Senior Accountant Client Manager

Job Description

The Role: What youll be doing

Client portfolio ownership (compliance delivery)

• Preparation and filing ofyear-end accountsandcorporation tax computations/returnsforlimited companies LLPs partnerships and sole traders
• Preparation and filing ofSelf Assessmentandpersonal tax computations/returns
• Preparation and filing ofCapital Gains Tax computations
• Support withR&D tax claimswithin accounts and tax returns (where applicable)
• Completing compliance work within810 weeks after the period end in line with internal target dates
• Providing practicaltax planningto reduce the burden of taxation for businesses and owners
• Completing theinitial reviewof year-end assignments and tax work prior to manager/Director review

Outsourcing & advisory (value-add work)

• Managing a portfolio forbookkeeping VAT and management accounts
• Reviewing bookkeeping VAT returns and management accounts for accuracy prior to manager review
• Ensuring client records are received on time and returned promptly once work is completed
• Supporting payroll services across the wider client base (as needed)
• Preparation review and filing ofP11D returns
• Producingmanagement information and performance analysiswithin1020 working daysafter period end
• Supporting clients to improve profitability and efficiency through better controls and systems
• Assisting withcashflow managementand use of appropriate cloud software/apps
• Preparingbudgets forecasts and integrated projections(P&L balance sheet cashflow)
• Preparingbreak-even analysis business plans and supporting finance-raising discussions
• Conductingbusiness valuations(where required)

People process and practice development

• Supporting Directors/Associate Directors/Senior Client Managers with portfolio delivery
• Coaching and developing junior team members (Client Accountants/Senior Client Accountants/trainees)
• Training colleagues and clients oncloud accounting systems and apps
• Helping drive the practices adoption and development ofcloud accountingand supporting applications
• Supporting billing processes and keeping portfolio admin accurate and up to date

What were looking for (requirements)

Essential

• 5 years UK accountancy practice experience(this role is not suited to industry-only backgrounds)
• Strong hands-on experience preparingyear-end accounts and UK tax returnsacross a mixed client base
• Confident managing deadlines and client communication across your own portfolio
• Working knowledge ofXeroand cloud accounting workflows
• Experience using UK compliance software such asTaxCalc(or similar)

Ideal

• AAT and/or ACCA qualified part-qualified or QBE
• Experience reviewing work prepared by others and supporting junior staff development
• Comfortable producing and explainingmanagement accounts and performance insights to clients

Salary benefits and working arrangements

• Salary: (dependent on experience and portfolio responsibility)
• Rewards incentive scheme: % bonus linked to your involvement in sourcing/signing new business (based on a percentage of first-year fees)
• Hybrid working
• Flexi-time working
• 25 days holiday(includes 3 days at Christmas/New Year when the office is closed)
• Extra days leave for your birthday
• Additional annual leave after 3 years service(up to30 daysmaximum)
• Dress Down Fridaysmart business casualdress code
• Regular team socials
• Private medical insuranceafter2 years service
• Clear scope to grow into broaderadvisory portfolio leadership and mentoring responsibility as the client base expands

Interested Apply confidentially