Accountant – Client Portfolio
Location: Stratford-upon-Avon Area
Working Pattern: 4-Day Working Week | Hybrid Working Available
Salary: £35,000 - £45,000 per annum
Looking for Greater Ownership and Client Exposure?
Our client is a growing regional accountancy practice seeking an experienced Accountant to manage a portfolio of owner-managed businesses.
This is a highly client-facing role offering the opportunity to build long-term relationships, provide practical advice, and become a trusted adviser to sole traders, partnerships, landlords, family businesses and rural enterprises.
For the right individual, there is genuine scope for career progression and increased responsibility.
The Opportunity
This role combines accounts preparation, Self Assessment work, Making Tax Digital support and client relationship management.
You'll work directly with business owners, helping them understand their finances and supporting them with practical advice that makes a genuine difference.
Key Responsibilities
Accounts Preparation
* Preparing year-end accounts for sole traders and partnerships
* Reviewing bookkeeping records and resolving discrepancies
* Preparing capital allowance claims and tax adjustments
* Managing partnership allocations and calculations
* Producing high-quality working papers
Tax & Making Tax Digital
Preparing Self Assessment tax returns, Managing HMRC submissions
Calculating tax liabilities and advising clients on obligations
Supporting clients with Making Tax Digital requirements
Advising on record-keeping and compliance
Client Relationships
Acting as a key point of contact for clients
Explaining accounting and tax matters clearly
Building long-term relationships
Supporting clients with financial systems and processes
Contributing to the continued growth of the local office
About You
You'll likely have:
* Experience preparing accounts for unincorporated businesses within practice
* Strong Self Assessment experience
* Experience using Xero, QuickBooks, CCH or similar software
* Excellent communication skills, Strong organisation ability
* AAT qualification or equivalent experience
Desirable
* ACA or ACCA qualified or part-qualified
* Experience with partnerships, landlords or agricultural businesses
* Knowledge of Making Tax Digital requirements
* An interest in working with owner-managed and rural businesses
Benefits
* 4-day working week (Hybrid working)
* Genuine progression opportunities
* Diverse and interesting client portfolio
* Supportive team environment
* Company pension
* Life insurance
* Flexible working
* Ongoing professional development
This role would suit someone looking to combine technical expertise with meaningful client interaction and long-term career progression