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 FRS105) 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 FreeAgent, Xero, and QuickBooks
- 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
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
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 Keep in touch with us online for job alerts, industry updates and market...
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Day to day role responsibilities will include:
Assist with investigation and response to financial information queries
Record and analyse financial data using the organisations standard tools and processes
Apply double entry bookkeeping and accounting standards to process financial documents
Assist with production of accurate financial information for the preparation of annual accounts
Reconcile financial data, such as preparation of bank reconciliations
Investigate, resolve or escalate transactional queries and errors within their remit as appropriate
Develop and maintain effective working relationships with stakeholders
Communicate financial information in a way than non-finance stakeholders can interpret and understand
Provide general office administration services in support of the front of house team as required
With the advent of MTD for income tax the candidate can expect to be involved in quarterly income tax reporting
Work will include some bookkeeping using cloud accounting software and liaison with client's overdue dates, provision of records and approval of reports for submission
Training:
The apprentice will be working towards the Assistant Accountant Level 3 Apprenticeship Standard - including the AAT Level 3 certificate in Accounting
Classroom attendance at Colchester Institute (Colchester Campus) every other week
Training Outcome:Once qualified with the AAT Level 3 we would be open, depending on progression, on offering a full AAT/ACCA/ICAEW training program.Employer Description:Walter Wright was established in 1973 and today, we continue to build on our enviable reputation for providing excellent advice and first-class service to our business and personal clients alike. As well as general accountancy, audit and tax skills, our staff also have specialist skills which enables us to provide clients with a premium service as and when required. With our wealth of experience, we pride ourselves on delivering an unparalleled service to all clients, whatever their size or sector. In addition to traditional auditing, accounting and tax services we also provide advice on how to improve and develop your business. Whether clients need an integrated business strategy, access to corporate finance or specialist tax advice we are here to help our clients achieve their goals.Working Hours :Monday to Friday 9:00am - 5:30pm. With a one hour lunch break each day 1:00pm - 2pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
Communication and Relationship Building
Collaborate with the Marketing and Communications team to share candidates from the talent pool with existing employers already committed to the apprenticeship scheme (e.g., Candidate Spotlight)
Making and receiving calls to existing and new candidates
Offering advice to candidates on training and career progression
Inform candidates of interview feedback
Supporting with the collection of sign-ups from interested candidates at careers events
Keeping the candidate pool engaged and regularly cleansed
Recruitment Processes and Candidate Management
Advertising job descriptions on relevant job boards
Receiving and reviewing applications
Preparing CVs – completing formatting and grammar checks
Filtering apprenticeship applications and shortlisting candidates for the Recruitment team
Supporting with organising interviews
Complete Open Evening suitability checks for weekly appointments
Administration, Compliance, and Reporting
Complete sample audits on the department for employment legal requirements such as paperwork, the rights to work and other eligibility
Data entry - maintaining company CRM Database with adding and updating new content
Creating effective reports to support with talent pool management and bring focus areas to light
Supporting Recruitment team with adhoc duties
Training:Training will be provided by EMA Training in house, who will deliver content aligned with the Business Adminsitration Level 3 apprenticeship standard.
You will be allocated a trainer who will support you throughout your duration on programme. Training Outcome:Upon successful completion of Business Administration programme there is the opportunity to progress within the company as a full time employee.
For example:
Junior Recruiter
Recruitment Project Coordinator
Employer Description:As an organisation, we believe that the most effective training for apprentices is through face-to-face, trainer-led delivery, supplemented by mentoring in their place of work. This blended approach helps to develop not just the apprentice’s technical skills, but also softer skills around communication, confidence and relationship building.
Our Trainers and Mentors join EMA with either years of experience within the Finance, Marketing and Data sectors, or as a progression path following the completion of their apprenticeships. This allows them to effectively guide and mentor apprentices in becoming the best they can be.
In addition to apprenticeship provision, EMA also offer commercial training programmes in Accountancy, in addition to being an official AAT exam centre for external assessments.Working Hours :Monday to Friday, 9am to 5pm.
