Company: Dynamic and expanding accounting firm in Cheltenham.
  • Benefits: Competitive salary, pension, life cover, and a modern work environment.
  • Why this job: Join a supportive team and make a real impact in the accounting field.
  • Qualifications: Qualified ACA/ACCA with experience in accounts and tax.
  • Other info: Focus on diversity and inclusion, fostering a welcoming workplace.

The predicted salary is between 28800 - 43200 £ per year.

Overview

An opportunity has arisen at a dynamic expanding form of Accountants at the Cheltenham office on the outskirts of the town for a Senior Accountant Portfolio Manager. This challenging, demanding and exciting role would be an ideal opportunity for a Practice experienced qualified ACA/ACCA. The candidate should have experience across accounts, corporate tax and personal tax, charity accounts would be an advantage but not essential. This is a well rounded role offering a good mix of technical work and client exposure – ideal for someone who’s confident working independently but still be within a team set-up.

Responsibilities

  • Preparing year-end accounts for a range of clients including limited companies, LLPs, sole traders, partnerships, pension schemes and charities in accordance with FRS102 and Charity SORP.
  • Draft corporation tax returns and supporting computations
  • Draft self assessment return and supporting computations
  • Review the work of juniors, resolving technical queries, and ensuring files are ready for managerial review.
  • Provide on the job training and mentoring to juniors and seniors.
  • Review files of senior staff and finalise reporting packs
  • Report directly to the partner
  • A good working knowledge of, CCH Accounts & Taxation, Xero, SAGE 50, SAGE Business Cloud and Microsoft Office is preferable.

Requirements

You will possess good communication, administration and organisational skills, and you must be a flexible team player. In exchange, you will be offered a competitive salary, pension, life cover and a modern and pleasant working environment.

Diversity & Inclusion at bk plus

At bk plus, inclusion and diversity are central to our values. We have an authentic focus on inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution to our company and to our clients.

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Senior Accountant Portfolio Manager employer: BK PLUS LIMITED

At bk plus, we pride ourselves on being a dynamic and expanding accountancy firm located in the picturesque town of Cheltenham. Our commitment to employee growth is evident through our supportive work culture, where diversity and inclusion are at the forefront, allowing you to thrive both personally and professionally. With competitive salaries, comprehensive benefits, and a modern working environment, we offer an exciting opportunity for Senior Accountant Portfolio Managers to make a meaningful impact while enjoying a balanced work-life experience.
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Contact Detail:

BK PLUS LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Accountant Portfolio Manager

✨Tip Number 1

Network like a pro! Reach out to your connections in the accounting world, attend industry events, and don’t be shy about letting people know you’re on the hunt for a Senior Accountant Portfolio Manager role. You never know who might have the inside scoop on an opportunity!

✨Tip Number 2

Prepare for interviews by brushing up on your technical knowledge and client management skills. Be ready to discuss your experience with accounts, corporate tax, and personal tax. Show them you’re not just a number cruncher but someone who can engage with clients and lead a team.

✨Tip Number 3

Don’t forget to showcase your mentoring abilities! Since this role involves training juniors, be prepared to share examples of how you’ve supported others in their development. It’s all about demonstrating that you can lead while being part of a team.

✨Tip Number 4

Apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to connect with you right away. Plus, it’s a great way to get noticed in a competitive job market!

We think you need these skills to ace Senior Accountant Portfolio Manager

ACA/ACCA Qualification
Year-End Accounts Preparation
Corporate Tax
Personal Tax
Charity Accounts Knowledge
FRS102 Compliance
Charity SORP Compliance
Corporation Tax Returns
Self Assessment Returns
Technical Query Resolution
Mentoring and Training
CCH Accounts & Taxation
Xero
SAGE 50
Microsoft Office

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Accountant Portfolio Manager role. Highlight your experience with accounts, corporate tax, and any relevant software like CCH or Xero. We want to see how you fit into our dynamic team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your background aligns with our values at StudySmarter. Be genuine and let your personality come through!

Showcase Your Team Spirit: Since we value teamwork, make sure to mention any experiences where you've successfully collaborated with others. Whether it's mentoring juniors or working on projects, we want to know how you contribute to a positive team environment.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at BK PLUS LIMITED

✨Know Your Numbers

Brush up on your technical knowledge, especially around FRS102 and Charity SORP. Be ready to discuss specific examples from your past experience where you've prepared year-end accounts or drafted tax returns. This will show that you’re not just familiar with the concepts but can apply them effectively.

✨Showcase Your Team Spirit

Since this role requires both independent work and teamwork, prepare to share examples of how you've successfully collaborated with others. Highlight any mentoring or training experiences you've had with juniors or peers, as this will demonstrate your leadership potential.

✨Familiarise Yourself with Tools

Make sure you’re comfortable discussing CCH Accounts & Taxation, Xero, SAGE 50, and Microsoft Office. If you have experience with these tools, be ready to explain how you’ve used them in your previous roles to improve efficiency or accuracy in your work.

✨Embrace Diversity and Inclusion

Since the company values diversity and inclusion, think about how you can contribute to a supportive workplace culture. Prepare to discuss your views on inclusion and how you’ve fostered a positive environment in past roles. This will resonate well with their core values.

Senior Accountant Portfolio Manager
BK PLUS LIMITED
Location: Cheltenham

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