Senior Accountant & Client Partner—Ownership & Mentorship

WH Finance Ltd; Barnstaple; On-site; GBP 45,000 - 65,000; Full time

Job summary

WH Finance Ltd in Barnstaple is seeking a Senior Accountant / Associate Partner who enjoys nurturing client relationships, supporting junior team members and taking ownership of a client portfolio. You will review junior work, prepare accounts for more complex clients and act as the day-to-day contact for clients.

Join a close-knit practice with opportunities for progression as you manage your own client block, including workflow, WIP and billing alongside the partner.

Qualifications

• Experience reviewing junior work and guiding staff.
• Experience preparing accounts for more complex clients.
• Strong client-facing skills and relationship management.
• Ability to manage own client portfolio and billing workflow.

Responsibilities

• Review juniors’ preparation work and provide guidance.
• Review accounts prior to partner sign-off and help prepare information for client meetings.
• Prepare accounts for complex clients from digital records.
• Act as day-to-day contact for clients, handling routine queries and building relationships.
• Manage own block of clients, including workflow, WIP, billing and file ownership with the partner.
• Opportunity for progression within the role.

Skills

Client relationships

Mentoring juniors

Accounts preparation

Billing & WIP

Job description

WH Finance Ltd in Barnstaple is seeking a Senior Accountant / Associate Partner who enjoys nurturing client relationships, supporting junior team members and taking ownership of a client portfolio. You will review junior work, prepare accounts for more complex clients and act as the day-to-day contact for clients.

Join a close-knit practice with opportunities for progression as you manage your own client block, including workflow, WIP and billing alongside the partner.