Old Mill

Client Partner

• Manage your own portfolio within the team, delivering high-quality accountancy and tax services.
• Work closely with the Tax Team and Adviser to handle more complex tax advisory work, ensuring it meets deadlines and standards for senior review.
• Support the Adviser by preparing and managing non-compliance work, easing the workload, and ensuring smooth delivery of client services.
• Oversee the preparation, execution, and sign-off on accounts and tax work to ensure accuracy and compliance.
• Proactively identify opportunities to add value for both clients and the firm, collaborating with specialists across the business to meet clients' needs.

Client Manager – Tax

• Take on tax-specific work within the wider rural portfolio, collaborating closely with the Rural Advisers and liaising with the Tax Team.
• Work with the Rural Advisers to address the unique tax needs of rural businesses, ensuring deadlines and compliance requirements are met.
• Support the Rural Advisers in preparing tax-related reports, accounts, and non-compliance work.
• Review and oversee the preparation of tax returns and accounts, focusing on delivering accurate, timely, and tailored advice.
• Proactively identify opportunities to add value to rural businesses, offering practical tax solutions.
• Build strong, long-term relationships with rural clients, providing expert guidance on tax and broader accountancy matters.

Senior Accounts and Tax

• Lead tax-specific work within the wider rural portfolio
• Collaborate closely with the Rural Advisers and liaise with the Tax Team
• Support the Rural Advisers in preparing tax-related reports, accounts, and non-compliance work
• Review and oversee the preparation of tax returns and accounts
• Identify opportunities to add value to rural businesses
• Build strong, long-term relationships with rural clients.

Accounts and Tax Assistant Manager

Learning and Development

• Designing, developing and delivering technical training programmes aligned with regulatory and business requirements
• Ensuring training materials remain accurate, current and reflective of legislative and professional changes
• Coordinating external training provision
• Planning and overseeing CPD requirements and monitoring completion throughout the year
• Acting as the firm’s Qualified Person Responsible for Training (QPRT)
• Delivering ethics training for ACA trainees
• Leading ICAEW Approved Employer visits
• Supporting induction and ongoing development for accountancy professionals across the firm
• Evaluating training impact and using data and feedback to drive continuous improvement

Technical Training Manager

Compliance

• Develop and implement compliance policies and procedures that align with accounting regulations and standards.
• Evaluate the effectiveness of existing compliance programs, identify areas of improvement, and implement necessary changes.
• Conduct compliance audits and reviews to ensure adherence to internal policies and external regulations.
• Assist with the adherence to legislative and regulatory matters.
• Stay informed about legislative and regulatory requirements.
• Train and educate staff on compliance matters.
• Engage in the annual CPD planning process to identify relevant and sufficient CPD for the teams.
• Monitor staff CPD records on an ongoing basis to ensure CPD is being carried out and evidenced appropriately, and ICAEW CPD regulations are being complied with.
• There is also the opportunity to expand the role to include assisting with the design and production of training material to include recommending appropriate topics for inclusion.

Accountancy Compliance Manager/Supervisor

Financial Planning and Analysis

• Managing and maintaining accurate client records using our back-office systems.
• Preparing documents and reports to support client meetings and advice provision.
• Ensuring compliance with financial regulations through precise data handling.
• Acting as a first point of contact for clients, delivering prompt and professional communication.

Client Manager – Tax

Senior Accounts and Tax

Accounts and Tax Assistant Manager

Technical Training Manager

Accountancy Compliance Manager/Supervisor

Financial Planning Administrator