We're a long-standing accountancy firm located in Wrexham, working with clients across North Wales, Shropshire, and Cheshire. Our client base is diverse -- from trades and professional services to IT specialists and growing SMEs.
Our approach is practical and people-focused: we combine statutory accounts and tax return services with hands-on advice that helps businesses grow. With a collaborative team culture and supportive environment, we offer a great place to progress your career while making a real impact with clients.
The Opportunity
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We're on the lookout for a Practice Accountant ready to step into a
Client Portfolio Manager
role. You'll manage your own portfolio, becoming the go-to advisor for clients. The role blends accounts preparation, corporation tax, VAT, self-assessments, and management accounts.
What You'll Do
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Produce and review statutory accounts, management accounts, and tax returns.
Provide advice around budgeting, forecasting, and business planning.
Act as the trusted contact for your clients, building long-term relationships.
Support and review the work of junior team members.
Work confidently with cloud software (Xero, QuickBooks, Sage, FreeAgent) and CCH.
About You
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At least 5 years of experience in an accountancy practice.
ACA/ACCA qualified, or Qualified by experienced with strong technical expertise.
Solid background in accounts prep, tax compliance, and VAT.
Able to explain financial information clearly to clients.
Organised, proactive, and naturally good at building rapport.
Benefits
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Client referral bonus scheme.
Hybrid working (2-3 days in office, with flexibility to work from home part of the week).
Part-time options available.
Company pension plan.
Regular team events and a friendly, supportive atmosphere.
* Free parking at the office.
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