• Job Reference: 1372
  • Date Posted: 5 June 2024
  • Recruiter: ProTalent Limited
  • Location: Farnham
  • Salary: On Application
  • Sector: General Practice
  • Job Type: Permanent
  • Contact: Ryan Tresidder

Job Description

ProTalent are working with a well-established, one-office accountancy firm in Farnham, known for its unwavering commitment to client satisfaction and a strong client-advisor relationship. Who pride ourselves on their well-rounded portfolio and the trust their clients place in them. As they continue to grow, they are seeking a highly skilled and dedicated Accountant to manage a diverse portfolio of clients.

Job Description:

You will be responsible for overseeing and managing a portfolio of clients, ensuring their financial needs are met with the highest level of professionalism and expertise. This role offers a unique opportunity to work closely with a range of clients, building and maintaining strong relationships, and making a meaningful impact on their financial success.

Key Responsibilities:

  • Client Portfolio Management: Act as the primary point of contact for a diverse portfolio of clients, providing expert advice and financial services tailored to their unique needs.

  • Financial Analysis: Analyse and interpret financial data, providing clients with insights to support their financial decisions and long-term goals.

  • Compliance and Reporting: Ensure all financial statements, tax returns, and other compliance-related documents are accurate, complete, and submitted on time.

  • Client Advisory: Proactively identify opportunities to improve clients' financial health and provide strategic guidance on issues such as tax planning and financial management.

  • Relationship Building: Cultivate strong and lasting relationships with clients, becoming their trusted advisor and a key partner in their financial journey.

  • Continuous Professional Development: Stay up-to-date with accounting standards and regulations, and pursue opportunities for personal and professional growth.

Qualifications and Experience:

  • Qualified Accountant (ACA, ACCA, CIMA) or Qualified by Experience (QBE) with a proven track record in accountancy.
  • Demonstrated experience in client portfolio management and client interaction.
  • Strong knowledge of UK accounting and tax regulations.
  • Excellent analytical and problem-solving skills.
  • Proficiency in accounting software and financial management tools.
  • Effective communication and interpersonal skills.

What We Offer:

  • Competitive compensation package.
  • A friendly and collaborative work environment.
  • Opportunities for professional development and career advancement.
  • The chance to work with a diverse and interesting portfolio of clients.
  • Supportive leadership that values work-life balance.