Senior Accountant / Client Manager
2 months ago
£35000–£40000 yearly
Full-time
Tenby
About the role We are seeking a highly skilled and experienced Senior Accountant / Client Manager to join our growing and friendly professional team. We are a fast-growing, client-focused accountancy practice in Pembrokeshire, looking for a qualified ACA or ACCA accountant with 2+ years post-qualification experience and 3–5 years in a practice environment. This is a senior role with scope to grow as the practice continues to expand. You will act as second-in-command to the director, taking responsibility for your own portfolio of clients, coordinating and driving your own client meetings, and ensuring high standards of service across the practice. You will prepare and review accounts and tax returns, oversee workflow, and take responsibility for ensuring team deadlines are met. You will also work closely with cloud accounting systems, supporting clients with digital accounting processes and ensuring efficient use of cloud-based software across the practice. Our clients are generally small, straightforward businesses and individuals, allowing you to focus on high-quality, proactive accounting and tax support. Our clients are integral to the success of our business. Your role will be to provide them with an exceptional service, assisting them in dealing with their compliance needs, while also providing input on their finance, technology and operations, and supporting them with advice and strategic planning. You will be encouraged to nurture your relationships with your clients, building trust and becoming their most valuable business partner. From that position, you will be able to identify new business opportunities within your existing portfolio and for potential clients. Team leadership experience is desirable but not essential. Key responsibilities Prepare and review client accounts, VAT, corporation tax, and other tax returns. Coordinate and lead your own client meetings, discussing year ends and providing clear and professional advice. Review tax returns and work prepared by other junior team members. Take responsibility for your own portfolio of clients and assist with client queries on a prompt and timely basis. Take responsibility for ensuring team deadlines are monitored and met. Work with and support clients using cloud accounting software, ensuring accurate and efficient digital record-keeping. Act as second-in-command, delegating tasks where appropriate. Take on a small portfolio of VAT returns, when required, to support the training and development of junior staff. Training and supporting the professional development of the team. Undertake ad-hoc duties as required, depending on the needs and demands of the director Skills & Experience Fully qualified ACA or ACCA accountant. Minimum 2 years post-qualification experience. 3–5 years experience in a UK accountancy practice environment. Experience taking ownership of client discussions and presenting financial information clearly. Experience in managing client meetings, providing advice and managing ongoing client relationships. Strong technical accounting and tax knowledge. Experience using cloud accounting software (Xero, QuickBooks). Excellent organisational, communication, and interpersonal skills. Team player with the ability to coordinate workflow and support staff development. Team leadership experience desirable but not essential. What We Offer Competitive salary: £35,000 – £40,000 per annum, based on experience. Opportunity to grow in role as the practice continues to expand. Senior, varied position within a friendly and supportive team. Professional development support and training opportunities. Opportunity to help shape processes within a growing practice. Benefits include enhanced holiday for long term service, commission scheme and additional perks. 35 working hour week Job Types: Full-time, Permanent Pay: £35,000.00-£40,000.00 per year Work Location: In person
