You will take responsibility for your own client portfolio, ensuring a high standard of service delivery across accounts, tax and advisory matters, while working closely with Directors and junior team members.,
- Managing a portfolio of sole traders, partnerships and non-audit limited companies
- Acting as a main point of contact for clients, with regular telephone and face-to-face interaction
- Building strong, long-term client relationships
- Identifying opportunities to provide additional support and advice
Accounts & Compliance
- Reviewing accounts files prepared by trainees, assistants and seniors
- Reporting to Directors ahead of annual accounts meetings
- Ensuring assignments are completed accurately, efficiently and to deadline
- Advising clients on PAYE and VAT matters arising across the portfolio
- Overseeing day-to-day tax matters and involving specialists where needed
- Reviewing personal tax returns and related compliance work
- Identifying IHT and CGT issues and planning opportunities
- Generating new areas of advice and added value support
Team Contribution
- Working as part of a general practice team
- Supporting and guiding junior staff through file reviews and feedback
- Maintaining strong communication within the team to ensure smooth workflow
- ACA or ACCA qualified, or qualified by experience
- Experienced in UK accountancy practice, managing your own client portfolio
- Comfortable reviewing work and supporting junior team members
- Confident discussing accounts and tax matters directly with clients
- Organised and able to manage multiple deadlines
- Commercially aware, with the ability to spot issues and opportunities
A varied portfolio with long-standing client relationships
- A team-focused working environment
- Exposure to a broad range of general practice work
- Opportunities to develop advisory skills alongside compliance
- A role with real responsibility and client contact
Salary & Benefits
- The salary package will be competitive, depending upon the level of qualification and experience. You will have an opportunity to progress and develop where applicable.
- Hybrid working with fully hosted systems
- Progression opportunities
- Employee Assistant Programme
- Cycle to work scheme
- Electric car salary sacrifice scheme
- Holiday purchase
- Varied and successful clients, client contact and interaction
- Modern offices and working practices
- Social events
- Medical cash plan
- Enhanced pension scheme
- Group life assurance
- Charity events and paid volunteering day
#J-18808-Ljbffr
