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This role will support the leadership team by delivering high‑quality client services across accounts, VAT, and taxation. The role requires strong organisational skills, extensive experience within an accountancy practice, and the ability to manage, mentor, and train staff. The ideal candidate will demonstrate technical expertise, professionalism, and the confidence to oversee a client portfolio while contributing to the development of the wider team.
Job Responsibility:
Manage a diverse portfolio of clients, ensuring timely delivery of accounts, VAT returns, and tax filings
Serve as a main point of contact for client queries, offering clear and accurate advice
Maintain strong client relationships and ensure consistent standards of service
Prepare and review year‑end accounts for sole traders, partnerships, and limited companies
Oversee bookkeeping processes and ensure records meet required standards
Review work produced by junior members of staff, offering constructive feedback
Prepare and review personal and corporate tax returns
Support senior management with tax planning and advisory work
Ensure compliance with HMRC requirements and statutory deadlines
Liaise with VAT manager and occasional review VAT returns, including handling of complex queries
Advise clients on VAT schemes, compliance, and regulatory changes
Provide ongoing training to staff across accounts, VAT, and taxation processes
Mentor junior team members, supporting their professional growth and performance
Lead by example in maintaining quality standards and efficient working practices
Support the development of training materials, guidance documents, and internal processes
Conduct periodic reviews of staff work, identifying areas for development and delivering tailored training sessions
Assist with workflow planning, allocation of tasks, and monitoring deadlines
Support partners/directors with ad‑hoc tasks, reporting, and client communications
Contribute to internal process improvements to enhance efficiency and client delivery
Assist with onboarding new clients and ensuring seamless integration into practice systems
Requirements:
5+ years experience working in an accountancy practice
Strong understanding of VAT, accounts preparation, personal tax, and corporation tax
Proven experience in staff training, mentoring, or supervising
Excellent organisational skills with the ability to manage multiple deadlines
High level of accuracy and attention to detail
Strong communication skills, both written and verbal
Ability to work independently and collaboratively
Experience reviewing and guiding junior staff
Nice to have:
ACA/ACCA qualified or part‑qualified (or equivalent experience)
Experience using cloud accounting software (Xero, QuickBooks, Sage)
Ability to support business development or process improvement initiatives