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.
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.
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.