Accounts Senior

Permax Recruitment Limited; Greater London; On-site; GBP 39,000 - 50,000; Full time

Benefits offered by this job

Annual bonus up to 17%

Paid overtime

Time off in lieu

Free parking

Free financial advice

Birthday bacon butties

Cycle to work scheme

Company pension with auto-enrolment

Job summary

Permax Recruitment Limited is seeking an experienced Accounts Senior / Client Accountant to join our Carlisle team. You will own a portfolio of clients, providing technical accounting and commercial advisory services beyond compliance to help owner-managed businesses succeed.

You’ll manage statutory accounts, management reporting and client meetings with a focus on delivering value, with a salary between £38,500 and £49,500 and a bonus potential of up to 17%.

Qualifications

• Client-facing experience in an accountancy practice.
• Experience managing a diverse portfolio of clients.
• Strong technical accounting knowledge gained in practice.
• A commercial mindset with SME understanding.
• Experience using accounts preparation software.
• Good working knowledge of Xero, Sage and QuickBooks.

Responsibilities

• Manage a portfolio of owner-managed and family businesses as main point of contact.
• Plan, prepare and review financial accounts within deadlines and budgets.
• Produce monthly, quarterly and half-yearly management reports.
• Present financial information clearly to support business decisions.
• Identify opportunities to improve tax efficiency and business performance.
• Develop relationships through proactive communication and excellent service.
• Collaborate with Managing Directors to improve internal processes and standards.
• Contribute to practice growth via referrals and opportunities in your portfolio.

Skills

Client-facing experience

Portfolio management

Technical accounting knowledge

SME understanding

Accounts prep software

Xero

Sage

QuickBooks

Communication

Organisational skills

Problem solving

Driving licence

Education

ACA or ACCA qualification or equivalent

Tools

Xero

Sage

QuickBooks

Job description

Accounts SeniorSalary: £38,500.00-£49,500.00 per year

Job Description:

Our client is looking for an experienced Accounts Senior / Client Accountant to join our Carlisle team! This is an opportunity to take ownership of an established portfolio of clients, combining your technical accounting expertise with commercial insight to help businesses make confident financial decisions. You'll become a trusted adviser to owner-managed and family-run businesses, providing a service that goes beyond compliance to deliver genuine value. In addition to a salary of £38,500–£49,500, you'll be eligible for an annual performance bonus of up to 17%, rewarding your contribution to exceptional client service and business success.

About Our Client

Our client is a family-run, national award-winning firm of Chartered accountants, Tax and Business Advisers with offices across Cumbria and the surrounding area. For more than 30 years, our experienced senior leadership team has supported a high-performing team dedicated to delivering exceptional service to businesses across the region. We build long-term relationships with our clients by providing practical commercial advice alongside traditional accountancy services, helping owner-managed and family businesses succeed in an evolving business environment.

The opportunity

As a Client Portfolio Manager, you'll manage your own portfolio of clients while building trusted relationships and delivering a first-class service. You'll work with business owners to understand their goals, interpret financial performance and provide advice that helps them plan for the future. This role offers plenty of variety, combining statutory accounts, management reporting, client meetings and commercial advisory work in a collaborative and supportive environment.

What you'll be doing

• Manage a portfolio of owner-managed and family businesses, acting as their main point of contact on a daily basis and providing high-quality services.
• Plan, prepare and review financial accounts within agreed deadlines and budgets.
• Produce accurate monthly, quarterly and half-yearly management reports.
• Present financial information in a clear, practical way that supports business decisions for clients.
• Identify opportunities to improve tax efficiency and wider business performance.
• Develop strong, lasting relationships through proactive communication and excellent client service.
• Work alongside Managing Directors to enhance internal processes and maintain high standards.
• Contribute to the continued growth of the practice through referrals, networking and identifying opportunities within your client portfolio.

Essential requirements

We're looking for candidates with:

• Previous experience in a client-facing position within an accountancy practice.
• Experience managing a diverse portfolio of clients.
• Strong technical accounting knowledge gained in practice.
• A commercial mindset with the ability to understand the challenges facing SMEs.
• Experience using accounts preparation software.
• Good working knowledge of cloud accounting softwares such as Xero, Sage and QuickBooks.
• Excellent communication and relationship-building skills with a professional client-centric attitude.
• Strong organisational skills with the ability to prioritise competing deadlines.
• A proactive approach to problem solving and continuous improvement.
• A full UK driving licence.

Desirable requirements

ACA or ACCA qualification, or equivalent experience within an accountancy practice.

Pay and benefits

Alongside a competitive salary, you'll receive:

• £38,500–£49,500 per year.
• Annual performance bonus of up to 17%.
• Paid overtime.
• Time off in lieu.
• Free parking.
• Free financial advice.
• Birthday bacon butties.
• Cycle to work scheme.
• Company pension with auto-enrolment.

Working pattern and location

This is a permanent, full-time office-based position in Carlisle.

Working hours are 8.30am to 5.00pm, with flexibility available where business needs allow.

Some travel to client premises and our other offices will be required as part of the role.