Job Description

The Role: What you’ll be doing

Client portfolio ownership (compliance + delivery)

• Preparation and filing of year-end accounts and corporation tax computations/returns for limited companies, LLPs, partnerships and sole traders
• Preparation and filing of Self Assessment and personal tax computations/returns
• Preparation and filing of Capital Gains Tax computations
• Support with R&D tax claims within accounts and tax returns (where applicable)
• Completing compliance work within 8–10 weeks after the period end, in line with internal target dates
• Providing practical tax planning to reduce the burden of taxation for businesses and owners
• Completing the initial review of year-end assignments and tax work prior to manager/Director review

Outsourcing & advisory (value-add work)

• Managing a portfolio for bookkeeping, VAT and management accounts
• Reviewing bookkeeping, VAT returns and management accounts for accuracy prior to manager review
• Ensuring client records are received on time and returned promptly once work is completed
• Supporting payroll services across the wider client base (as needed)
• Preparation, review and filing of P11D returns
• Producing management information and performance analysis within 10–20 working days after period end
• Supporting clients to improve profitability and efficiency through better controls and systems
• Assisting with cashflow management and use of appropriate cloud software/apps
• Preparing budgets, forecasts and integrated projections (P&L, balance sheet, cashflow)
• Preparing break-even analysis, business plans, and supporting finance-raising discussions
• Conducting business valuations (where required)

People, process and practice development

• Supporting Directors/Associate Directors/Senior Client Managers with portfolio delivery
• Coaching and developing junior team members (Client Accountants/Senior Client Accountants/trainees)
• Training colleagues and clients on cloud accounting systems and apps
• Helping drive the practice’s adoption and development of cloud accounting and supporting applications
• Supporting billing processes and keeping portfolio admin accurate and up to date

What we’re looking for (requirements)

Essential

• 5+ years’ UK accountancy practice experience (this role is not suited to industry-only backgrounds)
• Strong hands-on experience preparing year-end accounts and UK tax returns across a mixed client base
• Confident managing deadlines and client communication across your own portfolio
• Working knowledge of Xero and cloud accounting workflows
• Experience using UK compliance software such as TaxCalc (or similar)

Ideal

• AAT and/or ACCA qualified, part-qualified, or QBE
• Experience reviewing work prepared by others and supporting junior staff development
• Comfortable producing and explaining management accounts and performance insights to clients

Salary, benefits and working arrangements

• Salary: £38,000–£48,000 (dependent on experience and portfolio responsibility)
• Rewards incentive scheme: % bonus linked to your involvement in sourcing/signing new business (based on a percentage of first-year fees)
• Hybrid working
• Flexi-time working
• 25 days’ holiday (includes 3 days at Christmas/New Year when the office is closed)
• Extra day’s leave for your birthday
• Additional annual leave after 3 years’ service (up to 30 days maximum)
• Dress Down Friday + smart business casual dress code
• Regular team socials
• Private medical insurance after 2 years’ service
• Clear scope to grow into broader advisory, portfolio leadership and mentoring responsibility as the client base expands

Interested? Apply confidentially