ProTalent are working with a well-established, one-office accountancy firm in Farnham, known for its unwavering commitment to client satisfaction and a strong client-advisor relationship. Who pride ourselves on their well-rounded portfolio and the trust their clients place in them. As they continue to grow, they are seeking a highly skilled and dedicated Accountant to manage a diverse portfolio of clients.
Job Description:
You will be responsible for overseeing and managing a portfolio of clients, ensuring their financial needs are met with the highest level of professionalism and expertise. This role offers a unique opportunity to work closely with a range of clients, building and maintaining strong relationships, and making a meaningful impact on their financial success.
Key Responsibilities:
* Client Portfolio Management: Act as the primary point of contact for a diverse portfolio of clients, providing expert advice and financial services tailored to their unique needs.
* Financial Analysis: Analyse and interpret financial data, providing clients with insights to support their financial decisions and long-term goals.
* Compliance and Reporting: Ensure all financial statements, tax returns, and other compliance-related documents are accurate, complete, and submitted on time.
* Client Advisory: Proactively identify opportunities to improve clients' financial health and provide strategic guidance on issues such as tax planning and financial management.
* Relationship Building: Cultivate strong and lasting relationships with clients, becoming their trusted advisor and a key partner in their financial journey.
* Continuous Professional Development: Stay up-to-date with accounting standards and regulations, and pursue opportunities for personal and professional growth.
Qualifications and Experience:
* Qualified Accountant (ACA, ACCA, CIMA) or Qualified by Experience (QBE) with a proven track record in accountancy.
* Demonstrated experience in client portfolio management and client interaction.
* Strong knowledge of UK accounting and tax regulations.
* Excellent analytical and problem-solving skills.
* Proficiency in accounting software and financial management tools.
* Effective communication and interpersonal skills.
What We Offer:
* Competitive compensation package.
* A friendly and collaborative work environment.
* Opportunities for professional development and career advancement.
* The chance to work with a diverse and interesting portfolio of clients.
* Supportive leadership that values work-life balance.