Hours: 37.5 per week
Division/Department: SME/Practice Accounting
Reporting to: Practice Manager
Location: Lancaster

Organisational Profile

The company is a well-established accountancy firm based in Lancaster, providing accounting services for a range of clients.  The company offer a high-quality service in Bookkeeping, Accounts, Payroll, VAT Returns and Tax Services as well as offering a wealth of knowledge and advice.

Position Summary

This is an excellent opportunity for an ambitious and talented Practice Accountant.

The role will involve delivery of services to a portfolio of clients. Tasks will include planning workload (self-assessment tax returns, year-end company accounts and corporation tax returns), liaising with clients and answering technical queries, reviewing and preparing accounts, answering technical questions and providing an all-round service going above and beyond for clients.

Responsibilities & Duties

• Preparation and reviewing of annual accounts.
• Client meetings (virtual & face-to-face).
• Completion of self-assessment tax returns.
• Dealing with complaints and complex issues from clients.
• Preparation and dealing with HMRC audits or investigation.
• Monitoring and coordination of tasks and providing feedback to Accounts Assistants where applicable.
• Provide tax advice.
• Work as an integral team member to support and achieve the Company’s One Team goal.
• Acting as an ambassador for the Company and supporting and promoting the Company objectives and themes, promoting the highest standards of behaviour and attitude.
• Commit to own professional development, enhancing and improving skills and knowledge to the benefit of all.
• Using one’s knowledge, experience, and skillset to enhance, teach and develop other staff within the business, as appropriate, to help future-proof the company.

Essential Qualifications and Skills

• To be qualified ACA, ACCA or equivalent.
• Experience of cloud accounting software.
• To have a proven background in practice accounting and managing a portfolio of clients.
• Excellent varied accounting and taxation knowledge.
• Advanced knowledge of income tax, corporation tax, VAT and PAYE.
• Ability to solve problems and provide a professional, punctual, and accurate service to clients.
• Excellent written and verbal communication with the ability to coordinate, supervise and report performance to seniors.
• Excellent timekeeping and management ability with the ability to prioritise workload to ensure all tasks are carried out daily, and all deadlines are met.
• To have a client-focused attitude and commercial awareness within the firm, and excellent attention to detail.
• IT Skills with competent use of MS Word and MS Excel.

Desirable Qualifications and Skills

• Experience of Iris accounting software.
• Knowledge of capital gains and inheritance tax.
• Previous experience of managing a team.