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For Companies At a Glance
- Tasks: Manage a prestigious portfolio and deliver tailored advisory services.
- Company: Forward-thinking accountancy practice with a focus on high net worth clients.
- Benefits: Competitive salary, flexible working, and a collaborative team environment.
- Other info: Opportunity for career growth in a dynamic and supportive workplace.
- Why this job: Join a specialist team and make a real impact on clients' financial success.
- Qualifications: Qualified accountant with experience in managing complex client portfolios.
The predicted salary is between 45000 - 55000 £ per year.
We’re recruiting an Accounts Manager in Dundee on behalf of a highly regarded and forward-thinking accountancy practice with a strong focus on Family Office, High Net Worth individuals, and Landed Estates. This is an excellent opportunity for a qualified accountant to manage a prestigious private client portfolio, deliver tailored advisory services, and play a key role within a collaborative and specialist team.
The Role
As Accounts Manager, you will take ownership of a specialist portfolio primarily comprising Family Office structures, High Net Worth individuals, trusts, and Landed Estates. You will be responsible for the timely and profitable delivery of work across a broad service offering, including:
- Year-end statutory accounts
- Management accounts
- Personal and corporate tax compliance
- VAT returns
- Trust and estate reporting
- Budgeting, forecasting, and cash flow planning
Given the complexity of the client base, you will develop a strong understanding of multi-entity structures, succession planning considerations, property and investment income, and long-term wealth preservation strategies. You will act as a trusted adviser and key point of contact, building long-term relationships with clients.
Accounts Manager – Dundee employer: Oscar Wood
Contact Detail:
Oscar Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Manager – Dundee
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy field, especially those who work with Family Offices or High Net Worth individuals. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of multi-entity structures and wealth preservation strategies. We want you to shine as a trusted adviser, so practice answering questions related to the specific needs of high net worth clients.
✨Tip Number 3
Don’t forget to showcase your soft skills! As an Accounts Manager, building long-term relationships is key. Be ready to discuss how you’ve successfully managed client portfolios and delivered tailored advisory services in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand. Let’s get you that Accounts Manager role in Dundee!
We think you need these skills to ace Accounts Manager – Dundee
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Accounts Manager role. Highlight your experience with Family Office structures and High Net Worth individuals, as this will show us you understand our client base.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific examples of how you've successfully managed similar portfolios in the past.
Showcase Your Qualifications: As a qualified accountant, don’t forget to mention your qualifications clearly. We want to see your credentials upfront, so make sure they stand out in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Oscar Wood
✨Know Your Numbers
As an Accounts Manager, you'll be dealing with complex financial data. Brush up on your knowledge of year-end statutory accounts, personal and corporate tax compliance, and VAT returns. Be ready to discuss specific examples from your past experience where you successfully managed these areas.
✨Understand the Client Base
Familiarise yourself with Family Office structures, High Net Worth individuals, and Landed Estates. Research common challenges they face and think about how you can provide tailored advisory services. This will show your potential employer that you're proactive and understand their clientele.
✨Demonstrate Your Advisory Skills
In this role, you'll act as a trusted adviser. Prepare to share instances where you've provided valuable insights or solutions to clients. Highlight your ability to build long-term relationships and how you've contributed to clients' wealth preservation strategies.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to managing client portfolios, their team dynamics, and how they support professional development. This not only shows your interest but also helps you gauge if the company is the right fit for you.