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- Tasks: Manage a diverse client portfolio and ensure compliance for tax and accounting purposes.
- Company: Affinia is a top UK accountancy firm with over 400 professionals and a rich heritage.
- Benefits: Enjoy 25 days holiday, flexible working, professional membership support, and a dress-for-your-diary policy.
- Why this job: Join a dynamic team, make an impact, and grow your career in a supportive environment.
- Qualifications: Minimum 5 years practice experience and ACA/ACCA qualification required.
- Other info: Embrace a hybrid working model and be part of an inclusive culture that values diversity.
The predicted salary is between 36000 - 60000 £ per year.
Affinia is a leading, UK Top 50 Accountancy firm. Through successful acquisitions and organic growth, the firm has seen significant development within the last 18 months. Last October we launched our new brand ‘Affinia’ which saw the coming together of Richard Edwards Group and six other likeminded firms across the East & South East of England to form a combined challenger accounting, tax and business advisory firm. With a combined heritage spanning over 300 years, we have more than 400 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.
We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice.
Affinia is recruiting for an Accounts Manager to come and join the Accounts department in our Chelmsford office. Working with the senior management team, you will manage a client portfolio of c80 + clients – diverse, different entity types, sizes and complexity with full support from the Director and the Senior Management team. Reporting into our Accounts Director, you will be working as part of a team for clients such as high net worth individuals, trusts, estates and companies, to name a few.
Overseeing and taking responsibility of a portfolio of clients to ensure compliance for tax and accounting purposes with support from the senior management team who will ultimately oversee and guide the successful candidate for an initial period to be agreed. Be the first point of contact for your clients, working closely with the designated Director and senior management team. Assisting and taking the lead in the supervision of team members and the management of workflow through the office immediately. Undertake the review of compliance work including year-end statutory accounts, VAT returns, management accounts and personal/company tax returns (in line with the firms’ risk level) on their own. Assisting Directors with ad hoc projects. Begin to proactively build a network of professional contacts for the firm with a view to drive growth on both compliance and advisory work. Own and manage Work in progress and billing requirements on their portfolio, initially with the support of senior management team to maintain specific KPI’s as determined by the business. Take a lead role in supporting and training staff to ensure continued excellence and development of individuals.
Ideally you will have a minimum of 5 years+ practice experience working for a leading Accountancy Practice. Previous experience with assisting the management of a client portfolio and delivering a suite of services or substantial client contact and interaction desired. A qualified Accountant (ACA/ACCA) Strong IT/Microsoft abilities.
At Affinia, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits:
- ~25 days holiday (FTE) plus Bank Holidays
- ~ Professional membership support
- ~ Auto enrolment Pension Scheme
- ~ Agile/Hybrid Working Policy
- ~ Dress for your Diary Policy
Affinia is a flexible business which has embraced a hybrid working model where our colleagues enjoy a mix of home and office working. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage or civil partnership, pregnancy or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential.
Home Based Account Executive employer: Affinia
Contact Detail:
Affinia Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home Based Account Executive
✨Tip Number 1
Familiarise yourself with Affinia's recent developments and their new brand identity. Understanding their growth strategy and the services they offer will help you align your skills and experiences with their needs during any discussions.
✨Tip Number 2
Network with current employees or industry professionals who have experience in accountancy practices similar to Affinia. This can provide you with insider knowledge about the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Prepare to discuss your experience managing diverse client portfolios. Be ready to share specific examples of how you've successfully handled complex accounting tasks and built client relationships, as this is crucial for the role.
✨Tip Number 4
Showcase your IT skills, particularly with Microsoft tools, as these are essential for the role. Consider brushing up on any relevant software that Affinia might use, as demonstrating your tech-savviness can set you apart from other candidates.
We think you need these skills to ace Home Based Account Executive
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Home Based Account Executive position. Familiarise yourself with the key tasks mentioned in the job description, such as managing a client portfolio and overseeing compliance work.
Tailor Your CV: Customise your CV to highlight relevant experience that aligns with the requirements of the role. Emphasise your previous experience in accountancy practices, client management, and any qualifications like ACA or ACCA.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific reasons why you want to work at Affinia and how your skills can contribute to their mission of providing exceptional service.
Highlight Your Soft Skills: In addition to technical skills, emphasise your soft skills such as communication, teamwork, and leadership abilities. These are crucial for the role, especially when managing client relationships and supervising team members.
How to prepare for a job interview at Affinia
✨Know Your Numbers
As an Account Executive, you'll be dealing with financial data regularly. Brush up on your accounting principles and be prepared to discuss how you've managed client portfolios in the past. Highlight specific examples of your experience with year-end statutory accounts and tax returns.
✨Showcase Your Communication Skills
You'll be the first point of contact for clients, so it's crucial to demonstrate your communication skills during the interview. Practice explaining complex accounting concepts in simple terms, and be ready to discuss how you build relationships with clients and manage their expectations.
✨Emphasise Team Collaboration
Affinia values teamwork, so be sure to highlight your experience working collaboratively with senior management and team members. Share examples of how you've supervised others or contributed to a team project, showcasing your leadership potential.
✨Research Affinia's Culture
Understanding Affinia's commitment to community and inclusivity can set you apart. Familiarise yourself with their values and be prepared to discuss how your personal values align with theirs. This shows that you're not just looking for a job, but a place where you can contribute positively.
