At a Glance
- Tasks: Manage client portfolios and deliver high-quality accountancy and tax planning services.
- Company: Join a top 100 independent Accountancy Practice with a focus on growth.
- Benefits: Earn £55,000-£70,000, enjoy flexible hours, private healthcare, and 23 days holiday.
- Other info: Hybrid working available with opportunities for professional development.
- Why this job: Lead a dynamic team and make a real impact in client advisory services.
- Qualifications: Must be ACCA, ACA, or CTA qualified with 5 years of accountancy experience.
The predicted salary is between 55000 - 70000 £ per year.
Location: Stratford-Upon-Avon (hybrid)
Package: £55,000-£70,000, hybrid working, private healthcare, 23 days holiday plus bank holidays
Working hours: Full time, Monday-Friday, Flexible hours
A fantastic position has arisen within an independent top 100 Accountancy Practice, as an Accounts and Advisory Manager. This is a crucial role to this practice, as they look to continue their growth plans within their individual offices.
In this position you will be managing and developing a portfolio of clients through the delivery of high quality accountancy and tax planning. The role is focused on a diverse portfolio of clients, as well as playing a key role in team development. If you are a qualified accountant with strong portfolio management experience this is the role for you.
Job Responsibilities:- Client Service & Portfolio management: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service.
- Technical Delivery: Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance.
- Team Leadership & Staff Development: Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team.
- Operational Efficiency & Workflow Management: Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding.
- Business Development: Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm's profile.
- Firmwide Contribution: Collaborate with other teams and contribute to wider firm initiatives including best-practice and technology projects.
- Should be ACCA or ACA or CTA qualified
- Should have a minimum of 5 years experience in accountancy practice
- Must have portfolio management experience
- Excellent organisational, interpersonal, and communication skills
- Experience in a client facing role, and providing proactive planning and advisory services
- Paying from £55,000-£70,000 dependent on experience
- 23 days holiday plus bank holidays
- Medical cash plan
- Private medical cover
- Flexible working policy, as long as you are contactable for 5 core hours, you can start and finish at your leisure
- Hybrid working is available, and a staff laptop is provided
- And more
Accounts and Advisory Manager in Stratford-upon-Avon employer: Bennett and Game Recruitment LTD
Join a leading player in the HVAC sector as a Chiller Engineer in Kent, where you will benefit from a supportive work culture that prioritises employee growth and development. With competitive salaries ranging from £40-47k, generous holiday allowances, and travel expenses covered, this role offers not just a job, but a rewarding career path in a thriving industry. Enjoy the unique advantage of working in a dynamic team environment while contributing to impactful projects across the South East.
Contact Details:
Bennett and Game Recruitment LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Accounts and Advisory Manager in Stratford-upon-Avon
✨Tap into Campus Networks
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✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bennett and Game Recruitment LTD. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Accounts and Advisory Manager in Stratford-upon-Avon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bennett and Game Recruitment LTD.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bennett and Game Recruitment LTD's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bennett and Game Recruitment LTD
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bennett and Game Recruitment LTD.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bennett and Game Recruitment LTD will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bennett and Game Recruitment LTD employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
