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- Manage client portfolio under Partner/Manager guidance
- Focus on delivering excellent client service
- Prepare accounts, tax computations, and returns
- Oversee and assist in the development of account preparation
- Manage workload, client expectations, and adhere to budgets
- Ensure consistent regulatory compliance and meet deadlines
- Seek opportunities for business growth
- Identify potential selling opportunities for firm services
- Maintain up-to-date understanding of client businesses
- Actively participate in marketing events as a firm ambassador
- Provide digital solutions and offer tax planning advice
- Ensure CPD compliance and identify training needs
- Monitor productivity, recoverability, and fee income
If this role is of interest to you then please contact James on or you can email
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Senior Accountant - Trowbridge, United Kingdom - Keeler Recruitment
Description
Senior Accountant / Portfolio HolderFakenham / Holt
£35k-£40k plus agile working
Our client, one of the UK's top 40 accountancy firms, is proud to be extending their offering by recruiting a Senior Accountant for their Northern Region (Fakenham/Holt) for their Business and Private team.
You must be ACA/ACCA qualified with previous practice experience. You will be accountable for overseeing all aspects of your client portfolio, ensuring work quality within the division, delivering outstanding client service, fostering team development, creating an inclusive and supportive environment.
In your role as Senior Accountant, you will also be responsible for: