What the role is
Working Hours 37.5 hours, Monday – Friday
Contract Type Permanent
Location Lytham St Annes
The role of an Accountant, is to take care of a portfolio of clients, working with the team to
deliver a compliant, professional, and high-quality service to the clients. As a Senior
Accountant you will be a ‘go to’ person and will work closely with management to ensure that
service delivery is the best it can be, looking for ways in which we can improve, to enhance
our client’s journey. As a Senior Accountant, you work will not always be reviewed, so you
must be confident in your ability, up to date with all current legislation to ensure the that the
work is sent to the client ‘right first time’.
Role Responsibilities:
• Responsible for a portfolio of clients
• Reviewing work that has been prepared by assistants, and Accountants.
• Preparing accounts, VAT returns, corporation tax returns and any other compliance
work needed for filing at Companies House and HMRC.
• Ownership of compliance across your own portfolio, maintaining a thorough review
process for all work, ensuring a consistent and compliant service is delivered and
statutory filing dates are met.
• Bookkeeping for clients using Xero, Free Agent and QuickBooks as needed.
• Training Junior members of the team.
• Dealing with all communications for clients, both written and verbally.
• Dealing with the inbound and outbound post, and ensuring it is dealt with
accordingly.
• Making sure that the clients are invoiced at the right time, and for any additional
work.
• Tax planning with clients.
• Ensuring the clients are registered for the relevant taxes with HMRC.
• Making sure Companies House records are kept up to date and accurate for the
clients, ensuring that any forms needed are completed and filed at Companies House.
• Processing payroll for clients
• Covering for colleagues for period of illness, holidays, to include email cover for
clients.
• Training new starters and accountants in the team.
• Supporting and covering the Team Manager and other team members, during periods
of absence.
• Supporting the Client Partners and Senior Management Team on growth, meeting and
speaking with prospective clients, and attending events as and when required.
Contract Type Permanent
Location Lytham St Annes
The role of an Accountant, is to take care of a portfolio of clients, working with the team to
deliver a compliant, professional, and high-quality service to the clients. As a Senior
Accountant you will be a ‘go to’ person and will work closely with management to ensure that
service delivery is the best it can be, looking for ways in which we can improve, to enhance
our client’s journey. As a Senior Accountant, you work will not always be reviewed, so you
must be confident in your ability, up to date with all current legislation to ensure the that the
work is sent to the client ‘right first time’.
Role Responsibilities:
• Responsible for a portfolio of clients
• Reviewing work that has been prepared by assistants, and Accountants.
• Preparing accounts, VAT returns, corporation tax returns and any other compliance
work needed for filing at Companies House and HMRC.
• Ownership of compliance across your own portfolio, maintaining a thorough review
process for all work, ensuring a consistent and compliant service is delivered and
statutory filing dates are met.
• Bookkeeping for clients using Xero, Free Agent and QuickBooks as needed.
• Training Junior members of the team.
• Dealing with all communications for clients, both written and verbally.
• Dealing with the inbound and outbound post, and ensuring it is dealt with
accordingly.
• Making sure that the clients are invoiced at the right time, and for any additional
work.
• Tax planning with clients.
• Ensuring the clients are registered for the relevant taxes with HMRC.
• Making sure Companies House records are kept up to date and accurate for the
clients, ensuring that any forms needed are completed and filed at Companies House.
• Processing payroll for clients
• Covering for colleagues for period of illness, holidays, to include email cover for
clients.
• Training new starters and accountants in the team.
• Supporting and covering the Team Manager and other team members, during periods
of absence.
• Supporting the Client Partners and Senior Management Team on growth, meeting and
speaking with prospective clients, and attending events as and when required.