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- Tasks: Manage client portfolios and provide expert accounting support in a dynamic team.
- Company: Join a fun, innovative firm with a collaborative culture.
- Benefits: Enjoy a competitive salary, hybrid work, and opportunities for professional growth.
- Other info: Great chance to develop your career in a supportive environment.
- Why this job: Make a real impact by helping clients make informed business decisions.
- Qualifications: 2-3 years in accounting, strong communication skills, and attention to detail.
The predicted salary is between 40000 - 50000 £ per year.
Employment type: Full-time, Hybrid
Your new role: This is an exciting role within a fun and dynamic team, where you'll work with a varied portfolio of clients across outsourced services. This role is client-facing and therefore requires fantastic levels of communication and the ability to build long-term professional relationships with clients and internal teams. There is the requirement to manage deadlines, complex technical accounting queries and the ability to review the work of others within the team. You will be a vital part of the team, providing accurate, timely information to clients, enabling them to make informed business decisions.
Duties & key responsibilities
- Client manager responsibilities for a portfolio of clients
- Preparation of proposals for new and existing clients
- Preparation and reviewing of VAT returns
- Preparation and reviewing of management accounts
- Preparation of CIS returns
- Preparation of statutory reporting
- Year-end opening balance adjustments
- Preparation of Corporation Tax returns
- Company secretarial services
- Reviewing work from a Client Assistant and Semi Senior prior to publishing this within Xero or relevant accounting system
- Go to person for client queries and running client meetings
- Software support for clients Xero and app setups/training
- Budgets/forecasts with clients
- Training Client Assistant and Semi Senior Adviser roles
- Ad hoc projects
Skills & abilities
- Ability to communicate with direct line managers
- Ability to communicate clearly and concisely with clients
- Ability to outline objectives for more junior team members, articulating the budget, requirement and deadlines concisely
- Good accounting knowledge - specifically FRS 102 + 1a
- Use of IRIS, Xero, Excel preferable but not essential
Knowledge & experience
- GCSE's (or equivalent) in Maths, English
- Previous experience within an accounting practice 2-3 years minimum
- An accounting qualification
Personal attributes
- Attention to detail
- Team player/social
- Good communicator
- Articulate
- Ability to manage workloads
- Ability to meet deadlines
- Ability to train others
Refer to competency framework for specific behavioural indicators.
Senior Client Advisor in Plymouth employer: Wilson Partners
Contact Detail:
Wilson Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Advisor in Plymouth
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or at industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Client Advisor role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to client management and accounting. We suggest doing mock interviews with friends or using online resources to boost your confidence and communication skills.
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work or case studies that highlight your ability to manage client portfolios and solve complex queries. We want to see how you can add value to our team!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Client Advisor in Plymouth
Some tips for your application 🫡
Show Off Your Communication Skills: Since this role is all about client interaction, make sure your application highlights your communication skills. Use clear and concise language to demonstrate how you can build relationships and manage client expectations.
Tailor Your Experience: We want to see how your past experiences align with the responsibilities of the Senior Client Advisor role. Be specific about your previous work in accounting practices and how it relates to managing client portfolios and preparing financial documents.
Highlight Your Team Spirit: This position requires a team player who can also lead and train others. Share examples of how you've collaborated with colleagues or mentored junior team members in your application to show us you're the right fit for our dynamic team.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this exciting opportunity!
How to prepare for a job interview at Wilson Partners
✨Know Your Clients
Before the interview, research the company’s client portfolio and understand their industries. This will help you demonstrate your ability to build long-term relationships and show that you’re genuinely interested in their clients' needs.
✨Showcase Your Communication Skills
Since this role is client-facing, practice articulating your thoughts clearly and concisely. Prepare examples of how you've effectively communicated with clients or managed complex queries in the past to highlight your skills.
✨Demonstrate Technical Knowledge
Brush up on your accounting knowledge, especially FRS 102 + 1a, and be ready to discuss your experience with software like Xero and IRIS. Being able to talk confidently about these topics will set you apart from other candidates.
✨Prepare for Team Dynamics
Think about your experiences working in teams and how you’ve trained or supported junior members. Be ready to share specific examples that showcase your teamwork and leadership abilities, as these are crucial for the role.