One hour provided for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Duties include:
Prepare weekly, bi-weekly, monthly, and annual payroll
All payroll data entry tasks
Dealing with payroll queries
Calculating SMP, SSP, Tax & NI
Producing payroll reports
Documenting starters, leavers and holiday records
Answering telephone calls with clients
Creation of documents
Supporting other staff with their administration tasks
Training:Payroll administrator Level 3 Apprenticeship Standard:
A 100% tailored training and assessment program will be delivered to support you throughout your Apprenticeship, (21 months including endpoint assessment) topics covered include:
Business and Customer Awareness
Payroll Core
Pensions
Technical Payroll
Regulations and Compliance
Systems and Processes
Planning and Prioritisation
Analysis skills
Using Systems and Processes
Producing Quality and Accurate Information and Reports
You may need to complete level 2 maths and English Functional skills (if you cannot evidence prior grades)
Training Outcome:
The opportunity to progress to a higher apprenticeship may be available
We are looking to develop an apprentice, with a view to offering a permanent position upon successful completion of the apprenticeship programme
Employer Description:AS Robins LLP is a payroll boutique offering a bespoke service to a wide client base of small to medium sized enterprises across the UK. We serve over 1,000 accounts, ranging from just a single employee, to as many as 500+. We pride ourselves on our ability to tailor a service to suit you, thus taking the stress and strain out of payroll / HR, allowing you to do what you do best – focus on your business.
Our clients range from domestic support/carers through to PLCs (UK and international) and entrepreneurial start-ups.
Many include professional accountancy firms, all of which benefit from outsourcing their payroll function to AS Robins, so that we can provide a bespoke service. Outsourcing saves you valuable time and we always adapt our services to you, or your end client’s needs.
Avoiding such distractions allows you to focus your efforts on the issues that are key to the profitable growth of your business.
Our team of payroll and HR professionals help businesses in a real-time working environment, utilising the latest advancements in technology to ensure we remain progressive and at the forefront of innovation in our industry.Working Hours :Monday - Friday, 9.00am - 5.00pm.
Exact shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Accurate data in compliance with applicable legislation
Assist with administration of receivable and payable processes
Complete regulatory checks on cash transactions in and rectify issues within timeframe
Assist with preparation of weekly/monthly cash postings
Assist with preparation of ad hoc journal postings (e.g. loan interest, adjustments)
Assist with preparation of monthly finance packs for executive reporting
Assist with given project work
Complete all mandatory training issued by Vision or Rathbones within the deadlines
Job swap with other teams in head office to gain a wider understanding of how Vision functions as a whole
Attend all AAT sessions and complete exams working towards their AAT qualification
Extra study time will be given where needed and time will be given for off-the-job learning
Acts with the best interest of clients at all times
Must be self-motivated and enjoy working in a small team environment
Takes responsibility for managing individual workload
Communicates clearly and willingly with all members of the team and advisor community
High level of attention to detail
Adheres to vision values
Training:BPP apprenticeship training programmes are delivered virtually by a fully qualified and industry-experienced training team. Using their expert knowledge, we’ve purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.Training Outcome:Career progression after this apprenticeship would likely be to move on to further accountancy qualifications. Employer Description:Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our purpose, which is to think, act and invest responsibly, is delivered through our corporate values – Responsible and entrepreneurial in creating value, collaborative and empathetic in dealing with people, courageous and resilient in leading change, professional and high-performing in all our actions.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
We want Rathbones to be a company where everyone has the opportunity to build a successful career and find the right balance between work and personal life, regardless of age, ethnicity, gender, religion or background.
Rathbones recognises that our high standards of service and our reputation depends upon us employing the right people, with the right skills and experience. We recruit individuals who match our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
We choose to invest significantly in the development of our people. We also encourage our employees to take relevant business qualifications and offer generous support packages. Our investment professionals are required to achieve standards above the regulatory minimum with a particular focus on the Chartered Wealth Manager and Chartered Financial Analyst qualifications.
We are an equal opportunity employer, and it is our policy to ensure that all job applicants and employees are treated fairly and on merit regardless of their race, gender, marital status, age, disability, religious belief, or sexual orientation.Working Hours :Monday-Friday, between 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Willingness to learn....Read more...
