Heelan Associates Ltd

Are you an experienced practice professional looking to join a modern, growing accountancy firm that genuinely values its people? This is an excellent opportunity to join a well-established and forward-thinking practice that combines traditional client service values with a progressive approach to accountancy and business advisory. Working with an impressive portfolio of owner-managed businesses, you'll play a pivotal role in delivering exceptional client service while leading and developing a team of accountants. With continued growth and investment in both technology and people, this is an ideal opportunity for someone seeking a long-term career move within a supportive and collaborative environment. What will the Client Manager role involve? Managing a portfolio of sole traders, partnerships and limited company clients. Preparing, reviewing and submitting statutory accounts and tax returns. Leading, mentoring and developing your own team of accountancy professionals. Reviewing work completed by team members and providing technical guidance and feedback. Ensuring client deadlines and service level agreements are consistently achieved. Supporting clients with tax planning and providing commercially focused advice. Advising clients on advisory areas including cashflow, budgeting and business performance. Managing client relationships and acting as a trusted point of contact. Leading year-end meetings and conducting client fee reviews. Liaising with HMRC and other regulatory bodies on behalf of clients. Supporting the onboarding of new clients and ensuring a smooth transition into the business. Contributing to the ongoing development and success of the wider practice. Demonstrating leadership behaviours aligned to the company values. Suitable Candidate for the Client Manager vacancy: ACCA, ACA, FMAAT or equivalent fully qualified accountant or tax advisor who holds a current professional body membership. Minimum of 5 years' experience working within an accountancy practice environment. Strong experience preparing and reviewing accounts and tax returns for a varied client portfolio. Sound technical knowledge across accounts preparation, taxation and compliance. Experience managing client relationships and delivering advisory services. Previous leadership, mentoring or team supervision experience would be advantageous. Practical experience using cloud accounting software such as Xero, QuickBooks, Dext or similar. Strong communication skills with the confidence to present complex information in a clear and practical manner. Highly organised with excellent time management and attention to detail. Additional benefits and information for the role of Client Manager: Salary of £53,500 - £58,000 depending on experience. Hybrid working with up to 2 days working from home. Additional holiday allowance over the Christmas period. Additional paid day s leave for your birthday (when on a working day). WPA Cash-plan private medical cover. Professional body membership fees covered. Full-time 36.5-hour working week (16:00 on a Friday). Ongoing professional development and training opportunities. Opportunity to work closely with business owners and provide value-added advisory services. Supportive, collaborative and people-focused culture. Genuine career progression opportunities within a growing practice. Modern systems and technology-driven working environment. To find out more about our client, please click here CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.

Are you an experienced practice professional looking to join a modern, growing accountancy firm that genuinely values its people? This is an excellent opportunity to join a well-established and forward-thinking practice that combines traditional client service values with a progressive approach to accountancy and business advisory. Working with an impressive portfolio of owner-managed businesses, you'll play a pivotal role in delivering exceptional client service while leading and developing a team of accountants. With continued growth and investment in both technology and people, this is an ideal opportunity for someone seeking a long-term career move within a supportive and collaborative environment. What will the Senior Accountant role involve? Preparing, sending and submitting accounts and tax returns for a portfolio of sole traders, partnerships and limited companies. Providing training, mentorship and technical guidance to the accounting team and wider business where appropriate. Checking and reviewing accounting and taxation work produced by the team, offering constructive feedback and support. Communicating with clients by phone, email, social media and in person, including chasing records where needed. Onboarding new clients into the portfolio, including initial bookkeeping and compliance handovers to the relevant department. Assessing and advising clients on their tax position, including tax efficiency and planning opportunities. Reviewing and advising clients on advisory areas such as cashflow, budgets and pricing, with further training provided on advisory systems. Completing, reviewing and preparing bookkeeping, VAT returns and CIS where required. Preparing and delivering year-end client meetings and client fee reviews. Maintaining electronic filing of books and records, alongside client administration and records management. Acting as liaison between clients and HM Revenue & Customs to deal with and resolve queries. Managing ongoing professional development and learning, including any relevant CPD required by a professional body. Ensuring HMRC and Companies House statutory information is accurate and up to date. Suitable Candidate for the Senior Accountant vacancy: Full membership of a chartered professional body, such as AAT, ATT, ACCA or equivalent. Extensive practice experience, ideally 5+ years, overseeing a broad client base and delivering work directly in a dynamic environment. Strong experience preparing, reviewing and checking accounts and tax returns for sole traders, partnerships and limited companies. Experience working with client records and systems including Xero, QuickBooks, Dext and FreeAgent. Sound understanding and working knowledge of tax, with the confidence to advise clients and make practical recommendations. Strong Microsoft Word and Excel capability. Excellent time management, with the ability to work to tight deadlines and respond to emerging priorities without compromising attention to detail. Clear written and verbal communication skills, with the ability to explain complex information in a straightforward and helpful way. Curious, proactive and comfortable seeking information from colleagues and clients to support seamless service delivery. Friendly, professional and customer-focused, with a commitment to continued learning and professional development. Additional benefits and information for the role of Senior Accountant: Salary of £44,000 - £50,000 depending on experience. Permanent, full-time position working 36.5 hours per week. Office-based role in Waterlooville, with 1 day working from home available. Opportunity to join a growing, commercially focused accountancy practice with a supportive team culture. Chance to work with a varied portfolio of inspiring small business clients. Ongoing professional development, learning and relevant CPD support. Exposure to advisory work, including cashflow, budgeting, pricing and tax planning. Modern accounting systems and technology-led working environment. To find out more about our client, please click here CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn t discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst we ensure all applications are considered, regrettably, it may not be possible to respond individually to all applications received.