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Manage a portfolio of owner-managed and family-business clients, preparing and reviewing statutory accounts, producing management reports, providing commercial and tax-efficiency advice, and presenting financial insights. The role involves client relationship management, business development, process improvement, and collaboration with Managing Directors. Candidates need accountancy practice experience, strong technical accounting knowledge, accounts software experience, excellent communication skills, organizational ability, and a full UK driving licence.

Manage a portfolio of personal and business tax clients, delivering UK tax compliance, planning, calculations, and return reviews. Advise on Income Tax, Capital Gains Tax, Inheritance Tax, restructuring, property taxation, and share schemes. Handle HMRC enquiries, maintain client relationships, support complex projects, and develop colleagues while contributing to senior leadership and business planning.

Collects, organizes, reviews, and maintains client accounting records and supporting documents for annual account preparation. Identifies missing information, prepares schedules and working papers, enters financial data, follows up with clients, and maintains accurate filing systems. The role requires confidentiality, strong organization, attention to detail, deadline management, and regular travel between four company offices.

Manage a portfolio of owner-managed and family businesses, preparing and reviewing statutory accounts, producing management reports, advising clients on financial performance and tax efficiency, and building trusted relationships. The role also involves client meetings, commercial advisory work, business development, process improvement, and collaboration with Managing Directors. This is a permanent, full-time, office-based position in Workington with travel to client premises and other offices.