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Senior Accountant in practice (Client Portfolio Manager), Trowbridge, salary dependent on experienc

  • 30 Sep 2019
  • Reference:
    TA2501
Job Description
Senior Accountant in practice (Client Portfolio Manager), Trowbridge, salary dependent on experience, part or full-time (min 3 days or equivalent). (Job ref. TA2501)

*In order to find the right person, the client is open to flexibility around location of work and hours.  If in doubt, please get in touch with us to find out more**

Overview
This company is one of the largest independent chartered accountancy groups in the West of England. They fully support flexible working, with many of their employees working in flexible patterns across the week. They welcome applications from people who are returning to work after a break from accountancy practice, and those from industry who demonstrate an ability to juggle multiple clients and work within a ‘time-recording’ environment. 

Specific Duties & Responsibilities
Management of a portfolio of clients, sole traders, partnerships and limited companies.
Completing more complex accounts work for clients as required by the Partner, where it is not appropriate for the activities to be completed in the compliance centre
Visiting clients to discuss their requirements, providing the most appropriate advice and support.
Meeting with and giving full support to employees who work on your client’s work, giving support, feedback and direction as required. 
Undertaking ad-hoc project work as required by the Partner, assisting clients on his behalf as and when needed 
Responsible for personal chargeable time budget.
Being proactive in identifying opportunities for the provision of additional services

Minimum Candidate Requirements
Qualified ACA/ACCA 
5 years’ practice experience ideally.
Wide range of general practice experience for owner managed businesses including personal tax.
Interpersonal skills to gain credibility internally and with clients.
Excellent prioritisation and time management skills.
Mobility across the practice offices and client sites. 

Salary and Benefits
Salary dependent on experience
Pension
Personal Health insurance
Referral bonus scheme
Life Assurance x4
25 days holiday plus bank holidays
Cycle to Work scheme
Free eye tests
Social clubs and events
Annual pay reviews
Great working environment

Hours
This is a permanent position, either part time or full time, hours and days negotiable.  Minimum 3 days across the week. 

Location - Trowbridge

Next Steps 
If you wish to apply for this role, please click the button below, submitting an up to date CV and providing a cover note explaining why you feel you are suitable for the role.