Senior Accountant in Havant

Senior Accountant

Location: Waterlooville, Hampshire

Salary: £44,000 - £50,000 DOE

Hours: Full time (37.50 hours) – Office based (2 days WFH available)

Contract: Permanent

Reporting to: Accountancy Manager

Job Purpose

Are you looking to join a rapidly growing, dynamic, and commercially savvy Accountancy Practice where there is no such thing as a silly question, time and talent are respected, there are endless opportunities to learn and develop, and alternative perspectives are welcome? If so, we would love to have a conversation with you about joining our thriving team.

Key Responsibilities

• Prepare, send and submit accounts & tax returns for a portfolio of clients, including Sole Traders, Partnerships and Limited Companies.
• Provide training, mentorship and technical guidance to the accounting team (and wider businesses where appropriate).
• Check and review accounting and taxation work produced by the team, providing constructive feedback and training.
• Lead and role‑model behaviour aligned with our company values to the accountancy team.
• Communicate with clients via phone, email, social media and in person, including chasing records.
• Onboard new clients and integrate them into the portfolio – this will include bookkeeping, compliance etc. to then be handed over to the relevant department.
• Assess and advise clients on their tax position, and optimise and plan the tax efficiency of clients.
• Review and advise clients on advisory level, including cash‑flow, budgets, pricing etc. (further training on our advisory systems will be provided).
• Complete, review and prepare bookkeeping, VAT returns and CIS where required.
• Prepare and execute year‑end client meetings.
• Carry out and deliver client fee reviews.
• Maintain electronic filing of books and records internally as well as management of client administration and records.
• Act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
• Provide external training (e.g., client bookkeeping training and as applicable as per our company values).
• Manage and maintain professional development and learning, including any relevant CPD required by the professional body.
• Ensure and update HMRC/Companies House statutory information is accurate.

Person Specification

Relevant Experience

• Full membership to a chartered professional body (AAT, ATT, ACCA, etc.).
• Extensive experience spanning 5+ years in practice, overseeing a broad client base and delivering work directly in a dynamic environment.
• Ability to prepare, review and check accounts & tax returns for clients in a review stage, including Sole Traders, Partnerships and Limited Companies.
• Experience working with Xero, QuickBooks, DEXT and Free Agent to produce client work.
• Sound understanding and working knowledge of tax.

Skills

• Proficient in Microsoft Word and Excel.
• Effective time‑management skills with the ability to work to tight deadlines and handle emerging priorities without compromising attention to detail.
• Confident in providing advice and making recommendations to clients, breaking down complex information for both written and verbal communication.
• Proactively seeks information when needed from colleagues and clients to enable a seamless service with a curious approach and hunger for knowledge.

Personal Attributes

• Friendly and professional, able to communicate effectively at all levels internally and externally, and committed to exemplary customer care.
• A fun and outgoing attitude with a desire to support the growth of a thriving business while pursuing professional development.
• An advocate for continued professional development, constantly curious and willing to seek advice and act upon feedback.
• Takes pride in professional appearance and positively represents the brand.

Flexibility and General Duties

This job description is indicative of the range of current duties and responsibilities for the post; it is not comprehensive. Duties may change to reflect organisational change, and the role requires flexibility to meet evolving needs. All changes will be discussed with the post holder. The description will be reviewed annually.

To attend training and development deemed necessary for the post in agreement with the line manager, and to willingly undertake any other tasks reasonably requested by line managers and comply with all employee policies and procedures.