Senior Client Advisor Accounting & Business Services
I m currently working with a well-established and growing accountancy firm looking to recruit a Senior Client Advisor to join their Accounting & Business Services team in Plymouth.
This is a fantastic opportunity for someone with practice experience who enjoys a client-facing role and wants to take ownership of their own portfolio, while continuing to develop both technically and professionally.
The role will involve:
* Managing a portfolio of clients, acting as a key point of contact
* Preparing and reviewing management accounts, VAT returns, and statutory accounts
* Supporting with corporation tax and general compliance work
* Reviewing work of junior team members and providing guidance
* Working closely with clients, including attending meetings and advising on financial matters
* Assisting with onboarding, systems (Xero), and improving processes
The ideal candidate will have:
* 2-3+ years experience within an accountancy practice
* AAT / ACCA / ACA qualified or part-qualified
* Strong communication skills and confidence working with clients
* Experience with software such as Xero, IRIS, or similar
This role offers a varied workload, strong client exposure, and the opportunity to progress within a supportive and forward-thinking firm.
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