Accounts Senior - Hybrid Role in Exeter - Minimum AAT Level 4 Qualified - Varied Client Portfolio

Accounts Senior - Hybrid Role in Exeter - Minimum AAT Level 4 Qualified - Varied Client Portfolio + Study Support - (RL7875)

Location: Exeter, Devon - Hybrid (3 dpw on-site)
Salary: Competitive DOE
Benefits: 20 days holiday + Bank Holidays, Extra day off for Xmas, 0.5 days extra holiday per year, Flexi Hours (around core 9.30am - 4pm hours), Medicash Plan, Online discounts, 24 hour employee helpline, Professional subscription, Fully funded training qualifications, Training bonuses for AAT, ACA & ACCA Students, Parking permit salary sacrifice, Referral bonus, Dress down Fridays, and Wellbeing.
Start: ASAP

The Client - A progressive and inclusive accountancy practice with a people-first approach. The firm promotes professional growth, hybrid working, and wellbeing while providing varied and engaging work for clients ranging from sole traders to limited companies.

The Candidate - You will be minimum of AAT Level 4 qualified (or equivalent) with at least 4 years of recent experience in a practice environment. You should be confident preparing accounts and tax returns across a range of client types, comfortable liaising directly with clients, and capable of supporting and mentoring more junior team members. You will have strong tax knowledge, solid spreadsheet and software skills, and excellent organisational abilities.

The Role -This is a hybrid Accounts Senior role based in Exeter. You will manage a diverse portfolio of clients, preparing accounts and tax returns for sole traders, partnerships, and limited companies. You'll be involved in tax planning, forecasting, management accounts, and helping to coach and support junior staff. There is regular client contact, and the opportunity to contribute to business growth and quality service delivery.

Responsibilities -

• Plan and prepare accounts for sole traders, partnerships, and limited companies from client records.
• Review and finalise statutory accounts for submission to clients.
• Prepare and review personal and corporation tax returns.
• Support tax planning and calculate income tax liabilities.
• Prepare management and financial accounts.
• Conduct cash flow forecasting.
• Build and maintain strong relationships with new and existing clients.
• Deal with everyday client correspondence and emails in a timely manner.
• Undertake tax enquiry work as required.
• Supervise, coach, and assist junior team members, including on-the-job training.
• Provide accounting software training and guidance to clients.
• Set budgets for accounts preparation and monitor progress.
• Assist less experienced colleagues with accounts completion.
• Communicate regularly with managers and reporting partners on task progress.
• Complete daily timesheets accurately.
• Maintain a high standard of accuracy, organisation, and timeliness in all work.
• Engage in continuous professional development and stay current with industry changes.

Essential Requirements -

• Minimum of AAT Level 4 qualified (or equivalent)
• Minimum 4 years' experience in practice
• Strong knowledge of personal and corporate tax
• Excellent spreadsheet and IT skills
• Proficient with Xero, QuickBooks, Sage, and CCH
• Strong organisational and time management skills
• Excellent communication and interpersonal skills
• Confident client liaison skills
• Able to support and develop junior staff.

Desirable (Not Essential) -

• Working towards ACCA/ACA/CTA
• Experience delivering software training to clients.
• Experience in tax enquiry handling

To apply for this Accounts Senior permanent job, please click the button below and submit your latest CV.
Curo Services endeavours to respond to all applications, however this may not always be possible during periods of high volume. Thank you for your patience.
Curo Services is a trading name of Curo Resourcing Ltd and acts as an Employment Business for contract and temporary recruitment as well as an Employment Agency in relation to permanent vacancies.