Strategic Client Advisor, Accounting & Business Services

Autograph Recruitment Ltd; Devon and Torbay; On-site; GBP 32,000 - 46,000; Full time

Job summary

Autograph Recruitment Ltd in Plymouth is representing a well-established accountancy firm recruiting a Senior Client Advisor to join their Accounting & Business Services team. You will take ownership of your own portfolio and enjoy a client-facing role with opportunities to develop technically and professionally.

The role involves managing a portfolio, preparing and reviewing management accounts, VAT returns and statutory accounts; supporting corporation tax and general compliance; mentoring

Qualifications

• 2-3+ years' experience within an accountancy practice.
• AAT / ACCA / ACA qualified or part-qualified.
• Strong communication skills and confidence working with clients.
• Experience with software such as Xero, IRIS or similar

Responsibilities

• Managing a portfolio of clients, acting as a key point of contact
• Preparing and reviewing management accounts, VAT returns, and statutory accounts
• Supporting with corporation tax and general compliance work
• Reviewing work of junior team members and providing guidance
• Working closely with clients, including attending meetings and advising on financial matters
• Assisting with onboarding, systems (Xero), and improving processes

Skills

Client-facing

Portfolio management

Communication

Education

AAT / ACCA / ACA qualified or part-qualified

Tools

Xero

IRIS

Job description

Autograph Recruitment Ltd in Plymouth is representing a well-established accountancy firm recruiting a Senior Client Advisor to join their Accounting & Business Services team. You will take ownership of your own portfolio and enjoy a client-facing role with opportunities to develop technically and professionally.

The role involves managing a portfolio, preparing and reviewing management accounts, VAT returns and statutory accounts; supporting corporation tax and general compliance; mentoring