Senior Accountant

Key Responsibilities

• To prepare, send and submit accounts & tax returns for a portfolio of clients, including Sole Traders, Partnerships and Limited Companies.
• To provide training, mentorship and technical guidance to your accounting team (and wider businesses where appropriate).
• To check and review accounting and taxation work produced by your team, providing constructive feedback and training.
• To provide leadership and role‑model behaviour (to our company values) to the accountancy team.
• To communicate with clients via phone, email, social media and in person, including chasing records.
• To onboard new clients and integrate them into your portfolio – this will include bookkeeping, compliance etc to then be handed over to the relevant department.
• To assess and advise clients on their tax position. To optimise and plan the tax efficiency of clients.
• To review and advise clients on advisory level to include cashflow, budgets, pricing etc (further training on our advisory systems will be provided).
• To complete, review and prepare book‑keeping, VAT returns and CIS where required.
• To prepare and execute year end client meetings.
• To carry out and deliver client fee reviews.
• To maintain electronic filing of books and records both internally as well as management of client administration and records.
• To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
• To provide external training e.g., client bookkeeping training and as applicable as per our company values.
• To manage and maintain your professional development and learning including any relevant CPD required by your professional body.
• To ensure and update HMRC/Companies House statutory information is accurate.

Person Specification:

• Qualifications – Must be supported by a full membership to a chartered professional body (AAT, ATT, ACCA etc).
• Experience – Extensive experience spanning 5+ years in practice, overseeing a broad client base and delivering work directly in a dynamic environment.
• Technical Skills – Must be able to prepare, review and check accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies. Experience with Xero, Quick Books, DEXT and Free Agent.
• Tax Knowledge – Sound understanding and working knowledge of tax.
• Soft Skills – Effective time management, strong communication, proactive information seeking, confidence in advice and the ability to break down complex information for clients.
• Personal Attributes – Friendly, professional, customer‑care oriented, outgoing, curious, growth‑mindset, professional appearance, brand representation. Advocate for continuous professional development.

• Navigate Microsoft Word and Excel.
• Time management and meeting tight deadlines.
• Provide clear advice and recommendations to clients.
• Proactively seek information from colleagues and clients.

• Relationships over numbers – our fundamental client focus.
• Learn together and often – continuous learning and knowledge sharing.
• Respect Team, Time and Talents – inclusive teamwork.
• Balanced and beautiful – accurate and clean accounts.
• Courageous and Curious – embrace new experiences and continuous improvement.