Accounts Partner

Insite Finance; Cardiff; On-site; GBP 120,000 - 140,000; Full time

Benefits offered by this job

Route to equity

Direct access to ownership

Established client base

Equity progression

Job summary

Insite Finance in Cardiff is seeking an Accounts Partner to lead owner-managed and entrepreneurial client relationships. The role offers a realistic route to equity within about a year for proven performers and involves working with senior directors across audit, accounts and tax in a growing, privately owned firm.

You will be part of an established leadership team, developing managers and directors from within while driving growth and maintaining the firm’s strong reputation with engaged

Qualifications

• ACA or ACCA qualification required.
• Strong advisory experience with owner-managed businesses preferred.
• Proven ability to develop client relationships and win new work.

Responsibilities

• Build and develop a portfolio of owner-managed and entrepreneurial businesses.
• Win new fees through your network and client relationships.
• Remain commercially involved in client work while leading the firm’s direction.
• Advise business owners on accounting, tax, growth and broader commercial issues.
• Work with directors on firm development and mentorship of future leaders.
• Help maintain the firm’s high-performing reputation.

Education

ACA or ACCA qualified

Job description

This is a genuinely senior opportunity within one of the strongest-performing independent firms in the region. The business is highly profitable, privately owned and entering another phase of investment and growth, but it is building from an already very successful base rather than trying to fix something that is broken.

The firm has retained a family feel despite its growth. Many of the team have been there for more than ten years, progression is visible and strong performance is recognised properly. Clients value the relationship-led approach too, with advisers expected to know the people behind the businesses they work with rather than hiding behind email.

For an ambitious Accounts Partner, the attraction is straightforward: there is a realistic route into ownership within around 12 months for someone who proves themselves.

Based in Cardiff, you would join an established leadership team within a successful accountancy firm, working alongside senior directors covering audit, accounts and tax, this is a business actively planning its next generation of leadership.

Accounts Partner

Cardiff £120,000-£140,000 + Route to Equity

What you'll be doing

• Building and developing your own portfolio of owner-managed and entrepreneurial businesses
• Winning new fees through your existing network, referrals and strong client relationships
• Remaining commercially involved in client work rather than operating as a purely internal figurehead
• Advising business owners on accounting, tax, growth and wider commercial issues
• Working alongside the existing directors on the continued development of the firm
• Developing future managers and directors from within the team
• Helping maintain the firm's reputation as a high-performing accountancy business

The successful Accounts Partner is likely to be ACA or ACCA qualified with a strong background advising privately owned businesses. You will already be comfortable developing work commercially and capable of generating meaningful fee income rather than relying entirely on inherited clients.

This would particularly suit someone who has reached director level within accountancy but wants considerably more influence over the future of the firm and a transparent opportunity to build equity.

What's on offer

• £120,000-£140,000 depending on experience and commercial track record
• Credible opportunity to progress to equity within approximately one year
• Established and highly profitable client base
• Significant investment behind the next stage of growth
• Long-tenured team with strong internal progression
• Direct access to the existing owners and leadership team
• Face-to-face relationships with genuinely engaged clients

This Accounts Partner/ Equity Director appointment is an important part of the succession and growth plans for a leading independent business in Cardiff. For someone who enjoys winning work, advising business owners and building long-term relationships, it offers considerably more upside than simply taking another salaried director role.