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 study support for ACA/ACCA.
- Other info: Join a dynamic team with excellent career development opportunities.
- Why this job: Take ownership of your own portfolio and grow in a supportive environment.
- Qualifications: ACA/ACCA qualified or finalist with experience in statutory accounts preparation.
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- A salary guide of £45,000 – £55,000 DOE
- Hybrid working
- Flexible working
- Strong wider benefits package
- ACA or ACCA study support if required
The responsibilities include 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
- You will be a recently Qualified ACA, ACCA (or the equivalent) Accountant, or a late-stage student
- You will have experience of statutory year-end accounts preparation, ideally gained in a Practice environment to include UK GAAP- FRS102 and FRS105
- 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
The Portfolio Accountant role is based in Esher and is commutable from Kingston, Cobham, Epsom, Woking and surrounding areas.
Next Steps – please apply to this Portfolio Accountant role. We will aim to reply to all suitable applicants within 48 hours.
Fletcher George is an inclusive 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.
Portfolio Accountant in Surrey employer: FLETCHER GEORGE
Join a respected independent accountancy practice in Esher, Surrey, where you will have the opportunity to manage your own client portfolio without the distraction of bookkeeping. With a strong commitment to employee development, flexible hybrid working options, and a supportive work culture, this company prioritises long-term staff retention and offers a comprehensive benefits package, making it an excellent employer for ACA and ACCA qualified accountants looking to advance their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Accountant in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who work in practices similar to the one you're eyeing. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of statutory reporting and UK GAAP. We recommend practising common interview questions related to your experience with FRS 102 and FRS 105 to show you’re the right fit.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website for the best chance at landing that Portfolio Accountant role. We’re all about making the process smooth and ensuring your application gets the attention it deserves!
We think you need these skills to ace Portfolio Accountant in Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Portfolio Accountant role. Highlight your ACA/ACCA qualifications and any relevant experience with statutory year-end accounts preparation. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Tech Skills:Since we value technology investment, make sure to mention your experience with cloud-based packages like Xero and any familiarity with CaseWare or TaxCalc. We’re keen on candidates who are tech-savvy!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we aim to reply to all suitable applicants within 48 hours!
How to prepare for a job interview at FLETCHER GEORGE
✨Know Your Numbers
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 concepts but can also handle them in practice.
✨Showcase Your Client Management Skills
Since this role involves managing a dedicated client portfolio, think of examples where you've successfully built and maintained client relationships. Prepare to share specific instances where your communication skills made a difference, as this will highlight your fit for the role.
✨Get Comfortable with Tech
Familiarise yourself with cloud-based accounting software like Xero, and if you have experience with CaseWare or TaxCalc, be sure to mention it. The interviewers will appreciate your tech-savviness, especially since the firm values technology investment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client relationships and staff development. This shows your genuine interest in the company culture and your eagerness to contribute to their growth. Plus, it gives you a chance to assess if the environment aligns with your career goals.
