Personal Accountant

Posted 4 September by REED Accountancy
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Well established top 100 Accountancy Firm based in Poole are recruiting for an experienced Personal Accountant.

This is an exciting opportunity to manage your own portfolio whilst working for a dynamic and expanding company.

Salary range £30,000 - £40,000 per annum

Role Overview:

The successful candidate will be responsible for developing and manageing a portfoloio of clients. In addition to this, take responsibility for the day to day management of an accounts team and ensure all client filing deadlines are met.


- Developing and managing a portfolio of clients

- Focus on client service and meeting demands of the clients

- Review clients year end company accounts and company tax returns

- Proactively deal with and resolve client queries

- Tax and accounts planning

- Handling new clients

- Client retention

- Compliant handling

- Review work of junior staff

- Conduct performance reviews with team members ensuring SMART objectives are met

- Prepare management reports

- Selling and marketing services

- Invoicing

- Recruitment and selection of key personnel


- Practice experience

- Strong numeracy and communication skills

- Ability to maintain high levels of accuracy

- Ability to work towards strict deadlines

If you are interested in the above vacancy and finding out more information please contact Alistair Gray ASAP at REED Accountancy

Required skills

  • Account Manager
  • Financial Accounting
  • Portfolio Management
  • Tax
  • Client Accounts

Reference: 34695770

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