Qualified Accountant; Portfolio Manager

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Fully Qualified Accountant (Portfolio Manager)

Fully Qualified Accountant – Portfolio Manager
West Wickham, Kent
£45,000 – £55,000pa + Benefits
Monday to Friday 9 am – 5 pm

KHR are proud to be working with a well-established Chartered Accountancy Firm based in West Wickham, who is seeking an ACCA/ACA fully qualified Practice Accountant to join their team as a Portfolio Manager. This is an exciting opportunity for an experienced accountant to take on a key role within a thriving practice.

Position Overview

As a Practice Accountant – Portfolio Manager, you will be responsible for managing a portfolio of small and medium-sized businesses and individual clients. This diverse role encompasses a wide range of accounting and tax-related duties, allowing you to utilise your expertise to provide high-quality professional services to clients while staying up-to-date with current legislative changes.

Responsibilities

• Manage a portfolio of clients, ensuring the delivery of exceptional service
• Produce final statutory (FRS 102(1A) and FRS
  105) and non-statutory accounts
• Prepare corporate tax, partnership, and self-assessment tax returns, including business tax computations for various entities
• Complete quarterly VAT returns
• Communicate effectively and proactively with clients
• Maintain daily time recording, monthly WIP review, and timely client billing
• Onboard new clients and handle accounting and tax-related queries
• Assist with new accounting regulations/tax projects and conduct technical research
• Keep clients informed of legislative changes
• Assist with practice IT systems and provide support to senior staff

Candidate Profile

• Fully ACCA/ACA qualified with a minimum of 2 years of practice experience
• Strong knowledge of FRS 102 and FRS 105
• Proactive approach to work prioritisation and time management
• Excellent communication skills, both verbal and written
• Strong attention to detail and logical, analytical skills
• Proficiency in accounting software such as Free Agent, Xero, and Quick Books
• Advanced working knowledge of Excel and Word
• Familiarity with IRIS is desirable but not essential
• Presentable, punctual, and able to thrive in a hard-working office environment

KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR – Recruitment Specialists is a trading name of KH Recruitment Ltd.

We are an equal opportunities employer and welcome applications from all suitably qualified persons.