About Our Client
Our client is a successful firm of accountants and business advisory with a local feel yet a national presence.
Their mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to their continued growth.
People are at the core of their business helping them drive their business forward. They are able to offer future-focused career opportunities whilst supporting the individual specialisms.
Job Description
1. Managing a portfolio of clients, leading client meetings, and advising clients.
2. Manage all aspects of client relationship including quoting, agreeing services, invoicing, payment method, and annual engagement renewal.
3. Assist in the production of Management and Annual Accounts, forecasts, and performance reports.
4. Build strong relationships with professional contacts, e.g., IFA's, solicitors, and financial institutions to encourage referrals and access funding and support for clients.
5. Mentor team, providing feedback, training, and support to ensure accurate, efficient, and profitable service.
6. Report to the Directors on portfolio performance and internal targets set.
The Successful Applicant
* Demonstrates extensive knowledge and application of current UK accounting standards, tax legislation, technical issues, and related matters, and updates team on new developments and standards.
* Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organised, strategic.
* Good working knowledge of Excel and ability to learn and use bookkeeping packages such as Sage, Xero, QuickBooks, etc.
* ACCA or ACA qualified.
* 3+ years of experience working in a Practice post qualification.
* Experience of overseeing/managing a portfolio of £300k +.
What's on Offer
* Company Pension Scheme
* 25 days of annual leave + bank holidays
* Additional annual leave days from certain levels of seniority
* Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
* Business closure over Christmas*
* Life Assurance x4 annual salary
* Enhanced family leave policies
* Enhanced Company Sick Pay
* Employee Assistance Programme - 24/7 support, free and confidential
* Corporate Discounts Platform
Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
* PMI single or family
* Critical Illness Cover
* Cash plan
* Cycle to work
* Eye care
* Dental
*subject to exceptions and business needs
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