Our client is a well established accountancy firm offering supporting owner managed businesses and SMEs. The business has invested significantly in cloud technology and advisory capability, enabling finance teams to work closely with clients as an outsourced finance function rather than a traditional compliance provider.
This will take responsibility for a varied portfolio of clients, combining hands on delivery with a trusted advisor approach. Alongside client work, you will develop a small team and contribute to wider service and process development.
Key responsibilities include: Managing a portfolio of SME and owner-managed business clients
Acting as a primary finance contact, providing proactive insight and commercial support
Delivering management accounts, forecasting, budgeting and cashflow reporting
Supporting and leading client meetings with a consultative, advisory focus
Overseeing cloud accounting solutions and finance process automation
Working closely with senior managers and directors on advisory and development projects
Coaching and reviewing the work of trainees and junior team members
Contributing to the ongoing development of digital finance and tech-enabled services
Candidate profile: Qualified accountant (ACA / ACCA or equivalent)
Experience managing a portfolio of SME clients within practice or outsourced finance
Strong grounding in management accounts and advisory-led client work
Comfortable building long-term client relationships and operating in a trusted-advisor role
Previous experience supporting or managing junior staff
Interest in cloud accounting systems and digital finance tools
Salary: £50,000 - £55,000
Generous holiday allowance, discretionary bonus, enhanced pension and a range of additional benefits.
Flexible working and part time options available.
IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit our website to view the latest accountancy / finance and practice opportunities.
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