Senior Accountant / Portfolio Holder - Broadland

£30,000 - £38,000
Ref: 1317 Date Posted: Monday 10 Jun 2024

**Job Advertisement: Senior Accountant/Portfolio Holder**

Holt & Fakenham, Northern Region

**About Our Client:**
Our client is a leading accounting and advisory firm, providing exceptional services to clients across various sectors. They are currently seeking a Senior Accountant/Portfolio Holder to join their Business and Private Northern Region team. This role offers the opportunity to work in their Holt and Fakenham offices with flexibility to work remotely when needed, ensuring the best work-life balance.

**Job Description:**
Our client is looking for a Senior Accountant/Portfolio Holder to play a vital role in their team, responsible for managing a portfolio of clients, ensuring high-quality work, delivering excellent client service, and fostering a supportive team environment. This role also provides the chance to participate in business development activities. Here are the key responsibilities:

**Main Responsibilities:**
- Manage a portfolio of clients and report directly to the Partner/Manager, prioritising outstanding client service.
- Prepare accounts, business, and personal tax computations and tax returns in compliance with regulatory and internal requirements.
- Oversee and provide training to team members involved in account preparation.
- Manage workloads and meet client expectations.
- Work within set budgets and timeframes.

**Business Development:**
- Actively seek opportunities to grow our client's business across the firm.
- Develop a deep understanding of your client base and provide tax planning advice based on legislative changes.
- Participate in marketing events as a firm ambassador when appropriate.

**Task Management:**
- Ensure compliance with all regulatory requirements.
- Consistently meet deadlines while understanding the commercial implications of actions related to productivity, recoverability, fee income, and client service.

- Continuously learn how to effectively manage a client portfolio.
- Ensure compliance with all Continuing Professional Development (CPD) requirements.
- Identify training needs for personal development and share experiences to help others develop.

**Other Responsibilities:**
- Adhere to the firm's risk management policies and procedures.
- Undertake additional duties as required to meet the demands of the business.

- Essential: Professional qualification (ACA, ACCA, or equivalent)

**Skills and Experience:**
- Essential:
  - Post-qualified experience within a practice.
  - Proven ability to efficiently manage a portfolio.
  - Quick adaptation to changing deadlines and priorities.
  - Experience dealing with client matters.
  - Knowledge of cloud software products.
- Desirable:
  - Experience mentoring team members.
  - Cloud certifications (Xero, QuickBooks).

**Personal Attributes:**
- Essential:
  - Strong organisational skills.
  - Excellent communication skills (written and oral).
  - Proactive problem-solving and confidentiality.
  - "Can-do" attitude and initiative.
  - Commitment to driving technological and digital improvements.
  - Prioritise delivering excellent client service.

If you are an experienced Senior Accountant with a passion for client service, team development, and business growth, we encourage you to apply. Join our client's dynamic team dedicated to providing exceptional financial services. Apply now or contact Haidee