Senior Accountant

Are you an experienced practice professional looking to join a modern, growing accountancy firm that genuinely values its people? Heelan Associates have retained CMA exclusively to recruit a Senior Accountant to join their well-established and forward-thinking practice that combines traditional client service values with a progressive approach to accountancy and business advisory.

Working with an impressive portfolio of owner-managed businesses, you'll play a pivotal role in delivering exceptional client service while leading and developing a team of accountants. With continued growth and investment in both technology and people, this is an ideal opportunity for someone seeking a long-term career move within a supportive and collaborative environment.

What will the Senior Accountant role involve?

• Preparing,sendingandsubmittingaccounts and tax returns for a portfolio of sole traders,partnership sand limited companies
• Providing training, mentorship and technical guidance to the accounting team and wider business where appropriate
• Checking and reviewing accounting and taxation work produced by the team, offering constructive feedback and support
• Communicating with clients by phone, email, socialmediaand in person, including chasing records where needed
• Onboarding new clients into the portfolio, including initial bookkeeping and compliance handovers to the relevant department
• Assessing and advising clients on their tax position, including tax efficiency and planning opportunities
• Reviewing and advising clients on advisory areas such as cashflow, budgets and pricing, with further training provided on advisory systems
• Completing,reviewing and preparing bookkeeping, VAT returns and CIS where required
• Preparing and delivering year-end client meetings and client fee reviews
• Maintaining electronic filing of books and records, alongside client administration and records management
• Acting asliaisonbetween clients and HM Revenue & Customs to deal with and resolve queries
• Managing ongoing professional development and learning, including any relevant CPD required by a professional body
• Ensuring HMRC and Companies House statutory information isaccurateand up to date

Suitable Candidate for the Senior Accountant vacancy:

• Full membership of a chartered professional body, such as AAT, ATT,ACCAor equivalent
• Extensive practice experience, ideally 5+ years, overseeing a broad client base and delivering work directly in a dynamic environment
• Strong experience preparing,reviewing and checking accounts and tax returns for sole traders,partnership sand limited companies
• Experience working with client records and systems including Xero, Quick Books,Dextand Free Agent
• Sound understanding and working knowledge of tax, with the confidence to advise clients and make practical recommendations
• Strong Microsoft Word and Excel capability
• Excellent time management, with the ability to work to tight deadlines and respond to emerging priorities without compromising attention to detail
• Clear written and verbal communication skills, with the ability to explain complex information in a straightforward and helpful way
• Curious,proactive and comfortable seeking information from colleagues and clients to support seamless service delivery
• Friendly,professional and customer-focused, with a commitment to continued learning and professional development

Additional benefits and information for the role of Senior Accountant:

• Salary of £44,000 - £50,000 depending on experience
• Permanent, full-time position working 36.5 hours per week
• Office-based role in Waterlooville, with 1 day working from home available
• Opportunity to join a growing, commercially focused accountancy practice with a supportiveteamculture
• Chance to work with a varied portfolio of inspiring small business clients
• Ongoing professional development,learning and relevant CPD support
• Exposure toadvisory work, including cashflow, budgeting,pricing and tax planning
• Modern accounting systems and technology-led working environment