At a Glance
- Tasks: Manage a diverse portfolio of clients and oversee finance functions.
- Company: Join Price Bailey, a dynamic firm of chartered accountants and business advisors.
- Benefits: Enjoy 25 days annual leave, private medical, and flexible working options.
- Other info: Embrace diversity in a supportive environment that values your authentic self.
- Why this job: Make a real impact by supporting innovative businesses and building strong client relationships.
- Qualifications: ACA/ACCA/CIMA qualified with strong systems knowledge and team management experience.
The predicted salary is between 50000 - 60000 £ per year.
Make your career count. At Price Bailey, we provide exciting opportunities for training, personal growth and career engagement. We believe in fostering happiness and fulfilment in your work, whilst supporting and inspiring you to grow. We understand that your life extends beyond the workplace, which is why our Smart Working culture promotes flexibility, allowing you to choose when and where you work, whilst still providing excellent client care.
We are a well‑established, independently owned firm of chartered accountants and business advisors, offering a comprehensive range of services including audit, accounting, tax, and corporate finance. We proudly support a diverse client base across the UK and internationally, with a strong focus on entrepreneurial, owner‑managed businesses that share our passion for innovation.
Our Outsourcing department is rapidly evolving and has quadrupled in size over the past two years to meet the needs of its ever growing portfolio of clients, with further expansion plans in place as the team continues to grow. They typically work with moderately sized firms from a plethora of sectors that require our external expertise to help support them with operating their finance functions. This can be on specific elements, such as data‑entry and maintaining their books and records, support with VAT compliance, through to providing them with insightful management accounts. We can also offer a fully outsourced finance solution, which encompasses all aspects of an internal finance function.
We have a relationship centric approach and are trusted advisors to clients of all shapes and sizes, but they are typically owner managed businesses, giving you the opportunity to deal directly with the decision makers and to truly help shape the direction of their firm.
What will I be doing?
- Taking ownership for a mixed and demanding portfolio of clients.
- Managing the delivery of outsourcing assignments to include review of monthly/quarterly management accounting, preparing cash flow reports, budgets and projections, overseeing and review of bookkeeping, review of VAT returns and assisting clients with VAT queries and tax investigations.
- Acting as the overall engagement manager for a portfolio of clients, including liaising with teams across the firm to deliver annual accounting and corporation tax compliance, payroll, company secretarial and advisory services, alongside responsibility for billing and WIP management, KYC, and AML procedures.
- Onboarding of new clients, including system set ups and process reviews, advising both new and existing clients on optimum processes and suitable systems to achieve objectives laid out.
- Managing a team varied in role, from trainee accountants, assistant accountants and management accountants.
- Being the main contact with your client base, being their ‘go to' advisor and building those relationships.
- Taking responsibility for fee discussions and billing.
What experience do I need?
- ACA/ACCA/CIMA qualified (minimum criteria).
- Strong systems knowledge e.g. Xero, Dext, QBO, including implementation (minimum criteria).
- Experience in portfolio management, including overseeing delivery of fully outsourced finance functions, WIP management and billing.
- Up to date working knowledge of tax including MTD.
- Experience in fee discussions and pitching to prospective clients.
- Confident, articulate and an effective communicator at all levels.
- Team management experience, including line management.
- Good IT skills.
- Additional systems and implementation knowledge is desirable.
What's on offer?
- 25 days annual leave (with the option to buy/sell up to 5 days holiday)
- Private medical
- Contributory pension scheme
- 4x life assurance
- All employee share scheme
- Company car and fuel card via salary sacrifice
- Family friendly policies e.g. paid time off for dependents
- 2 days paid for volunteering
- Cycle to work scheme
- Employee Assistance Programme (EAP) including shopping discounts
Price Bailey aspires to recruit, develop and retain the most talented people, regardless of their social background, age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We are an equal opportunities employer and place inclusion at the heart of what we do. Our workplace is one where diversity is embraced and where everyone is empowered to be their authentic selves. Should you require any reasonable adjustments, please let us know in the appropriate section of your application. For candidates with a disability who meet the minimum criteria of the role, we also offer a guaranteed interview, which you can opt into as part of your application.
A polite note to recruitment agencies: Price Bailey will only accept CV's from recruitment agencies who have been briefed on specific roles by our Resourcing team and where contractual agreement exists already. We do not accept speculative CV's and agency fees will not be owed in these instances. Should you wish to be considered for our approved supplier list please contact recruitment@pricebailey.co.uk.
Outsourcing Manager (0438) employer: Price Bailey
At Price Bailey, we pride ourselves on being an excellent employer that champions personal growth and a fulfilling work-life balance. Our Smart Working culture allows for flexibility in your role as Oxford Office Lead, enabling you to thrive both professionally and personally while contributing to a dynamic team dedicated to delivering exceptional client service. With a strong commitment to diversity and inclusion, we offer a supportive environment where you can build a successful career and make a meaningful impact from day one.