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- Tasks: Manage client portfolios and deliver top-notch accounting services with a personal touch.
- Company: Join Accrue Accounting, a fast-growing firm in Poole with a modern approach.
- Benefits: Enjoy 25 days holiday, hybrid working, private medical cover, and profit-sharing opportunities.
- Why this job: Make a real impact on small businesses while developing your career in a supportive environment.
- Qualifications: 3+ years in accounting, AAT/ACCA/ACA qualified or equivalent experience.
- Other info: Be part of a dynamic team with excellent growth potential and mentorship.
The predicted salary is between 35000 - 50000 £ per year.
Accrue Accounting is looking to make a cornerstone hire.
About Accrue: Accrue Accounting is a new but fast growing accountancy practice based in Poole. We operate nationwide providing accounting services to clients the length and breadth of the UK using technology to deliver that service. We provide fixed fee accounting solutions to owner managed businesses, contractors/freelancers and sole traders, purposefully 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
- 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.
- High level of attention to detail and accuracy.
- 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:
- 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 standard hours are 9am - 5.30pm Monday to Friday.
Senior Accountant / Client Manager 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 / Client Manager in Poole
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local 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 management and tax planning. Use real examples to demonstrate how you've made a difference for your clients.
✨Tip Number 3
Don’t be shy about following up! After an interview or networking event, drop a quick email to thank them for their time and reiterate your interest. It shows you're keen and keeps you on their radar.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are excited about joining Accrue Accounting. Plus, it gives you a chance to showcase your enthusiasm for our mission and values.
We think you need these skills to ace Senior Accountant / Client Manager 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 explain why you’re passionate about working with smaller businesses and how you can contribute to our vision at Accrue Accounting. Let us know what makes you the perfect fit!
Showcase Your Client Management Skills: Since this role involves managing a portfolio of clients, be sure to highlight your experience in client relationship management. Share specific examples of how you've provided tailored solutions and excellent service in the past.
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 get to know you better. Don’t miss out on this opportunity to join our growing team!
How to prepare for a job interview at Contrast Accounting Limited T/A Accrue Accounting
✨Know Your Numbers
Brush up on your accounting knowledge, especially UK tax legislation and compliance requirements. Be ready to discuss specific scenarios where you've successfully managed client portfolios or provided advisory services. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained strong relationships with clients. Think about times when you tailored solutions to meet their business needs. This is crucial for the role, so demonstrating your client-focused approach will set you apart.
✨Be Ready to Discuss Technology
Since Accrue Accounting uses technology to deliver services, be prepared to talk about your experience with cloud accounting software like Xero or FreeAgent. If you’ve worked with freelancers, contractors, or SMEs, share those experiences to highlight your relevant skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Ask about the firm's vision for growth or how they support the professional development of their team. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
