Key Responsibilities

Portfolio Management & Compliance

· Manage a portfolio of client cases, including UK Companies, LLPs, Trusts and international clients.

· Coordinate and prepare accounts and tax returns.

· Ensure all filing deadlines and compliance obligations are met.

· Maintain high-quality client service, responding to queries promptly and professionally.

· Exposure to trust accounts, fiduciary structures and domestic clients

Team Leadership & Development

· Supervise and support junior staff that are book-keeping for the accounts preparation.

· Provide guidance and technical feedback to help develop junior team members’ skills.

· Assist in workload planning and workflow management across the team.

Client Relationships

· Build strong, trusted relationships with clients and senior members of the team / and act as a key point of contact for your portfolio.

· Attend client meetings, with support where appropriate.

Skills & Experience Required

Essential

· ACCA qualified / part qualified (or equivalent experience).

· Strong experience in FRS102 / FRS105 accounts preparation.

· Broad Corporation Tax knowledge, required in order to prepare more straightforward tax returns, and to support Senior Tax Managers in the preparation of more comprehensive tax returns.

· Ability to manage a busy portfolio and review book-keeping work prepared by others.

· Excellent communication skills and a commercial mindset.

· Strong attention to detail and ability to work to deadlines.

Desirable

· Xero software experience preferred.

· Prior experience in supervising more junior staff.

· Interest in developing knowledge across a wide range of industries and entity types.

Benefits

· Competitive salary based on experience.

· Supportive and friendly working environment.

· Clear progression pathway within a growing firm.

· Ongoing training, CPD support, and exposure to high-

quality advisory work.

· Opportunity to play a key role in shaping the future of the

Private Client team.

· Hybrid working (up to 2 days home working a week)

and/or flexible working

· Annual discretionary bonus

· 8% pension (3% employer, 5% employee)

· Private medical insurance

· Death in Service Insurance

· Long Term Disability Insurance

· 25 days’ holiday plus bank holidays

· Annual away day and Christmas party