Careersat Ltd are proud to be recruiting for an established Chartered Accountant practice with multiple practice branches in Staffordshire and Cheshire.
They are seeking an experienced, qualified Practice Accountant (Portfolio Manager) to join their very busy team on a full-time basis.
Reporting to the Associate Director, the successful candidate will be responsible for managing a portfolio of clients and will be at the forefront of developing their accountancy service offering.
This role would suit a candidate who is looking for a hands-on, client facing role with a dynamic and growing accountancy practice.
Purpose of the role:
The main purpose of the role is to provide professional financial advice and exceptional service to our clients. You will also have significant involvement in assigning and reviewing draft accounts prepared by the trainee accountants within the team.
Duties & Responsibilities
As a Practice Accountant (Portfolio Manager) you will carry out the following duties:
Servicing a portfolio of clients
Tracking job progress and billing targets
Monitoring deadlines
Preparation of accounts for sole traders, partnerships and limited companies
Preparation of self assessment tax returns
Building a positive working relationship with clients and the practice
Ensure compliance with all financial regulations
Use of computer software including IRIS, Sage, Xero and Quickbooks
Ensuring work is completed to a high standard and on time
Dealing with any client queries in a timely and efficient manner
Assisting colleagues and trainees within the team with development and technical advice
Undertake such other duties that are required commensurate with the role
Essential Criteria
Fully qualified accountant (ACA/ACCA) with 3 years post qualified experience in a practice environment
Exceptional interpersonal skills and able to successfully communicate with people at all levels, both financial and non-financial
Excellent reporting skills
Confidently able to offer recommendations and advice to our clients.
Highly competent with outstanding commercial acumen and a solid grasp of business aims and objectives
Demonstrable experience and a proven track record in a similar role
Previous experience of working with clients in the agricultural sector preferred
A full UK driving licence is essential
Benefits include:
We offer an excellent benefits package including:
Competitive salary & bonus scheme
36 days paid holiday inclusive of Bank Holidays and the Christmas Closure
Pension scheme 4% employer contribution
Option to buy/sell holidays
Flexible working
Employee assistance programme (which includes; Life support, Legal information, Bereavement support, Medical Information, CBT & Managerial Support.
Life Assurance cover
Modern & friendly working environment
Team building and work events
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