At a Glance
- Tasks: Manage client portfolios, oversee accounts, and support a dynamic team.
- Company: Established accountancy practice in Ferndown with growth opportunities.
- Benefits: Competitive salary, commission, 25 days holiday, and professional development.
- Other info: Join a supportive environment with excellent career progression.
- Why this job: Take charge of your own client portfolio and make a real impact.
- Qualifications: 3+ years in accountancy, strong client management, and team leadership skills.
The predicted salary is between 39600 - 48400 £ per year.
Location: Ferndown, Dorset
Salary: £32,500 basic + commission, OTE up to £45,000
Job Type: Full-time, Permanent
Working Pattern: Office-based
The Opportunity
We are recruiting on behalf of an established and growing accountancy practice in Ferndown looking for an experienced Practice Accountant to step into a Client Director / Senior Accountant position. This is a client-facing role combining portfolio management, accounts and tax review, team supervision and business development. It would suit an experienced practice professional who is confident managing their own clients and is ready to take greater responsibility for a small team. You'll have ownership of a portfolio of clients, ensuring deadlines and service standards are achieved while acting as a trusted point of contact for your clients.
Key Responsibilities
- Take responsibility for and manage a portfolio of clients.
- Build strong relationships and act as a key point of contact for clients.
- Manage day-to-day client requirements, queries and deadlines.
- Attend meetings with prospective clients and prepare quotations for services.
- Review statutory accounts and Corporation Tax computations.
- Oversee the timely preparation and submission of accounts and VAT returns.
- Allocate incoming work across the accounting team and manage workloads.
- Supervise, support and train junior team members.
- Provide guidance across bookkeeping, VAT and accounts production.
- Monitor deadlines and ensure client work is completed accurately and on time.
- Monitor internal service levels and report on performance.
- Identify opportunities to provide additional services and support to existing clients.
About You
We're looking for someone with:
- A minimum of 3 years' experience within an accountancy practice.
- Strong accounts preparation and review experience.
- A good working knowledge of UK taxation, VAT and Corporation Tax.
- Previous experience managing your own portfolio of clients.
- Confidence dealing directly with clients and providing a high level of service.
- Experience supervising, mentoring or developing junior members of staff.
- The ability to manage workloads and competing deadlines.
- Strong attention to detail and accuracy.
- Excellent communication and organisational skills.
- A proactive, commercially minded approach.
You may be AAT, ACCA or ACA qualified or part-qualified, although strong relevant practice experience will be particularly important.
What's on Offer?
£32,500 basic salary + commission. OTE up to £45,000. 25 days' holiday plus.
Personal Accountant/ Client Director in London employer: Interaction - Letchworth
Join a well-established and growing accountancy practice in Ferndown, where you will thrive in a supportive work culture that values professional development and client relationships. With competitive salary packages, generous holiday allowances, and opportunities for mentorship, this role as a Client Director offers a rewarding career path in a vibrant community. Experience the unique advantage of working in a collaborative environment that prioritises both employee growth and exceptional client service.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Accountant/ Client Director in London
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We think you need these skills to ace Personal Accountant/ Client Director in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Interaction - Letchworth.
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Research and Reflect:Before hitting that 'apply' button on Interaction - Letchworth's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Interaction - Letchworth
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Interaction - Letchworth.
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Before your interview, reach out to current or former Interaction - Letchworth employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.