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For Companies At a Glance
- Tasks: Manage a diverse portfolio, prepare accounts, conduct audits, and assist clients with their needs.
- Company: Join an independent firm of Chartered Accountants known for its supportive and flexible work culture.
- Benefits: Enjoy hybrid working, flexible hours, healthcare, generous pension, and 25 days holiday.
- Why this job: This role offers growth opportunities in a professional yet relaxed environment with low staff turnover.
- Qualifications: You need ACA/ACCA qualification, strong accounting skills, and familiarity with cloud-based software.
- Other info: Located in Weybridge, accessible from various Surrey locations; referrals can earn you vouchers!
The predicted salary is between 45000 - 55000 £ per year.
A Portfolio Accountant / Client Accountant role is available, offering a mix of Audit and Accounts in Weybridge. Hybrid and flexible working options are available, including part-time.
An independent firm of Chartered Accountants is looking to recruit a Client Accountant for a newly created role in their Surrey office. This position offers an exciting opportunity to work with a diverse and growing client base, including businesses in Surrey, London, and international firms. The firm is known for its professional yet flexible and respectful working environment, prioritising staff welfare.
The Role
Working closely with the senior management team, you will manage a varied portfolio of both locally based clients and those based internationally with a UK subsidiary. Ideally, you will have strong accounting skills and a desire to add some audit work to your portfolio (up to 30%).
- Preparing statutory accounts and quarterly management accounts.
- Conducting client audits, from planning through to completion, ensuring compliance with relevant standards.
- Handling ad hoc project work and assisting clients with their evolving needs.
- Preparing quarterly VAT returns (bookkeeping managed by other team members).
- Collaborating with the tax team, particularly on corporate and private tax returns.
About You
This role is ideal for a client-focused accountant with recent experience in accounts preparation and compliance, and a willingness to perform some audit work. The ideal candidate will have:
- A strong foundation in FRS 102 with knowledge of UK GAAP; exposure to IFRS is a plus.
- ACA or ACCA qualification, or equivalent.
- Familiarity with cloud-based accounting software, like Xero, and the ability to adapt to new technology.
- Experience preparing year-end statutory accounts and managing a small client portfolio.
- Prior experience in an accountancy practice, with audit familiarity.
The Benefits
This role offers a competitive salary between £45,000 and £55,000, plus an attractive benefits package, including:
- Hybrid working and flexible working hours
- Car parking
- Healthcare plan
- Generous pension
- 25 days holiday
- Stunning offices
Location
Based in Weybridge, the position is accessible from Surrey locations, including Cobham, Kingston, Esher, Chertsey, Leatherhead, Surbiton, and Woking.
Next Steps
If you’re excited by the opportunity to work in a newly created role within a supportive and growth-oriented firm, apply today. We aim to respond to all suitable applicants within 48 hours.
Fletcher George is a Surrey-based, inclusive accounting and financial recruitment agency committed to connecting diverse talent with rewarding career opportunities. We operate as an Employment Agency.
Referrals are welcome - receive up to £500 in Amazon or John Lewis vouchers for successful referrals. Visit our website for full details.
Portfolio Accountant - Audit & Accounts employer: Fletcher George Recruitment Ltd
Contact Detail:
Fletcher George Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Accountant - Audit & Accounts
✨Tip Number 1
Network with professionals in the accounting field, especially those who work in audit and accounts. Attend local industry events or join online forums to connect with potential colleagues or mentors who can provide insights about the firm and its culture.
✨Tip Number 2
Familiarise yourself with the latest updates in FRS 102 and UK GAAP, as well as any relevant changes in audit regulations. This will not only boost your confidence but also demonstrate your commitment to staying current in the field during any discussions.
✨Tip Number 3
Showcase your adaptability by highlighting your experience with cloud-based accounting software like Xero. If you have used similar tools, be prepared to discuss how you quickly learned and adapted to new technologies in previous roles.
✨Tip Number 4
Research the firm’s client base and recent wins to understand their market position. Being knowledgeable about their clients will allow you to tailor your conversations and show genuine interest in contributing to their success.
We think you need these skills to ace Portfolio Accountant - Audit & Accounts
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your accounting skills and any relevant audit experience. Emphasise your familiarity with FRS 102, UK GAAP, and any cloud-based accounting software like Xero.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-focused approach and willingness to take on audit work. Mention specific experiences that align with the responsibilities outlined in the job description.
Highlight Relevant Qualifications: Clearly state your ACA or ACCA qualification, or equivalent, in your application. If you have experience preparing year-end statutory accounts, make sure to include that as well.
Showcase Your Adaptability: In your application, mention your ability to adapt to new technology and your experience with managing a small client portfolio. This will demonstrate your readiness for the diverse client base they serve.
How to prepare for a job interview at Fletcher George Recruitment Ltd
✨Know Your Numbers
Brush up on your accounting knowledge, especially FRS 102 and UK GAAP. Be prepared to discuss your experience with statutory accounts and how you've handled compliance in previous roles.
✨Showcase Your Audit Experience
Since the role involves audit work, be ready to talk about any past audit projects you've been involved in. Highlight your understanding of the audit process from planning to completion.
✨Familiarise Yourself with Cloud Software
The firm values familiarity with cloud-based accounting software like Xero. If you have experience with it or similar tools, mention it during the interview to demonstrate your adaptability to technology.
✨Emphasise Client-Focused Approach
This role is client-centric, so share examples of how you've successfully managed client relationships in the past. Discuss how you’ve tailored your services to meet their evolving needs.
