Senior Accounts Manager

Insite Finance; Cardiff; On-site; GBP 65,000 - 75,000; Full time

Benefits offered by this job

Clear progression

Profitable client portfolio

Growth investment

Senior leadership support

Long-serving team

Client ownership

Job summary

Insite Finance in Cardiff is seeking a Senior Accounts Manager to take ownership of a growing client portfolio. You will manage senior capacity across accounts, liaising with the Accounts and Audit Director to deliver high-quality service for owner-managed businesses.

The role emphasizes client relationships, problem solving, and potential progression beyond the senior level within a profitable, stable firm.

Qualifications

• Experience managing owner-managed SME portfolios.
• Ability to review statutory accounts and supporting files.
• Strong client-facing and relationship-building skills.
• Experience developing and mentoring junior staff.

Responsibilities

• Manage a portfolio of owner-managed businesses.
• Review statutory accounts and supporting files.
• Plan work and coordinate deadlines across the team.
• Review work by junior and qualified staff.
• Hold regular face-to-face client meetings.
• Resolve accounting queries and identify issues early.
• Support and develop less experienced team members.
• Help clients access wider services where appropriate.

Skills

Portfolio management

Statutory accounts review

Client meetings

Team leadership

SME portfolio experience

Tools

Accounting software

Job description

What you will take ownership of

This role would suit an experienced practice accountant who enjoys running a portfolio properly: knowing the clients, understanding their businesses, reviewing high-quality work and becoming someone owners genuinely call when they need advice.

You'll join a profitable and growing independent accountancy firm with an unusually stable team. Plenty of employees have been with the business for a decade or more, while continued investment is creating additional opportunities for the next layer of managers.

As Senior Accounts Manager, you'll work closely with an experienced Accounts and Audit Director, providing much-needed senior capacity across a growing client portfolio.

What you will take ownership of

Senior Accounts Manager

Cardiff £65,000-£75,000

This role would suit an experienced practice accountant who enjoys running a portfolio properly: knowing the clients, understanding their businesses, reviewing high-quality work and becoming someone owners genuinely call when they need advice.

You'll join a profitable and growing independent accountancy firm with an unusually stable team. Plenty of employees have been with the business for a decade or more, while continued investment is creating additional opportunities for the next layer of managers.

As Senior Accounts Manager, you'll work closely with an experienced Accounts and Audit Director, providing much-needed senior capacity across a growing client portfolio.

What you will take ownership of

• Managing a portfolio of owner-managed businesses
• Reviewing statutory accounts and supporting files
• Planning work and coordinating deadlines across the team
• Reviewing work prepared by junior and qualified staff
• Holding regular face-to-face client meetings
• Resolving accounting queries and identifying issues early
• Supporting and developing less experienced team members
• Helping clients access wider services where appropriate

Although the wider firm has audit capability, this Senior Accounts Manager position is focused specifically on accounts and business services.

You'll need strong experience gained within accountancy, ideally managing or reviewing portfolios of SME and owner-managed business clients.

The firm puts considerable emphasis on personal relationships. Clients around Cardiff expect to know their advisers, so someone who enjoys getting out from behind the accounts file will fit far better than somebody looking for a purely technical review role.

Why people stay

The business has built a high-performing culture without turning itself into a corporate production line.

People are trusted with responsibility, progression is encouraged and strong contribution is recognised financially. Investment into the firm is increasing, but the intention is to retain the close-knit feel that has helped make it one of the strongest independent accountancy businesses in the region.

Package

• £65,000-£75,000
• Clear progression beyond Senior Accounts Manager
• Established and profitable client portfolio
• Strong investment in future growth
• Supportive senior leadership
• Long-serving and experienced team
• Genuine client ownership

This is an opportunity to build a long-term career in Cardiff rather than simply add another manager title to your CV.