Portfolio Management/Senior Accountant

Job Title: Portfolio Management/Senior Accountant
Contract Type: Permanent
Location: City of London, London
Salary: £70000 - £90000 per annum
Reference: BBBH629_1547642555
Contact Name: Harper May
Contact Email:
Job Published: January 16, 2019 12:42

Job Description

  • Preparation of statutory accounts under FRS102 and FRS105, including all required preparatory work
  • Preparation of Corporation Tax Returns
  • Organisation and preparation of the income and expenditure accounts for sole traders and partnerships
  • Completion of self-assessment tax returns
  • Experience with producing management accounts would be an advantage
  • Managing deadlines and client expectations
  • Delegating to and training of junior team members
  • Reviewing work completed by more junior colleagues of the team, including bookkeeping and VAT Returns
  • Helping to enhance systems and processes for internal use
  • Working from clients offices may be required, as well as head office and attending client meetings.


  • You will have 3-5 years PQE proven technical experience in a practice environment
  • The successful Candidate will be able to use IRIS for accounts production and corporate and personal tax
  • Preferable alternative accounts software experience would be Xero, Sage 50 QBO


  • ACCA/ACA fully qualified
  • Minimum 3 years PQE

QBE considered The Candidate: Attitude & Personality You will be positive, personable and professional and focussed on providing an outstanding service to clients. You will have good commercial awareness you will be a team player and enjoy working in an environment that is relaxed yet deadline focussed. You will be flexible and adaptable and willing to 'muck-in' to help this practice achieve our goals. You will be absolutely trustworthy, have a high level of attention to detail and enjoy working with people. You will commit to promoting development and understanding in both clients and your team.

You will operate well under pressure. Technical knowledge & accounts ability and other preferred attributes/experience

  • Detailed preparation of complex or larger business accounts from the client's detailed or incomplete records using the firm's accounting software;
  • Reviewing accounts and working papers
  • Carrying out postings for complex or missing areas of accounts or oversee the completion of this work
  • Review business related personal and partnership tax returns and interpret the results for the client
  • Prepare more complex corporation tax returns and review the work of junior staff
  • Prepare/amend and/or approve letters and emails relating to more complex issues
  • Prepare replies to more complex client or third party correspondence, seeking further input as appropriate
  • Have direct contact with the client and third parties
  • Deal with technical enquiries from clients and other firm members
  • Deal with Enquiries raised by HMRC
  • Identify the potential for more complex tax planning opportunities and recommend appropriate strategies
  • Assist clients with one-off assignments
  • Initiate and attend client meetings
  • Engage with potential clients

Get similar jobs like these by email

By submitting your details you agree to our T&C's