At a Glance
- Tasks: Manage a portfolio of SME clients, providing high-quality accounting and advisory services.
- Company: Dynamic accountancy firm focused on supporting ambitious SMEs and entrepreneurs.
- Benefits: Competitive salary, flexible working, ongoing professional development, and a supportive team culture.
- Other info: Collaborative environment with opportunities for career advancement and personal development.
- Why this job: Join a modern practice and make a real impact on client growth and success.
- Qualifications: ACA/ACCA qualified or equivalent experience with strong client management skills.
The predicted salary is between 45000 - 55000 £ per year.
Our client works closely with ambitious SMEs, founders/business owners, and entrepreneurs across the UK. They are more than accountants; they are trusted business advisors helping clients grow through proactive strategic support, cloud technology, and financial insight. They pride themselves on building long-term relationships, delivering exceptional client service, and creating a collaborative environment where their team can develop professionally and personally.
As they continue to grow, we are looking for an experienced and commercially minded Senior Client Accountant to join our team.
Location: Milton Keynes / Hybrid Working 4/1 Available
Employment Type: Full-Time 40 Hours per Week
The Role: This is a client-facing role responsible for managing a portfolio of SME clients and delivering high-quality accounting, tax, and advisory services. You will work closely with the leadership team to ensure client deadlines are met, maintain excellent client relationships, supervise junior team members, and identify opportunities to improve processes and add value to clients. This role would suit an experienced practice accountant who enjoys working directly with founders/business owners and wants to play an active role in a growing modern accountancy practice. You will manage a portfolio of ambitious SME clients using Xero and cloud tools, working directly on advisory and growth projects.
Key Responsibilities:
- Client Management & Advisory: Manage a portfolio of SME clients across a range of industries. Build and maintain strong client relationships through proactive communication and support. Provide clients with financial insight and practical business advice. Identify opportunities to improve client systems, processes, and financial reporting. Support clients with budgeting, cashflow forecasting, and management reporting. Liaise professionally with HMRC, Companies House, banks, and other third parties where required.
- Accounts & Tax: Prepare and review statutory accounts under FRS 102 and FRS 105. Prepare and review corporation tax computations and CT600 submissions. Prepare management accounts and financial reports for clients. Conduct variance analysis and discuss findings with clients. Review VAT returns. Ensure all assignments are completed accurately and within agreed deadlines. Maintain high technical and compliance standards across all client work.
- Team Leadership & Review: Review bookkeeping, VAT, and accounts preparation completed by junior team members. Provide guidance, mentoring, and technical support to junior colleagues. Assist with workflow management and resource planning. Support training and development within the team. Promote a positive, collaborative, and high-performing culture.
- Systems & Process Improvement: Work confidently with cloud accounting software including Xero, Dext, and other digital tools. Support implementation of efficient systems and automation opportunities. Identify opportunities to improve internal processes and client workflows. Maintain accurate time recording and job management records.
- Company Secretarial & Compliance: Assist with Companies House filings and company secretarial matters. Maintain awareness of Companies Act requirements and UK compliance obligations. Support onboarding and engagement renewal processes for clients. Ensure confidentiality and GDPR compliance are maintained at all times.
Skills & Experience Required:
- Essential: ACA / ACCA qualified or qualified by experience. UK Practice experience within an accountancy firm is preferred. Strong technical knowledge across accounts, corporation tax, VAT, and personal tax. Experience managing a portfolio of SME clients independently. Strong working knowledge of Xero and cloud accounting systems. Excellent communication and client relationship management skills. Strong attention to detail and organisational skills.
- Desirable: Experience using AI, Dext, Engager, TaxCalc, or similar practice software. Experience supervising or mentoring junior staff. Exposure to management accounts and advisory-focused services. Knowledge of funding, forecasting, or business planning support.
What Is on Offer:
- Competitive salary based on experience.
- Flexible working opportunities.
- Ongoing professional development and CPD support.
- Exposure to a varied and ambitious SME client base.
- Opportunity to grow within a modern and expanding practice.
- Friendly, collaborative, and supportive working environment.
Senior Client Accountant in Milton Keynes employer: Success Moves
Join a dynamic and forward-thinking accountancy practice in Milton Keynes, where we prioritise professional growth and foster a collaborative work culture. As a Senior Client Accountant, you will enjoy flexible working arrangements, competitive salary packages, and the opportunity to work closely with ambitious SMEs, providing strategic insights that drive their success. Our commitment to employee development and a supportive environment makes us an exceptional employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Accountant in Milton Keynes
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Success Moves. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Client Accountant in Milton Keynes
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 Success Moves.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Success Moves'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 Success Moves
✨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 Success Moves.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Success Moves will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Success Moves 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.
