Partner Designate

IPS Finance; Otley; Hybrid; GBP 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid working

34 hours per week

Job summary

IPS Finance is seeking an ambitious Associate Partner (Partner Designate) to drive growth in the Yorkshire accountancy market. You will take ownership of a client portfolio, oversee accounts, tax compliance and advisory services, and lead client relationships to identify opportunities for expansion.

The role offers a genuine path to Partnership with a 34-hour working week and hybrid working arrangements, emphasising innovation, client relationships and career development within a modern practice.

Qualifications

• ACA or ACCA qualification with significant post-qualification experience.
• Strong client relationship experience in an accountancy practice.
• Technically strong across accounts, tax and advisory.

Responsibilities

• Take ownership of a portfolio of clients, acting as a trusted senior adviser.
• Oversee accounts, tax compliance and business advisory services.
• Lead client relationships, identifying opportunities to add value and grow the portfolio.
• Take responsibility for portfolio profitability, billing, WIP and commercial performance.
• Lead and develop Managers and wider Business Services teams.
• Drive business development, cross-selling and new client opportunities.
• Provide strategic financial and commercial advice to clients.
• Champion technology, automation and continuous improvement across the team.

Skills

Client relationship management

Leadership

Strategic advisory

Technology mindset

Education

ACA or ACCA qualification

Job description

A modern, forward-thinking accountancy firm is looking to appoint an ambitious Associate Partner (Partner Designate) to play a key role in the continued growth of the practice.

This is an excellent opportunity for an experienced ACA/ACCA-qualified accountant currently operating at Senior Manager/Associate Director level who is looking for a genuine route to Partner.

The Role

• Take ownership of a portfolio of clients, acting as a trusted senior adviser.
• Oversee accounts, tax compliance and business advisory services.
• Lead client relationships, identifying opportunities to add value and grow the portfolio.
• Take responsibility for portfolio profitability, billing, WIP and commercial performance.
• Lead and develop Managers and wider Business Services teams.
• Drive business development, cross-selling and new client opportunities.
• Provide strategic financial and commercial advice to clients.
• Champion technology, automation and continuous improvement across the team.

The Person

• ACA or ACCA qualified with significant post-qualification experience.
• Strong accountancy practice background with proven client relationship experience.
• Technically strong across accounts, tax and advisory.
• Commercially minded with experience of developing and growing client portfolios.
• Strong leadership and people development skills.
• A forward-thinking approach to technology and modern accountancy.
• Ambitious to progress to Partner.

What's on Offer

• Genuine opportunit for Partner progression
• 34-hour working week, with the option to work across 4 or 5 days
• Hybrid working
• Opportunity to join a modern, commercially focused accountancy firm with a strong emphasis on innovation, client relationships and career development.

This is an opportunity for an ambitious practice professional who wants greater responsibility, flexibility and a clear path to Partnership.

IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.