Responsibilities
* Serve as the primary point of contact for a defined portfolio of owner-managed business clients
* Build and maintain strong, trusted relationships, proactively identifying client needs and opportunities
* Conduct regular client meetings (in person and remote) to review accounts, discuss business performance, and advise on upcoming obligations
* Respond to client queries promptly and professionally, ensuring high satisfaction at all times
* Support client retention and identify opportunities to grow existing client relationships through additional services
* Oversee the delivery of year-end statutory accounts, corporation tax returns, VAT returns, and management accounts for portfolio clients
* Review work prepared by the team before it reaches Partner level, ensuring technical accuracy and quality
* Monitor workflow and deadlines across the portfolio, ensuring all compliance obligations are met on time
* Maintain up-to-date client engagement letters, fee agreements, and KYC/AML documentation
* Prepare and present client-facing reports, financial summaries, and advisory commentary
* Manage and mentor a team of accountants, including offshore delivery staff, providing direction, review, and professional development
* Delegate work appropriately, supervise progress, and ensure review points are addressed before escalation
* Support a positive team culture that holds high standards, celebrates achievement, and encourages continuous improvement
* Act as a conduit between the delivery team and senior Partners, escalating technical or client issues where appropriate
Business Development & Practice Growth
* Contribute to the growth of the practice by supporting business development initiatives and participating in client onboarding
* Promote BizNav’s wider advisory services to existing clients where relevant and appropriate
* Support new client pitches, proposals, and presentations as required
About You
* ACA, ACCA, or CIMA qualified (or qualified by experience with demonstrable equivalent capability)
* Minimum 3–5 years of post-qualification experience in an accountancy practice environment
* Proven experience managing a portfolio of SME/owner-managed business clients
* Strong technical knowledge across UK GAAP (FRS 102/FRS 105), corporation tax, and VAT
* Demonstrated experience managing or supervising a team
* Excellent communication and interpersonal skills — confident with clients at all levels
* Strong organisational ability with an aptitude for prioritising competing deadlines
* Proficiency with cloud accounting software (Xero, QuickBooks, or equivalent)
* Familiarity with AI‑assisted accounting tools or a genuine interest in practice technology
* Advisory experience beyond core compliance (e.g. management accounts, cashflow, business planning)
* A commercial mindset with an interest in practice growth and business development
What We Offer
* Competitive salary commensurate with experience
* A growing, ambitious practice with a clear strategic direction
* Real responsibility and autonomy from day one
* Exposure to a wide and varied client base across multiple sectors
* A collaborative team environment where your contribution will be visible and valued
* Opportunity to grow into a senior leadership or Partner‑track role as the business scales
#J-18808-Ljbffr