Job Description

Portfolio Director - Finance Director Service

Looking for a role where you can flex your commercial acumen and help clients businesses thrive? Are you able to develop deep trusting relationships with clients and continually look for opportunities to add value? Are you great at presenting financial insights to clients, providing advice and empowering clients to make the right decisions for their businesses?
We are on an exciting journey to become a top 100 UK Accountancy Firm, and having the right people is fundamental to our success. We are looking driven, committed and expert people to be part of this - sound like you?

ABOUT THE OPPORTUNITY

The role of our Client Manager - Finance Director (FD) is to

deliver exceptional FD advisory services to your own portfolio of client

s. Working with clients is your thing and you get a kick out of hosting impactful outcome based meetings that make a real difference to our clients businesses.

You will work closely with colleagues to ensure that the production of accounts, compliance and delivery of deadlines are met. As well as ensuring that you deliver advisory services, reports and information that are forward looking and help our clients make the right financial decisions for their business.

Through your work with clients, you will deliver a high level of service, be focussed on fostering deep, long lasting relationships and always looking to add value. You will naturally generate significant new business opportunities given the close relationships, regular contact, and insights this role fosters with clients. As such, the role will ensure that growth opportunities are identified and live prospects are managed through to the Onboarding process.

KEY RESPONSIBILITIES

Client FD Delivery -

Providing quality advisory services to clients enabling them to achieve their business objectives with access to the right financial insights. Lead and facilitate meetings with clients that have alignment with their financial goals, advice through the accurate analysis and interpretation provide advice and guidance.

FD Service -

Production and delivery of timely Management Information including, cashflow forecasting, management reports, budget preparation and maintenance, budget variance reporting and 3-way financial forecasting.

Accounts Production -

Accurate and timely deliver of year end accounts which include, business and personal taxation reviews, accounts preparation, CT preparation, submission of all statutory accounts, processing confirmation statements.

Tax Planning -

Delivering effective tax planning by producing and presenting corporation and personal tax positions, recognising opportunities for tax mitigation, advise on how tax should be managed / paid, advising on share structures where required, utilising appropriate tax banding for clients and recognising where specialist tax advice is required.

Finance Function -

Oversight, by working with colleagues, or delivery of, bank recs, posting to nominal codes and journals, basic VAT treatment, CIS processing etc.

MI Production -

Producing and delivering comprehensive Numbers Reports for clients, including month end production, VAT returns and CIS requirements.

ABOUT YOU

KEY SKILLS

AAT Level 4 minimum ACCA, ACA, CIMA qualification or equivalent QBE Experience of working in Accounting Practice at a similar level The ability to form strong client relationships Proven experience of creating financial strategy to support business goals and the delivery of this Strong communication and presentation skills Knowledge of Xero and/or the ability to adapt to use latest software technologies MS Office or G Suite High attention to detail and analytical skills Ability to generate, analyse and interpret financial reports and explain these to others in terms they understand Ability to mentor others, guide business leaders and influence decisions.

PREFERRED SKILLS

Knowledge of Taxcalc or similar Accounting software People skills

ABOUT US

We think beyond accounting by putting finance teams into businesses helping them unlock growth with full, affordable accounts teams that support every step of their journey.

This is an exciting time to join Northern Accountants! We are on our journey to become a top 100 Accountancy firm and are looking to further invest in our amazing team to help us get there together.

You can find out more about who we are and what we do by visiting: https://www.northernaccountants.co.uk/

Location

: Morley, Leeds

Salary

: 56k - 65k

Key Benefits include:

Company pension Personal and career development Free parking Health & wellbeing programme Private medical insurance Company events

STRICTLY NO AGENCIES PLEASE

Job Types: Full-time, Permanent

Pay: 56,000.00-65,000.00 per year

Additional pay:

Bonus scheme
Benefits:

Additional leave Company events Company pension Free parking Health & wellbeing programme On-site parking Private medical insurance
Schedule:

Monday to Friday
Experience:

in-house accountancy practice: 3 years (preferred) Finance Director : 3 years (preferred) Accounting: 3 years (preferred)
Work Location: In person

Reference ID: CMFD01