The Company:
Our client is a specialist professional services firm supporting organisations within the charity and not-for-profit sector. The team focuses on providing high-quality financial reporting and compliance services to help clients meet their regulatory obligations.
The Role:
On behalf of our client, we are seeking an Accounts & Tax Manager to join their Weston-super-Mare office. This is a key role overseeing a growing portfolio of clients and ensuring the delivery of accurate accounts and tax services.
Reporting to senior leadership, the role combines client-facing responsibilities with team leadership, mentorship, and compliance oversight. It is well suited to someone who enjoys taking ownership, developing others, and maintaining high standards of service.
Responsibilities will include:
• Manage and develop a growing portfolio of clients.
• Build and maintain strong client relationships through regular meetings and ongoing support.
• Prepare and analyse accounts for a variety of clients.
• Supervise, mentor, and support team members, ensuring effective workload management and professional development.
• Review accounts prepared by junior staff and provide constructive feedback.
• Assist with tax computations, including adjusted profit calculations and capital allowance claims.
• Prepare tax returns using specialist software and calculate client tax liabilities.
• Provide accounts, tax, and business advice to clients as required.
• Oversee the completion of statutory and compliance-related forms, including P11Ds and VAT returns.
• Use Microsoft Excel for analysis, forecasting, and scheduling activities.
The Person:
The ideal candidate is enthusiastic, proactive, and takes pride in delivering high-standard work while building positive relationships. They are an effective communicator with a keen eye for detail, strong organisational skills, and the ability to work independently within a supportive team.
- Previous experience in an accountancy practice environment.
- Strong technical knowledge of accounts preparation and taxation.
- Excellent communication and client relationship management skills.
- Proven leadership experience managing and developing a team.
- Proficiency in Microsoft Excel and accounting software , including Digita, Xero, and QuickBooks, would be advantageous.
- Relevant professional qualifications include AAT, ATT, ACCA, ACA, CTA, or equivalent.
- Ongoing Continuing Professional Development (CPD) is fully supported and funded by the practice.
The Salary:
£45-55,000
The Hours:
9am – 5pm Monday – Friday
The Benefits:
Car parking, 20 days holiday + bank holidays (holiday raise each year), study support, death in service, healthcare
The Location:
Weston Super Mare, North Somerset