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For Companies At a Glance
- Tasks: Manage your own client portfolio and ensure accurate bookkeeping.
- Company: Join an award-winning, modern accountancy practice in South Oxfordshire.
- Benefits: Enjoy hybrid working, profit share, and clear career progression.
- Why this job: Be part of a dynamic team and make a real impact on clients' businesses.
- Qualifications: 2+ years in accountancy, strong Xero knowledge, and AAT Level 3+.
- Other info: Opportunity to grow into a Client Manager role as the firm expands.
The predicted salary is between 36000 - 60000 £ per year.
Directive Finance is an award-winning, modern and fast-growing accountancy practice based in Wallingford, South Oxfordshire. We work with ambitious business owners who value clarity, responsiveness, and high standards. We are cloud-based, systems-driven, and focused on building long-term client relationships.
The Role
You will own your own portfolio of small business clients and take responsibility for ensuring their bookkeeping is complete, accurate, and ready for management reporting and year-end delivery. You will work closely with the founder and our Practice Accountant, with clear processes in place, but full autonomy in managing your clients day to day.
What You’ll Be Responsible For
- Managing a portfolio of clients
- Bookkeeping through to trial balance
- Preparing and reviewing VAT returns
- Raising queries directly with clients and proactively chasing missing records
- Reconciling bank, control, and balance sheet accounts
- Supporting management accounts preparation
- Identifying inefficiencies and suggesting improvements in client systems
- Supporting smooth year-end handovers
You’ll be trusted to own your work and manage your time effectively.
Minimum Requirements
- 2 years’ experience in an accountancy practice
- Experience managing multiple clients simultaneously
- Strong working knowledge of Xero (certification beneficial)
- Confident preparing VAT returns and working to trial balance
- Comfortable communicating directly with business owners
- AAT Level 3+ or qualified by experience
You’ll Thrive Here If You:
- Enjoy owning your own portfolio
- Take pride in tidy, accurate work
- Are highly organised and detail-oriented
- Like solving problems before escalating them
- Are confident speaking to clients and asking the right questions
- Want to grow within a modern, ambitious firm
What We Offer
- Full-time position
- Hybrid working (South Oxfordshire office + home working)
- Travel contribution to support office commuting
- Clear systems and structured processes
- Profit share scheme based on company and individual performance
- Opportunity to grow into a Client Manager role as the firm expands
We are building a long-term team. This is a key hire in our next growth phase.
How To Apply
Please send your CV and a short cover letter to: beatriz@directivefinance.co.uk
Include why you’re interested in joining Directive Finance, your experience within practice, and an example of how you’ve managed a client portfolio.
Senior Practice Bookkeeper / Portfolio Accountant in Oxford employer: Directive Finance Ltd
Contact Detail:
Directive Finance Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Practice Bookkeeper / Portfolio Accountant in Oxford
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about letting people know you’re on the hunt for a Senior Practice Bookkeeper role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! If you’ve got experience with Xero or managing client portfolios, make sure to highlight that in conversations. Bring examples of how you’ve improved processes or solved problems in past roles to really impress potential employers.
✨Tip Number 3
Don’t just apply anywhere—apply through our website! We love seeing candidates who are genuinely interested in joining Directive Finance. Tailor your approach to show how you align with our values of clarity and responsiveness.
✨Tip Number 4
Prepare for interviews by practising common questions related to bookkeeping and client management. Think about how you can demonstrate your organisational skills and attention to detail, as these are key traits we’re looking for in our next team member.
We think you need these skills to ace Senior Practice Bookkeeper / Portfolio Accountant in Oxford
Some tips for your application 🫡
Show Your Passion: When writing your cover letter, let us know why you're excited about joining Directive Finance. We love seeing genuine enthusiasm for our modern approach and the chance to work with ambitious business owners.
Tailor Your CV: Make sure your CV highlights your experience in managing client portfolios and your bookkeeping skills. We want to see how your background aligns with what we do, so don’t be shy about showcasing your relevant achievements!
Be Specific: In your application, give us concrete examples of how you've handled bookkeeping tasks or improved client systems in the past. Specifics help us understand your problem-solving skills and how you can contribute to our team.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Directive Finance Ltd
✨Know Your Numbers
Brush up on your bookkeeping skills and be ready to discuss your experience with managing client portfolios. Be prepared to share specific examples of how you've handled VAT returns and reconciled accounts, as this will show your expertise and confidence in the role.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, think of ways to demonstrate how you manage multiple clients simultaneously. Bring examples of systems or processes you've implemented to keep your work tidy and efficient, which will resonate well with their focus on clarity and high standards.
✨Communicate Like a Pro
Practice articulating your thoughts clearly and confidently, especially when discussing how you interact with business owners. Prepare to answer questions about how you handle client queries and chase missing records, as effective communication is key in this role.
✨Embrace the Modern Approach
Directive Finance values a cloud-based, systems-driven approach, so be ready to discuss your familiarity with Xero and any other relevant technologies. Highlight your adaptability and willingness to embrace new tools that can improve efficiency and client relationships.