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For Companies At a Glance
- Tasks: Manage client portfolios and deliver top-notch accounting services.
- Company: Fast-growing accountancy practice in Poole, embracing technology for client success.
- Benefits: 25 days holiday, casual dress, private medical cover, and profit share opportunities.
- Why this job: Join a modern firm where you can make a real impact and grow your career.
- Qualifications: 3+ years in accounting, AAT/ACCA/ACA qualified or equivalent experience.
- Other info: Supportive environment with mentorship and opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a new but fast-growing accountancy practice based in Poole, Dorset. They operate nationwide providing accounting services to clients the length and breadth of the UK using technology to deliver that service. They provide fixed fee accounting solutions to owner managed businesses, contractors/freelancers and sole traders, purposefully specialising in smaller businesses where they can really make a difference. We pride ourselves on delivering high-quality, personalised services to help our clients achieve their financial goals.
Job Overview
Our client is seeking an experienced and client-focused Accountant to join the 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
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
- High level of attention to detail and accuracy
- Self-motivated and proactive with the ability to work independently and as part of a team
- Experience with cloud accounting software - Xero and Free Agent
- 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)
- 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
- Working hours are 9am-5.30pm Monday to Friday
Senior Accountant – Poole / Hybrid – Job Ref: 26008 employer: Howard Lock Consulting Ltd
Contact Detail:
Howard Lock Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Accountant – Poole / Hybrid – Job Ref: 26008
✨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 you engage, the better your chances of landing that Senior Accountant role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of how you've managed client portfolios and provided tailored solutions. Let them see the value you can bring to their team.
✨Ask Questions
During interviews, make sure to ask insightful questions about the company and its clients. This shows you're genuinely interested and helps you understand if it's the right fit for you. Plus, it gives you a chance to showcase your knowledge of the industry!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Accountant – Poole / Hybrid – Job Ref: 26008
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your accounting expertise, client management experience, and any relevant qualifications like AAT or ACCA/ACA. We want to see how you can make a difference!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Senior Accountant role. Share specific examples of how you've managed client portfolios and provided tailored solutions in the past. Let us know what excites you about joining our team!
Showcase Your Tech Savvy: Since we use technology to deliver our services, mention your experience with cloud accounting software like Xero and Free Agent. If you've worked with freelancers, contractors, or SMEs, be sure to highlight that too. We love candidates who are comfortable with tech!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re keen to join our modern and forward-thinking firm!
How to prepare for a job interview at Howard Lock Consulting Ltd
✨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 while managing client portfolios, as this will show your expertise and confidence.
✨Client-Centric Mindset
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you provided tailored solutions or went above and beyond to meet a client's needs. This will demonstrate your client-focused approach, which is crucial for the role.
✨Showcase Your Leadership Skills
Since the role involves mentoring junior team members, be ready to discuss your experience in guiding others. Share instances where you've supported colleagues in their professional development or led a project, highlighting your ability to foster a collaborative environment.
✨Be Proactive About Business Development
Think of ways you've identified opportunities for growth in previous roles. Prepare to discuss how you can contribute to the firm's vision and help expand their client base. Showing that you're commercially aware and eager to drive business forward will set you apart.
