Senior Financial Professional

4 days ago


Shirley, United Kingdom YourRecruit Full time

Job Title: Senior Financial Professional

This is an excellent opportunity for an experienced Accountant to join our client's well-established, family-run accountancy practice in Croydon.

The successful candidate will have experience working at a senior level within a small to medium-sized firm. You will be responsible for managing a portfolio of clients and supervising a small team.

Salary: £48,000 - £58,000 per annum (dependent on experience and qualifications)

About the Role:

We are seeking a highly skilled Senior Financial Professional to join our client's thriving accountancy practice. This is a client-facing role that offers the opportunity to manage a diverse portfolio of clients, ranging from sole traders to limited companies.

The ideal candidate will be confident in preparing accounts, tax returns, and handling occasional bookkeeping tasks while providing exceptional service to clients.

Key Responsibilities:

  • Portfolio Management: Oversee a varied portfolio of clients acting as their primary point of contact for financial and accounting matters.
  • Accounts Preparation: Prepare annual accounts for sole traders, partnerships, and limited companies.
  • Tax Returns: Prepare and file personal and corporate tax returns ensuring compliance with HMRC regulations.
  • Bookkeeping: Conduct occasional bookkeeping tasks when required ensuring accurate financial records.
  • Client Interaction: Build and maintain strong client relationships offering advice and support as needed.
  • Software Use: Utilise accounting software such as Xero, FreeAgent, TaxCalc, MoneySoft, and Virtual Cabinet training provided for unfamiliar systems.
  • Team Support: Mentor junior staff and assist colleagues with technical queries as required.

Essential Qualifications and Experience:

  • A recognised UK accountancy qualification (ACCA, ACA, or equivalent).
  • Proven experience working in an accountancy practice environment.
  • Experience managing a portfolio of clients with a strong understanding of UK accounting and tax regulations.

Skills and Attributes:

  • Excellent communication and interpersonal skills for managing client relationships.
  • Strong organisational and time management abilities to handle a varied workload effectively.
  • Attention to detail and high levels of accuracy in financial reporting.
  • Proactive and solution-focused with the ability to work independently and as part of a team.

Please send your CV in Word format only. Only apply if you are already eligible to work in the UK indefinitely without sponsorship. If you know someone suitable, take advantage of our paid referral fee. Due to the large numbers of responses we receive it is not possible to respond to every application. We will contact short-listed candidates for this particular role only. Please feel free to apply for further roles.



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