This apprentice position is responsible for the practice administration, bookkeeping, client support and front office reception at our Harpenden office.
This is an excellent opportunity for a capable individual who enjoys working as part of a team to deliver excellent client service. The ideal candidate will be looking to develop their skills in a rapidly growing and dynamic, multi-office business using industry leading software applications with support from a multi award winning national accountancy network.
Key Responsibilities:
Answer telephone calls, emails, front office reception enquiries and arrange meetings in a timely, courteous and efficient manner
Support practice banking, bookkeeping, credit control and supplier payment activities accurately posting transactions to practice and client records
Accurately update and maintain client records and database applications
Support digital document management and scanning activities
Support marketing and brand awareness duties including developing and delivering key seasonal client campaigns
Support maintenance of practice compliance activities including anti-money laundering and due diligence checks.
Support Senior Management Team in collating weekly KPI’s to work towards the HRH team and Client Partner portfolio targets for the financial year
Complete all TaxAssist Academy Practice Administration courses
Job Requirements:
Quality of work:accuracy, thoroughness, completeness. Assignments are completed using standard work-papers/templates to a high standard that are ready for review. Partners can complete their reviews and communicate with the client within assigned review budgets. All in and out client correspondence is filled in TaxCalc and Virtual Cabinet
Administration: Checks fees, raises invoices on time, follows up on unpaid debts, and completes accurate time records
Productivity: assignments are completed within the budgeted time and costs (to achieve 3 X salary & NI fee target) which are always checked before commencing work. Colleague always checks the agreed Client “Record Quality” factored into client fees and escalates any issues with the Partners for resolution with the client before spending time
Client Development & Satisfaction: Clients worked on are satisfied with our service and would rate us a minimum of 8 or 9 out of 10. They would recommend us to their friends and family. Client concerns/issues are escalated to Partners. Client requests and communications are acknowledged within 1 day and fully responded to within agreed time frame. Opportunities to broaden our services to clients are identified. Where our services are appropriate personal contacts are introduced as new clients.
Teamwork and Communication: Colleague is a positive and effective team player. Treats colleagues with dignity and respect. Communicates issues or problems within the team and with the Partners as necessary. Helps colleagues
Desired Personal Qualities
A friendly, open personality with excellent interpersonal and client service skills
A person who enjoys working as part of a dynamic team
Excellent telephone manner and skills
Excellent time management and multi-tasking prioritisation skills
Training:
Training Biweekly classes (length 3 hours) alternating between Data+ and Excel/Power BI (NB: Exams optional)
Training Outcome:
After successfully completing the Data Technician Level 3 course, you will have the opportunity to progress to a more senior position within the company and take on more responsibilities
Employer Description:At TaxAssist Accountants, we know that our people are key to the success of our company. We hire people who are talented, career driven and who embrace our values of delivering excellent client service through collaborative teamwork.
Experience the rewarding and varied nature of working with small businesses and individuals in a friendly local business atmosphere.
Work for an employer who invests in colleague career development with significant opportunities for growth and development including ongoing training provided by the TaxAssist Academy.Working Hours :Monday- Friday
8.30am- 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
The role as Apprentice Payroll Administrator is an exciting opportunity for the right candidate to work within a busy team based in Swindon. An Ideal entry level position if you would like a career in Payroll / Finance.
You will be given the opportunity to get involved in a multiple array of tasks whilst working towards your apprenticeship.
You will be contributing to the successful performance of the existing Finance Team, providing assistance and support to them in managing accounts. You will be supported to develop your accounting and administrative abilities and gain relevant skills and experience to further your career in finance and accounting. This is an excellent opportunity to acquire and hone practical accounting skills in a professional environment alongside a formal qualification.
Key responsibilities include:
Using Sage L50 to execute payrolls and complete the necessary reporting, full training given.
Working with Aged Debtor Reports to highlight areas of concern to the relevant parties.
