Location: Waterlooville, Hampshire
Salary: £44,000 - £50,000 DOE
Hours: Full time (37.50 hours) – Office based (2 days WFH available)
Contract: Permanent
Reporting to: Accountancy Manager
Job Purpose
Are you looking to join a rapidly growing, dynamic, and commercially savvy Accountancy Practice where:
There's no such thing as a silly question
Time and talent are respected
There are endless opportunities to learn and develop
Alternative perspectives are welcome
...and (most importantly of all) nobody thinks they're too "big time" to make a round of brews?
If so, we'd love to have a conversation with you about joining our thriving team.
By combining our traditional values with modern thinking our team of Accounting, Bookkeeping and Payroll professionals proudly set the standard for what modern small business accounting support should look like. We are a team on a mission, with an ever-expanding caseload of clients, so now is a really exciting time to join our friendly team.
As a Senior Accountant, you will be focused on delivering an exceptional client experience for a portfolio of inspiring small business clients, both through direct service and by providing technical support to your small accounting 'pod' team.
Key Responsibilities
To prepare, send and submit accounts & tax returns for a portfolio of clients, including Sole Traders, Partnerships and Limited Companies
To provide training, mentorship and technical guidance to your accounting team (and wider businesses where appropriate)
To check and review accounting and taxation work produced by your team, providing constructive feedback and training
To provide leadership and role-model behaviour (to our company values) to the accountancy team
To communicate with clients via phone, email, social media and in person, including chasing records
To onboard new clients and integrate them into your portfolio – this will include bookkeeping, compliance etc to then be handed over to the relevant department
To assess and advise clients on their tax position, and to optimise and plan the tax efficiency of clients
To review and advise clients on advisory level to include cashflow, budgets, pricing etc (further training on our advisory systems will be provided)
To complete, review and prepare book-keeping, VAT returns and CIS where required
To prepare and execute year end client meetings
To carry out and deliver client fee reviews
To maintain electronic filing of books and records both internally as well as management of client administration and records
To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries
To provide external training e.g. client bookkeeping training and as applicable as per our company values
To manage and maintain your professional development and learning including any relevant CPD required by your professional body
To ensure and update HMRC/Companies House statutory information is accurate
Person Specification
Relevant Experience
Must be supported by a full membership to a chartered professional body (AAT, ATT, ACCA etc.)
Extensive experience spanning 5+ years in practice, overseeing a broad client base and delivering work directly in a dynamic environment
Must be able to prepare, review and check accounts & tax returns for clients to review stage, including Sole Traders, Partnerships and Limited Companies
Experience of working with clients utilising Xero, QuickBooks, DEXT and Free Agent to produce client work
Sound understanding and working knowledge of tax
Skills
Able to navigate Microsoft packages, specifically Word and Excel
Effective at time management with the ability to work to tight deadlines and deal with newly emerging priorities day-to-day without compromising attention to detail
Confidently able to provide advice and make recommendations to clients, taking care to break down complex information in such a way as to help with understanding in both written and verbal communication
Proactively seeks out information when needed from colleagues and clients to enable a seamless service with a curious approach and hunger to expand knowledge
Personal Attributes
Friendly and professional with the ability to communicate effectively at all levels, internally and externally, and committed to providing exemplary customer care
A fun and outgoing attitude with a desire to support the growth of a thriving business, whilst enjoying professional growth at the same time
An advocate for continued professional development, constantly curious and hungry to learn but not afraid to ask for advice when needed and act upon feedback given
Takes pride in professional appearance and positively represents the brand
Shared Values
Our values represent who we are as a company; they guide our decisions, underpin our relationships and govern the way we conduct ourselves and our business.
Relationships over numbers – The meaningful relationships we build with our clients are fundamental to the way we do business. Our deep understanding of their individual needs and circumstances enables us to not just meet expectations but exceed them, time and time again
Learn together and often! – We share our knowledge and experience with colleagues and clients generously; this commitment to continuous learning and development is what keeps us at the top of our game
Respect Team, Time and Talents – We are a team in the true sense of the word; every person matters equally, and we leave our egos at the door
Balanced and beautiful – We are committed to ensuring our client accounts, book-keeping and payroll are accurate and beautifully clean, so owners can make well-informed and confident decisions
Courageous and Curious – We understand that to grow we need to expose ourselves to experiences that fall outside of our comfort zones, always asking the question 'is there a better way?'
Flexibility and General Duties
This job description is indicative of the range of current duties and responsibilities for the post; it is not comprehensive. It is inevitable that the duties will change to reflect organisational change, and it is essential therefore that it is regarded with a degree of flexibility, so that changing needs and circumstances can be met. All changes will be discussed with the post holder. The job description for this post will be reviewed annually.
To attend training and development deemed necessary for the post in agreement with the line manager, and to willingly undertake any other tasks as reasonably requested by line managers and comply with all employee policies and procedures of Heelan Associates.
Please note: We reserve the right to close this vacancy early if a successful candidate is appointed before the advertised closing date of 24/07/2026.
REF-(Apply online only)
Salary description
£44000.00 - £50000.00 per year