Accounts and Advisory Manager

Ellacotts Accountants; Stratford-upon-Avon; On-site; GBP 70,000 - 110,000; Full time

Job summary

Ellacotts Accountants in the Stratford-upon-Avon area is seeking a qualified accountant to manage and develop a portfolio of rural clients, delivering high-quality accountancy and tax planning. The role focuses on VAT, accounts, and self-assessment, with bespoke tax solutions including Inheritance Tax and Capital Gains Tax for landed estates and rural businesses.

The successful candidate will lead the private client team, contribute to business development and collaborate with colleagues to

Qualifications

• Qualified accountant (ACA/ACCA) and/or tax adviser (CTA) with exposure to a varied client base.
• Strong academic results in career to date.
• Excellent interpersonal, oral and written communication skills.

Responsibilities

• Client Service & Portfolio management: manage rural client portfolio with oversight of tax computations and advisory outcomes.
• Technical Delivery: provide robust advisory reporting and guidance across tax, VAT and accounts.
• Team Leadership & Staff Development: lead and develop the private client team.
• Operational Efficiency & Workflow Management: drive efficiency, oversee WIP/billing, maintain quality.
• Business Development: identify advisory opportunities within existing and new clients; build firm profile.
• Firmwide Contribution: collaborate with other teams on best-practice and technology projects.

Skills

Interpersonal skills

Analytical thinking

Commercial approach

Team leadership

Communication skills

Education

ACA/ACCA or CTA qualification

Job description

Why Join Ellacotts?

Ellacotts are proudly independent and need ambitious individuals to help drive the future of our rural accounts and advisory team. Working as part of a wider private client team, we work with a variety of rural enterprises to include landed estates, farms and rural businesses, and equine and bloodstock. Each client requires bespoke advice for their business and family, bringing lots of opportunity for the successful candidate to build their career as a trusted adviser and grow within Ellacotts.

Why Join Ellacotts?

Ellacotts are proudly independent and need ambitious individuals to help drive the future of our rural accounts and advisory team. Working as part of a wider private client team, we work with a variety of rural enterprises to include landed estates, farms and rural businesses, and equine and bloodstock. Each client requires bespoke advice for their business and family, bringing lots of opportunity for the successful candidate to build their career as a trusted adviser and grow within Ellacotts.

Purpose of the Role

To manage and develop a portfolio of clients through the delivery of high-quality accountancy and tax planning.

The role focuses on a diverse portfolio of rural based clients from across the sector. Clients require compliance advisory services to include VAT, accounts, and self-assessment. Clients also require tax advisory services, and the successful candidate will need to provide a range of solutions to include Inheritance Tax, Capital Gains Tax, Income Tax, and identifying opportunities in relation to these taxes. The successful candidate will provide original thinking to solve tax problems, frequently leading relationships to provide bespoke tax advice and solutions.

The successful candidate will also play a key role in developing the team, both through business development and staff development.

Responsibilities

• Client Service & Portfolio management: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the Ellacotts Service Charter
• Technical Delivery: Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance. Specific technical knowledge required is outlined below.
• Team Leadership & Staff Development: Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team.
• Operational Efficiency & Workflow Management: Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding.
• Business Development: Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the Firms profile
• Firmwide Contribution: Collaborate with other teams and contribute to wider firm initiatives including best-practice and technology projects.

Critical Knowledge Required

• Core advisory areas may include, but are not limited to: Accountancy Standards (UK GAAP, FRS105, FRS102 1A), Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations

Qualifications & Experience Required

• Qualified accountant (ACA or ACCA) and/or tax adviser (CTA) with exposure to a varied client base.
• Academically strong results in career to date.
• Strong interpersonal skills are required in addition to strong oral and written communication skills.
• A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs.
• An ability to work as part of a team as well as on their own initiative.
• High level of analytical skills and a commercial approach to resolving issues and providing advice.
• May already hold an existing network of contacts.

Personal Qualities

We are passionate about our values. We are looking for someone who can demonstrate the following:

• Focussed: Building solid positive professional and personal client relationships by providing excellent client service.
• Teamwork: Valuing and working with each other with mutual respect in a positive, collaborative and approachable environment.
• Integrity: Doing the right thing. We are trustworthy, honest and comply with professional and ethical standards.
• Enthusiastic: Being the best and enjoying what we do. We celebrate success, inspire others and are fully engaged.
• Progressive: Making a difference and challenging the status quo. We challenge what we do and how we do it, ensuring our clients receive the latest and best possible advice or services.

Job Requirements

• Live within commuting distance
• Work outside normal hours as required