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 clients worth approximately (Apply online only)k. Responsibilities: Client Management : Overseeing a portfolio of clients, including limited companies, partnerships, and individuals. Accounts & Tax Preparation :
Year-end accounts preparation Management accounts and VAT returns Supervision and reviewing accounts from offshore 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.
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