Job Level
Mid-LevelSenior
About the role
- Manage a portfolio of clients, acting as their main point of contact.
- Oversee the preparation and review of statutory accounts, management accounts, VAT returns, and tax filings.
- Provide proactive advice on tax planning, cashflow, and business growth strategies.
- Ensure all compliance deadlines are met and work is delivered accurately and on time.
- Build and maintain strong client relationships through regular communication.
- Identify opportunities to provide added value through advisory services.
- Support new client onboarding and ensure a smooth transition.
- Stay updated on accounting standards, tax legislation, and compliance requirements.
- Collaborate with colleagues to improve processes and deliver an excellent client experience.
Requirements
- ACA/ACCA qualified (or equivalent), or qualified by experience in practice.
- Proven experience managing a portfolio of clients within an accountancy firm.
- Sound knowledge of UK accounting standards, tax compliance, and financial reporting.
- Proficient in accounting software (e.g., Xero, QuickBooks, Sage) and MS Office.
- Excellent organisational skills with the ability to prioritise workload and meet deadlines.
- Client-focused, with strong communication and relationship management skills.
- Detail-oriented, accurate, and proactive in problem-solving.
- A trusted advisor who can explain complex issues clearly.
- Professional, approachable, and collaborative.
- Commercially aware with the ability to spot opportunities to support client growth.