Senior Accountant, Portfolio Director Before you apply -Turn on alerts for jobs like this!
Senior Accountant, Portfolio Director Before you apply -Turn on alerts for jobs like this!

Senior Accountant, Portfolio Director Before you apply -Turn on alerts for jobs like this!

Penryn Full-Time
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On a technical level the role would involve the following:

Statutory Accounting – You will be responsible for reviewing and signing off company accounts prepared by junior team members. Accounts will be prepared under both FRS102 and FRS105.

Company Tax Returns – You will review and sign off on company tax returns, while identifying planning opportunities for our tax team.

Self-Assessment Tax Returns – You will review and sign off on self-assessment tax returns and manage the compliance process throughout the year for your portfolio of clients.

Bookkeeping – Although primarily handled by junior team members, your support and advice may be required, especially during the onboarding of new clients.

Management Accounts – You will prepare and submit management accounts for a small subset of your portfolio.

VAT Returns – You will review and sign off on VAT returns, support clients with registration, and identify VAT opportunities and risks within your portfolio.

Soft Skills – You will be responsible for managing more junior members of the team. We expect you to provide guidance and support to ensure effective workload management. You will also lead new business calls and work towards growing your portfolio with the support of management.

We are looking for someone who is experienced in signing off accounts/tax returns as well as independently managing a portfolio of clients. Perhaps you’re working in a larger firm and are hoping for a role with greater work/life balance and independence? If so, this is the role for you!, Professional Qualification – ACA or ACCA qualified is essential.

Experience – Ideally 2-3 years’ post qualified experience in practice, with prior experience independently managing a portfolio.

Technology – Experience with Xero, TaxCalc and Excel would be a plus but not essential provided you are able and willing to learn. The vast majority of your portfolio will use Xero as opposed to other bookkeeping solutions.

Personality – We are seeking an individual who can independently manage a portfolio and, in time, a small team. The ideal candidate should be independent, honest, personable, and friendly., A-Level or equivalent (preferred)

Experience:

accounting: 3 years (required)

Salary – Dependant on experience but expected to be in the range of GBP35,000-GBP42,000.

Part time – for the right person we would be happy to offer this as a part time role

Profit Share – A tax free profit share after an initial probationary period (up to GBP3,600 per year).

Compressed Hours – Option to compress your hours into 4 days – more time for surfing, cycling or just for you!

Control – The opportunity to independently manage and lead your portfolio without partners hovering over your shoulder or the burden of timesheets and micromanagement.

Working Environment – A beautiful, dog friendly office, and subsidised home cooked meals.

Private Medical Insurance – Provided free to all employees, with an option to add family for a small fee.

Expenses – CPD and professional qualification renewals paid for.

Homeworking – Potential to work remotely for 50% of the working days.

Enhanced Maternity and Paternity benefits – including a generous Maternity leave package and full pay for Paternity Leave., Note: If you don’t meet 100% of the requirements listed above, but still feel you would be a good fit for the role, get in touch anyway! We’d much rather a person said, "great, I meet 90% of the requirements!" than, "shoot, I only meet 90% of the requirements."

Job Types: Full-time, Part-time

Pay: GBP35,000.00-GBP42,000.00 per year

Expected hours: 22.5 – 37.5 per week

Additional pay:

Bonus scheme

Yearly bonus

Benefits:

Additional leave

Bereavement leave

Casual dress

Company events

Company pension

Cycle to work scheme

Discounted or free food

Enhanced maternity leave

Enhanced paternity leave

Flexitime

Health & wellbeing programme

On-site parking

Private medical insurance

Profit sharing

Sick pay

Work from home

Schedule:

Monday to Friday

No weekends

If you are interested in learning more about this exciting opportunity, please email Lucy Bayton () with your CV and a brief cover letter/email explaining your suitability for the role. We look forward to hearing from you soon!

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Contact Detail:

The Peloton Recruiting Team

Senior Accountant, Portfolio Director Before you apply -Turn on alerts for jobs like this!
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  • Senior Accountant, Portfolio Director Before you apply -Turn on alerts for jobs like this!

    Penryn
    Full-Time
    Apply now

    Application deadline: 2026-09-23

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