Investigation, classification and resolution of queries that may arise
Other Duties within the Finance Department where necessary to enrich your career in Finance
Customer facing with good communication skills
Be highly organised and able to manage multiple tasks and ability to learn and put into practice new skills
Collaborate with internal teams, ensuring accurate and sensitive information sharing in line with data protection regulations
Complete course work on time and to a high standard and Produce, maintain and be responsible for content, accuracy and sign off of assessments completed
Skills :
Strong communication skills, with the ability to work effectively in a team.
Proficient in MS Office (Word, Excel, Outlook) and good numerical skills
Requirements:
Be 16 years of age or older
Must have at least a grade C or 4 GCSE or equivalent in Maths and English
Have an understanding and/or interest in Accounting/Finance
Duration:
The Apprenticeship will take between 12 - 18 months to complete
Courses available Accountancy (AAT) Level 2 or 3 depending previous qualifications
Salary: £7.55 per hour for the 1st year – Rate will be assessed after a year.
Location: Swindon
Hours: 08.30am -16:30pm. Monday – Friday
Some flexibility in hours may be required to suit the needs of the business.
Why Join Us? At First City, you’ll be part of a dedicated team making a real difference in the health and social care sector. You’ll work in a supportive environment where your contribution is valued and career development is encouraged.
This position may be closed sooner if a suitable candidate is appointed
ALL EMPLOYMENT WITH FIRST CITY NURSING AND CARE IS SUBJECT TO SATISFACTORY REFERENCES, ENHANCED DBS CHECK AND FULL COMPLETION OF MANDATORY TRAINING ....Read more...
Are you an experienced Systems Administrator or Application Support Analyst? Do you have specific experience of supporting and taking responsibility for key business software applications using in the public sector such as Accounting & Exchequer, HR & Payroll, CRM, EDRMS, Property & Asset Management, Planning or similar? Let Informed Recruitment help you to achieve your potential with an exciting opportunity for a Systems Administrator to act as liaison during a core business systems implementation before taking responsibility for the support applications at a Social Enterprise in the East Midlands. This role is offered as a twelve-month fixed term salaried contract.
The purpose of the role will be to ensure that key line of business software applications function efficiently, are continuously improved, and that staff embers are well trained and supported to ensure a high level of performance. Your day-to-day activities will include acting as implementation liaison, systems maintenance, help desk support, data analysis and reporting, acting as subject matter expert, training and mentoring, documentation, process and systems enhancements, and third-party supplier engagement.
Must Have
Experience providing 1st /2nd line support or systems administration on software applications, such as, but not limited to, Financial Accountancy & Exchequer, CRM, ERP, HR, Payroll, EDRMS, Procurement, Supply Chain, Property & Asset Management, Planning, or any other bespoke application area.
Office 365 applications or cloud software
Help desk support, or incident/problem management.
Nice to Have, but not essential
3rd line support experience
Business or Systems Analysis
Integration
SQL/SQL Server
BI/Reporting tools such as SSRS, Business Objects, Crystal Reports, Power BI, etc
Salesforce
Experience of supporting property/exchequer applications vended by the likes of NEC, MRI/Capita, Civica.
Planning or Geographical Information Systems
ITIL experience.
As an individual you will be an excellent communicator with a positive can do attitude, excellent problem-solving skills, and a desire to give a good customer services. If this role describes you, then please apply without delay for the opportunity to continue your career with a driven yet friendly and socially-focused organisation embarking on a period of system enhancements designed to provide a better service to customers. This role is predominantly office based, with travel to the office in the East Midlands likely 2/3 times a week. In return you will receive a competitive salary, generous pension contributions and holiday allowance, autonomy to undertake your role, and positive working environment. To take advantage of this fixed term salaried contract opportunity, then please apply immediately as interview slots are available immediately for suitable applicants.
Informed Recruitment Limited acts as an Employment Agency in respect to this vacancy as defined by the Employment Agencies Act. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, national origin, disability status, or any other basis protected by appropriate law. All hiring decisions are made based on merit, competence, and business need. As defined under the General Data Protection Regulation (GDPR), Informed Recruitment is a Data Controller and a Data Processor, and our legal basis for processing your personal data is 'Legitimate Interests’. You have the right to object to us processing your data in this way. For more information about this, your rights, and our approach to Data Protection and Privacy, please visit our website.....Read more...
