Accounts Senior: Client‑Facing Portfolio Lead

Clark Wood; South Molton; On-site; GBP 34,000 - 42,000; Full time

Job summary

Clark Wood are looking to recruit an experienced Accounts Senior to join an established accountancy practice based in South Molton.

This client-facing role has you managing your own portfolio, predominantly limited companies and their directors/shareholders, working closely with a Partner.

You will own a varied client portfolio, build strong, long-term relationships, and handle day-to-day queries with clear communication and solid technical ability.

Responsibilities

• Managing a portfolio of limited companies and their directors/shareholders
• Preparing year-end accounts
• Preparing company and personal tax returns
• Producing management accounts
• Providing Xero training and support
• Dealing with day-to-day client queries
• Building and maintaining strong client relationships
• Working closely with the Partner and wider team

Skills

Client communication

Portfolio management

Technical accounting

Job description

Clark Wood are looking to recruit an experienced Accounts Senior to join an established accountancy practice based in South Molton.

This client-facing role has you managing your own portfolio, predominantly limited companies and their directors/shareholders, working closely with a Partner.

You will own a varied client portfolio, build strong, long-term relationships, and handle day-to-day queries with clear communication and solid technical ability.