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Financial Services Team Lead

1 month ago

Oxford, Oxfordshire, United Kingdom Clark Wood Full time

Clark Wood is a well-established recruitment agency specialising in accountancy practice placements. Our client, a reputable firm of chartered accountants based in Oxford, seeks an experienced Financial Services Team Lead to join their team.

About the Role

This challenging and rewarding position will see you managing a diverse portfolio of clients comprising small-medium limited companies, sole traders, and partnerships. Your key responsibilities will include supervising junior staff, reviewing their work, and providing constructive feedback. The ideal candidate will be ACCA / ACA qualified with strong general practice experience.

  • Client Management: Oversee a diverse portfolio of clients, including small-medium limited companies, sole traders, and partnerships.
  • Financial Statement Review: Conduct thorough reviews of Limited Company Financial Statements.
  • Accounting Support: Prepare and review management accounts for clients.
  • Work Planning: Develop and implement effective work-planning strategies for your portfolio.
  • Jr. Team Support: Provide timely and constructive feedback on jobs performed by junior members of the team.
  • Bespoke Solutions: Collaborate with partners and clients to deliver bespoke solutions and project work as required.
  • Fee Negotiation: Work closely with clients to agree fees for services rendered.
  • Portfolio Management: Effectively manage your own workload and that of the team to meet client expectations.
Requirements

To succeed in this role, you will need:

  • ACCA / ACA Qualification.
  • Significant client management experience, preferably in an accountancy practice setting.
  • Proven ability to review and provide feedback on work prepared by junior staff.
What We Offer

We are committed to supporting our employees in their career development and offer a competitive salary package. Based on industry standards and considering the location, we estimate the salary for this position to be in the range of £60,000 - £80,000 per annum. This figure may vary depending on factors such as experience, qualifications, and performance.

Join Our Client's Team

For further information about this exciting opportunity, please contact Clark Wood at richard@clark-wood.co.uk or +44 (0) 7796 543596.