Part Qualified Accountant

Turver Jones Limited; Lancaster; On-site; GBP 30,000 - 32,000; Full time

Job summary

A growing accountancy firm based in Lancaster is seeking a Part qualified Accountant to manage a portfolio of clients. Responsibilities include preparing self-assessment tax returns, providing tax advice, and ensuring excellent customer service. The role offers a competitive salary of £30-£32k plus a comprehensive study package, flexible working arrangements, and benefits like additional holidays and a Bupa cash plan. The position requires onsite presence at least once a week.

Benefits

22 days holiday plus bank holidays

Study package

Bupa cashplan

Autoenrollment pension

Qualifications

• Experience gained within practice.
• Solid background managing a client portfolio.
• Confident with cloud systems (Xero, FreeAgent, QuickBooks).
• Great at building relationships and solving problems.
• Calm under pressure and organized.

Responsibilities

• Preparation of self-assessment tax returns.
• Providing personal & corporate tax advice.
• Preparation of annual accounts.
• Dealing with HMRC in regards to queries and correspondence.
• Customer service and handling client queries.

Skills

Experience in practice

Client portfolio management

Familiarity with cloud systems (Xero, FreeAgent, QuickBooks)

Problem-solving

Organizational skills

Job description

Part qualified Accountant | Hybrid | Lancaster | £28-£30k

Want to take your accountancy career to the next stage with an employer that is going places and growing at a fast pace? Keep reading..

Based in Lancaster working in great offices that are very accessible, with an added bonus of free parking, offering a very flexible way of working and development of your career.

The role will involve managing a portfolio of clients. Tasks will include planning workload (self‑assessment tax returns, year‑end company accounts and corporation tax returns), liaising with clients and answering technical queries, reviewing work, answering technical questions and providing an all‑round service going above and beyond for clients.

What you’ll be doing

• Preparation of self‑assessment tax returns.
• Providing personal & corporate tax advice.
• Preparation of annual accounts.
• Dealing with HMRC in regards to queries and correspondence.
• Customer service
• answering telephone calls and emails and dealing with queries and complaints.
• Promote quality of service delivered to clients for retention and growth.
• Report to managers & senior managers on personal and team performance.

What were after

• Experienced gained within practice
• Solid background managing a client portfolio
• Confident with cloud systems (Xero, FreeAgent, QuickBooks)
• Great at building relationships and solving problems
• Calm under pressure, organised, and always looking ahead

What you will receive

• Salary £30-£32k plus study package
• 22 days holiday plus bank and your birthday off rising to 25 with length of service
• Bupa cashplan
• Autoenrollment pension

Onsite in Lancaster at least 1 day per week

If this sounds of interest get in touch with James at Turver Jones for more information or apply with your cv as we are interviewing asap and looking to offer before Christmas.