Management Accountant (CIMA Qualified) Practice – 50K per annum

Job Description

Reports to: Head of Operations
Location: Head Office (Hybrid: 2-3 days from home)

Main Purpose of the Job:
To lead the Growth Service team in providing accurate and timely financial information to our growth clients, ensuring compliance with accounting and tax regulations. This role involves overseeing team efficiency, managing financial returns and accounts, and effectively communicating technical matters to clients. The focus is on building strong client relationships and delivering exceptional customer service.

Key Responsibilities:

• Manage and sign off client year-end accounts and corporation tax returns.
• Oversee and approve management accounts, providing insightful commentary.
• Conduct quarterly strategic sessions with each client.
• Perform annual salary and dividend reviews for clients.
• Address technical and accounting queries via phone and email in a client-friendly manner.
• Complete and sign off on VAT returns.
• Conduct welcome calls for new clients, explaining tax rules, rates, and structuring options.
• Provide proactive tax planning advice.
• Prepare and discuss high-rate tax projections with clients.
• Complete and sign off self-assessment tax returns.
• Resolve complex queries and reconciliations in Xero/FreeAgent.
• Oversee the onboarding of new transfer clients onto Xero/FreeAgent.
• Prepare and sign off earnings references.

Skills & Experience Required:

• Minimum of 5 years’ experience managing a client portfolio.
• Part-Qualified, Fully Qualified, or Qualified by Experience (QBE).
• Strong technical knowledge of VAT, personal tax, corporation tax, and limited company accounts.
• Experience in producing detailed management accounts.
• Proven track record of providing proactive tax planning advice.
• Excellent verbal and written communication skills.
• Proficient in cloud-based accounting software; experience with CRM systems preferred.
• Essential knowledge of Xero; familiarity with FreeAgent and TaxCalc is advantageous.
• Strong attention to detail and effective time management skills.
• Ability to self-manage workload while collaborating with team members.
• Proven ability to question and improve quality and processes.
• Experience in managing and training junior staff.

Key Performance Indicators (KPIs):

• Accurate and timely delivery of financial statements and returns.
• High levels of client satisfaction and effective relationship management.
• Efficiency in managing the team’s workflow and deliverables.
• Effective resolution of technical queries and client issues.
• Successful implementation of proactive tax planning strategies.
• Efficient onboarding of new clients and seamless integration with accounting systems.

This job description provides a general overview of the position’s nature and responsibilities. It is not an exhaustive list of all duties or skills required, and the company reserves the right to modify responsibilities as necessary to meet organizational needs. Any specific physical or mental demands associated with the role will be discussed during the interview process. Employment is contingent upon successful completion of background and reference checks, along with any relevant pre-employment screenings. The company is an equal opportunities employer and encourages applications from candidates of diverse backgrounds.