Your new company
- This accountancy practice prides themselves on their client approach, they put their clients' needs first and are willing to post other duties aside for their portfolios. A close-knit team of around 20 who enjoy working collaboratively and getting the best out of their working day.
Your new role
- To prepare, send and submit accounts & tax returns for our clients, including Sole Traders, Partnerships and Limited Companies.
- To communicate as required with clients via phone, email, social media and in person, including chasing records.
- To onboard new clients and integrate them into your portfolio - this will include bookkeeping, compliance etc to then be handed over to the relevant department.
- To manage and review audits
- To optimise and plan the tax efficiency of clients as required.
- To complete, review and prepare bookkeeping and VAT returns where required.
- To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries as required.
What you'll need to succeed
- Previous portfolio management within accountancy practice
- Qualified to either ACA/ACCA
- Accountancy practice experience - 2 years plus
- Comfortability & willingness to work onsite with clients throughout the entire accounts process
What you'll get in return
- Portfolio of clients to work on and manage
- £35,000 - £45,000 PA
- Hybrid working, flexible working environment
- Close-knit team, social events twice a year
- Pension scheme, private medical, DIS, 25 annual leave + bank holidays
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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