Organisational Profile

The company is a well-established accountancy firm based in Lancaster, providing accounting services for a range of clients. The company offer a high-quality service in Bookkeeping, Accounts, Payroll, VAT Returns and Tax Services as well as offering a wealth of knowledge and advice.

Position Summary

This is an excellent opportunity for an ambitious and talented Practice Accountant.

The role will involve delivery of services to a portfolio of clients. Tasks will include planning workload (self-assessment tax returns, year-end company accounts and corporation tax returns), liaising with clients and answering technical queries, reviewing and preparing accounts, answering technical questions and providing an all-round service going above and beyond for clients.

Responsibilities & Duties

Preparation and reviewing of annual accounts.

Client meetings (virtual & face-to-face).

Completion of self-assessment tax returns.

Dealing with complaints and complex issues from clients.

Preparation and dealing with HMRC audits or investigation.

Monitoring and coordination of tasks and providing feedback to Accounts Assistants where applicable.

Provide tax advice.

Work as an integral team member to support and achieve the Company’s One Team goal.

Acting as an ambassador for the Company and supporting and promoting the Company objectives and themes, promoting the highest standards of behaviour and attitude.

Commit to own professional development, enhancing and improving skills and knowledge to the benefit of all.

Using one’s knowledge, experience, and skillset to enhance, teach and develop other staff within the business, as appropriate, to help future-proof the company.

Essential Qualifications and Skills

To be qualified ACA, ACCA or equivalent.

Experience of cloud accounting software.

To have a proven background in practice accounting and managing a portfolio of clients.

Excellent varied accounting and taxation knowledge.

Advanced knowledge of income tax, corporation tax, VAT and PAYE.

Ability to solve problems and provide a professional, punctual, and accurate service to clients.

Excellent written and verbal communication with the ability to coordinate, supervise and report performance to seniors.

Excellent timekeeping and management ability with the ability to prioritise workload to ensure all tasks are carried out daily, and all deadlines are met.

To have a client-focused attitude and commercial awareness within the firm, and excellent attention to detail.

IT Skills with competent use of MS Word and MS Excel.

Desirable Qualifications and Skills

Experience of Iris accounting software.

Knowledge of capital gains and inheritance tax.

Previous experience of managing a team.