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- Tasks: Manage client portfolios and deliver top-notch accounting and advisory services.
- Company: Fast-growing accountancy firm with a focus on personalised service.
- Benefits: 25 days holiday, hybrid working, private medical cover, and profit share opportunities.
- Why this job: Join a modern firm where your contributions truly matter and grow with us.
- Qualifications: 3+ years in accounting, AAT/ACCA/ACA qualified or equivalent experience.
- Other info: Dynamic environment with opportunities for professional development and mentorship.
About Accrue: Accrue Accounting is a new but fast growing accountancy practice based in Poole with an office in Derby. We operate nationwide providing accounting services to clients across the UK using technology to deliver that service. We provide fixed fee accounting solutions to owner managed businesses, contractors/freelancers and sole traders, specialising in smaller businesses where we can really make a difference. We pride ourselves on delivering high-quality, personalised services to help our clients achieve their financial goals.
Job Overview: We are seeking an experienced and client-focused Accountant to join our team as a Portfolio Manager. This role involves managing a portfolio of clients, providing comprehensive accounting and advisory services, and ensuring the highest standards of client satisfaction. The ideal candidate will have strong technical skills, excellent communication abilities, and a proven track record in client relationship management. You will report directly to the directors who will support and mentor you.
Key Responsibilities:
- Managing and servicing a portfolio of clients to an excellent standard
- Handling inbound queries from clients, and delivering great client service
- Develop and maintain strong relationships with clients, understanding their business needs and providing tailored solutions
- Providing advice and support to clients in relation to corporate and personal tax planning
- Reviewing accounts, corporation tax returns and personal tax returns prepared by junior members of staff
- Reviewing client records
- Supervise and mentor junior team members, providing guidance and support in their professional development
- Identify opportunities for business development and actively contribute to the growth of the firm
- Delivering the firm’s vision of how accountancy service should be
About you: We look for someone who fits with our drive to grow and deliver great service to our clients. The sky really is the limit here.
Requirements: We would look for the following experience:
- At least three years experience within an Accounting firm, or similar
- Qualified AAT or ACCA/ACA or demonstrable equivalent experience (candidates in late stage studies will also be considered)
- Knowledge of UK tax legislation and compliance requirements
- Experience in managing client portfolios and providing advisory services
- Strong attention to detail and ability to work accurately
- Commercially aware and able to understand the business impact of your role and actions
- Proven ability to manage multiple tasks and meet deadlines
- Self-motivated and proactive with the ability to work independently and as part of a team
Desirable:
- Experience with cloud accounting software - Xero and FreeAgent
- Experience in working with freelancers/contractors, sole traders and SMEs is also advantageous
What we offer: We are a modern and forward thinking accountancy firm and want to look after our people. Therefore we provide the following:
- 25 days holiday plus bank holidays (increasing 1 day per year of service up to 28 days)
- Hybrid working
- Casual Dress
- Company Events
- Free Parking on site
- Birthday off
- Private medical cover
- Company pension scheme
- Study support
- Eventual profit share with EOT (Employee Ownership Trust Exit)
- A chance to get involved in all aspects of a new business and develop as the business grows
Our hours are 9am-5.30pm Monday to Friday.
Senior Accountant in Poole employer: Contrast Accounting Limited T/A Accrue Accounting
Contact Detail:
Contrast Accounting Limited T/A Accrue Accounting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Accountant in Poole
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Senior Accountant role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience with client portfolios and tax planning. Share specific examples of how you've helped clients achieve their financial goals.
✨Tip Number 3
Be proactive! If you see a job opening that fits your skills, don’t just apply through the usual channels. Reach out directly to the company via our website and express your enthusiasm for the role. A personal touch can make all the difference!
✨Tip Number 4
Prepare for interviews by researching the company and its values. Accrue Accounting is all about delivering high-quality, personalised services, so think about how your experience aligns with that mission. Be ready to discuss how you can contribute to their growth!
We think you need these skills to ace Senior Accountant in Poole
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Accountant role. Highlight your experience in managing client portfolios and any relevant qualifications like AAT or ACCA/ACA. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for accounting and how you can contribute to our team. Mention specific experiences that demonstrate your client relationship management skills.
Showcase Your Tech Savvy: Since we use technology to deliver our services, mention any experience you have with cloud accounting software like Xero or FreeAgent. This will show us you’re ready to hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Contrast Accounting Limited T/A Accrue Accounting
✨Know Your Numbers
Brush up on your technical skills and be ready to discuss key accounting principles, especially those relevant to UK tax legislation. Familiarise yourself with common scenarios you might encounter in client portfolios, as this will show your expertise and readiness for the role.
✨Client-Centric Mindset
Prepare to demonstrate your ability to build and maintain strong client relationships. Think of examples where you've successfully managed client expectations or provided tailored solutions. This will highlight your client-focused approach, which is crucial for the Portfolio Manager position.
✨Showcase Your Leadership Skills
Since the role involves supervising and mentoring junior team members, be ready to share your experiences in guiding others. Discuss how you've supported colleagues in their professional development and how you can contribute to a positive team environment at Accrue.
✨Be Ready for Business Development
Think about ways you've identified opportunities for growth in previous roles. Prepare to discuss how you can contribute to Accrue's vision and help expand their services. Showing that you're proactive about business development will set you apart from other candidates.
