Accounts / Tax Portfolio Manager

This position as an Accounts/Tax Portfolio Manager in Staines offers a great opportunity within a vibrant, well-established firm of chartered accountants in Surrey. The role is 50% accounts vs 50% Personal Tax based overseeing a portfolio of (Apply online only)k, .
Here's a breakdown of the key aspects of the role:

Responsibilities:

• Client Management: Overseeing a portfolio of clients worth approximately (Apply online only)k, including limited companies, partnerships, and individuals.
• Accounts & Tax Preparation:
  • Year-end accounts preparation
  • Management accounts and VAT returns
  • Supervision and reviewing accounts from off shore bookkeeping team
  • Personal / Business Tax advisory/compliance, income tax returns and computations
• Compliance & Advisory: Monitoring statutory compliance in accounts and taxation matters, advising clients, and holding client meetings.
• Team Supervision: Supervising junior staff, planning and monitoring work, providing training, and assessing performance.
• Business Development: Promoting the firm's services and managing new client onboarding.
• Liaison: Regularly liaising with the partners of the firm.

Requirements:

• Qualified ACA/ACCA with at least 2 years post-qualified experience.
• Minimum 5 years of UK practice background, with an interest in client management and personal tax.
• Strong technical skills and the ability to supervise and delegate tasks effectively.

Benefits:

• Competitive salary of 65-70k
• Matched pension contributions
• Healthcare benefits
• 22 days leave plus bank holidays
• Continuous CPD training updates

Application: This role offers an exceptional opportunity to influence the direction of the firm and achieve new professional heights. For a confidential discussion or to learn more about this role, please contact Richard Perrott at (phone number removed)
We encourage applications from those legally able to work in the UK without the requirement for sponsorship.