At a Glance
- Tasks: Manage a dedicated client portfolio and prepare statutory year-end accounts.
- Company: Respected independent accountancy practice in Surrey with a focus on people and technology.
- Benefits: Competitive salary, hybrid working, flexible hours, and ACA/ACCA study support.
- Other info: Join a dynamic team committed to long-term staff development and career growth.
- Why this job: Take ownership of your own client portfolio and grow in a supportive environment.
- Qualifications: ACA/ACCA qualified or late-stage student with experience in statutory reporting.
The predicted salary is between 45000 - 55000 £ per year.
This is an ideal opportunity for an ACA or ACCA qualified accountant, or late‑stage studier, who is ready to move beyond accounts preparation alone and take ownership of a dedicated client portfolio within a respected independent Surrey practice in Esher, without being pulled into bookkeeping work.
Our client is recognised as one of Surrey’s larger independent practices, with sustained growth over the past decade driven by a strong focus on people, client relationships and technology investment. Its independence is reflected in a really good working environment and a clear commitment to long‑term staff development and retention.
The Portfolio Accountant role will suit a Senior Accountant or Accounts Senior who loves all things around statutory reporting. You will work closely with the wider business and the senior management team.
Salary and Benefits
- Salary £45,000 – £55,000 DOE
- Hybrid working
- Flexible working
- Strong wider benefits package
- ACA or ACCA study support if required
Key Responsibilities
- Managing a dedicated portfolio of clients with no bookkeeping responsibilities
- Preparation of statutory year‑end accounts – FRS 102 and FRS 105 UK financial reporting for limited companies and LLPs
Skills and Experience
- Recently qualified ACA, ACCA (or equivalent) accountant, or a late‑stage student
- Experience preparing statutory year‑end accounts, ideally gained in a practice environment to include UK GAAP – FRS 102 and FRS 105
- Some VAT knowledge would be beneficial
- Good IT experience including cloud‑based packages such as Xero
- Experience in CaseWare and TaxCalc would be great, albeit not essential
Location
The Portfolio Accountant role is based in Esher and is commutable from Kingston, Cobham, Epsom, Woking and surrounding areas. We are committed to attracting a diverse pool of applicants.
Portfolio Accountant employer: FLETCHER GEORGE
Join a respected independent accountancy practice in Esher, Surrey, where you will thrive in a supportive and dynamic work environment that prioritises employee development and client relationships. With a strong commitment to hybrid working and a comprehensive benefits package, this role offers the perfect opportunity for ACA or ACCA qualified accountants to take ownership of their own client portfolio while enjoying flexible working arrangements and study support. Experience sustained growth and a culture that values your contributions and fosters long-term career progression.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Accountant
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who work in or know about independent practices. A friendly chat can lead to insider info on job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of statutory reporting and UK GAAP. We want you to feel confident discussing your experience with FRS 102 and FRS 105, so practice explaining your past roles and how they relate to the Portfolio Accountant position.
✨Tip Number 3
Showcase your tech skills! Familiarity with cloud-based packages like Xero is a big plus. If you’ve used CaseWare or TaxCalc, make sure to highlight that in conversations. We love seeing candidates who are comfortable with technology.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re all about supporting your journey, whether you’re ACA/ACCA qualified or still studying. Let’s get you that Portfolio Accountant role!
We think you need these skills to ace Portfolio Accountant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your ACA/ACCA qualifications and any relevant experience with statutory year-end accounts to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Portfolio Accountant role. Mention your passion for client relationships and how you can contribute to our team's success.
Showcase Your Tech Skills:Since we value technology investment, don’t forget to mention your experience with cloud-based packages like Xero or any familiarity with CaseWare and TaxCalc. This will show us you’re ready to hit the ground running!
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 from our team!
How to prepare for a job interview at FLETCHER GEORGE
✨Know Your Numbers
Make sure you brush up on your knowledge of statutory year-end accounts, especially FRS 102 and FRS 105. Be ready to discuss your experience with these standards and how you've applied them in previous roles. This will show that you're not just familiar with the theory but can also put it into practice.
✨Showcase Your Client Management Skills
Since this role involves managing a dedicated portfolio of clients, think about examples from your past where you've successfully built and maintained client relationships. Prepare to share specific stories that highlight your ability to communicate effectively and provide excellent service.
✨Get Comfortable with Tech
Familiarise yourself with cloud-based accounting software like Xero, as well as tools like CaseWare and TaxCalc. If you have experience with these, be prepared to discuss how you've used them to streamline processes or improve accuracy in your work.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client relationships and technology investment. This shows your genuine interest in their practices and helps you assess if the company culture aligns with your values, especially regarding long-term staff development.
