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- Tasks: Manage client portfolios and provide expert tax and accounting support.
- Company: Dynamic financial recruitment agency with a focus on inclusivity.
- Benefits: Flexible hybrid working, competitive salary, and ongoing training opportunities.
- Why this job: Join a growing company and make a real impact in the finance sector.
- Qualifications: ACA/ACCA qualified with experience in practice and cloud-based accounting tech.
- Other info: Great career progression and a supportive team environment.
The predicted salary is between 50000 - 80000 £ per year.
Are you a talented ACA or ACCA, or the equivalent Senior Accountant, who wishes to make an exciting career move with a genuine opportunity for progression? If you are ready to further your accountancy career and be a key player in a growing and ambitious company, please apply.
As a portfolio manager, you will provide excellent support on the best tax, accounting or day-to-day practices, systems or processes while:
- Developing and growing your client portfolio through Business Development opportunities, providing initial consultation calls and sending out proposals to new leads.
- Completion of the preparation, review & submission of year-end company financial statements and tax returns.
- Preparation, review & presentation of management accounts.
- Review self-assessment tax returns.
- Being involved with business reporting, WIP and monthly billing reviews.
- Supporting and supervising more junior staff members.
About You:
- An ACA/ACCA or equivalent with a few years of post-qualification experience in practice.
- You will be a motivated and organised individual who can lead a portfolio of clients as well as meet deadlines.
- You will be conversant with the latest Cloud-based accounting technology, such as Xero and enjoy adopting new tech.
What is on Offer?
- You will have the choice to work flexibly, with a few days working from home if you wish and the rest in the office; wherever you feel most comfortable and productive to get the work done.
- You will receive regular training, and you’ll be given time to ensure that you keep up to date with the latest changes in accounting, taxation and technology.
- A competitive salary guide of £50k - £80k set by Fletcher George, depending on qualifications and experience.
Location: Based in the Weybridge area and commutable from Hersham, Kingston, Cobham, Walton, Esher, Addlestone, and the surrounding areas.
Next steps – please apply to this Practice Accountant Portfolio Manager role, and we will aim to reply to all suitable applicants promptly.
Fletcher George is an inclusive Surrey based financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive.
We are an accountancy and finance recruitment agency acting as an Employment Agency.
Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George’s referral scheme is on our website.
Practice Accountant Portfolio Manager in Hinchley Wood employer: FLETCHER GEORGE
Contact Detail:
FLETCHER GEORGE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Accountant Portfolio Manager in Hinchley Wood
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Practice Accountant Portfolio Manager role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Talk about your experience with cloud-based accounting tech like Xero and how you've successfully managed client portfolios. Let them see why you're the perfect fit for their team.
✨Prepare for Interviews
Do your homework before any interview. Know the company inside out, understand their values, and be ready to discuss how you can contribute to their growth. Practise common interview questions so you can answer confidently and impress them!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for talented individuals like you to join our growing team.
We think you need these skills to ace Practice Accountant Portfolio Manager in Hinchley Wood
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Practice Accountant Portfolio Manager role. Highlight your ACA/ACCA qualifications and relevant experience in practice, as well as any cloud-based accounting tech you’re familiar with. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your skills align with the job description. Don’t forget to mention your passion for business development and client management – we love that!
Showcase Your Achievements: When detailing your experience, focus on specific achievements rather than just duties. Did you help grow a client portfolio or improve processes? Share those successes! We’re looking for someone who can make a real impact.
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, we aim to reply to all suitable applicants promptly!
How to prepare for a job interview at FLETCHER GEORGE
✨Know Your Numbers
Brush up on your technical knowledge, especially around financial statements and tax returns. Be ready to discuss specific examples from your past experience where you successfully managed client portfolios or improved processes.
✨Showcase Your Tech Savvy
Since the role involves cloud-based accounting technology like Xero, make sure to highlight your experience with such tools. Prepare to discuss how you've used technology to enhance efficiency in your previous roles.
✨Demonstrate Leadership Skills
As a portfolio manager, you'll be supervising junior staff. Think of examples where you've led a team or mentored others. This will show your potential employer that you're not just a numbers person but also a great leader.
✨Prepare for Business Development Questions
Expect questions about how you would grow your client portfolio. Have a few strategies in mind that you've used in the past or ideas on how you could attract new clients. This shows your proactive approach and ambition.