To manage a portfolio of account clients providing a high standard of professionalism along with quality of service. Manage and organise the work of the team effectively to ensure that targets are met and standards maintained in accordance with the relevant accounting standards
Key Responsibilities
- Management of a portfolio of account clients ensuring timely submission of financial statements and tax returns, ensuring timely completion of work, maintaining profitability.
- Develop and maintain effective client relationships, including attending client meetings.
- Prepare financial statements for sole traders, partnerships, charities and limited companies
- Produce year end accounts for sole traders, partnerships and limited companies in accordance with the relevant accounting standards
- Manage and execute client audits for sign off by Partner, focusing on corporate governance, internal controls and financial statement accuracy.
- Audit review and reporting, preparation and review of audit working papers, including audit trails, account reconciliations and supporting documentation.
- Organise the flow of work within the team, allocating assignments as necessary taking into consideration resourcing requirements
- Review work undertaken by junior staff, monitoring, assisting and reporting on team performance.
- Monitor and report on team performance
- Ensure that work is delivered with budget and time requirements
- Provide assistance in the development of junior staff
- Prepare schedules for complex VAT, Tax returns and tax advisory.
- Prepare schedules for Tax returns
Skills, Qualifications And Other Requirements
- ACA/ACCA qualified
- Audit & Accounts technical experience, at least 3 years practice experience.
- Supervision of development and management of a team.
- Ability to travel to client premises and between offices
- Good computer skills
- Excellent communication skills – verbal and written
- Good organisational and administrative skills
- Excellent attention to detail
Personal qualities we are looking for
- Ability to build and sustain lasting client relationships, earning trust through professional expertise, personal service, and genuine care.
- Strategic mindset, continuously moving forward by challenging the norm and identifying smarter, more efficient ways to deliver value to clients.
- Strong sense of accountability, owning decisions and outcomes while setting high standards for self and team.
- Inclusive leadership style that fosters collaboration, encourages knowledge-sharing, and supports colleagues across teams and locations.
- Commitment to supporting growth, both by nurturing the development of junior team members and by pursuing their own professional growth.
- Proactive approach to managing complex workloads, with the ability to balance priorities, anticipate challenges, and deliver results under pressure.
- Excellent communication and influencing skills, able to translate financial insights into clear, actionable advice for clients and stakeholders.
- Resilient and adaptable under change, maintaining a positive outlook and guiding others through challenges.
- Client-focused outlook, acting as a true partner and extension of the client’s team, invested in their success and long-term goals.
What We Offer
- Competitive salary and benefits package
- The opportunity to work with a diverse client base, ranging from small businesses to large corporations.
- A supportive and collaborative team environment that encourages growth and development.
- Excellent career progression and development.
As a top 40 UK firm of Chartered Accountants, we go beyond the numbers—partnering with businesses, corporate clients, charities, and individuals to drive success. Whether supporting growing enterprises or guiding nonprofits, we provide expert financial insight with a personal touch.