Partner Designate - Exciting Progressive Firm

Michael Page
09 Aug 2019
09 Sep 2019
Connor Matthews
Contract type
Part time

This is a great opportunity, who is ambitious and wants to progress their career beyond Manager/Senior Manager. This is a true succession role to continue the progression of the firm and take the helm one day!

Client Details

Our client are a pragmatic, energetic, down to Earth accountancy firm, with an excellent mindset to business and to their staff. This are a great organisation to work for and be apart of moving into the future. This role is pivotal to the business and the successes that the future holds.


The Key responsibilities for this Partner Designate based in Gloucestershire are:

  • Manage a client portfolio and take responsibility for all clients in the team
  • Finalise accounts based on completed working papers
  • Review accounts, producing a list of manager review points
  • Complete all review points in files produced by team
  • Resolve accounts production problems escalated by team
  • Be aware of compliance issues and escalate to Partner, as appropriate
  • Provide an overview of business performance to client
  • Identify trends and issues from accounts
  • Complete dividends policy spreadsheet and advice client how to set dividend policy
  • Complete business and personal tax calculations
  • Complete Tax Checklist for client
  • Carry out company secretarial duties
  • Identify opportunities or issues for the client and escalate to Partner, as appropriate
  • Deputise for Partners and liaise with other staff where appropriate to ensure all are kept up to date with relevant issues
  • Oversee all client billing for the team
  • Take on any new appropriate new client work to increase portfolio


The successful candidate appointed for this partner Designate role based in Gloucestershire will have:

  • ACA/ACCA/CTA accountant with post qualification experience gained within an accountancy practice who has a desire to build client relationships, look for new business opportunities and enjoys managing and developing a team.
  • Key experience/skills:

    • Significant experience in accounts preparation and tax within an accountancy practice
    • Demonstrable working knowledge of accounting standards and their application
    • Good awareness of skill requirements of staff at various levels to ensure work undertaken by appropriate individual
    • Strong communication skills in order to liaise with clients, Partners, staff and other professionals
    • Previous experience of management and motivation of staff to ensure best performance
    • Strong organisational skills to ensure needs of clients, partners and staff are all met
    • Commercial awareness with a strong understanding of clients and their businesses
    • Monitoring costs against budget for individual clients
    • Results orientated to meet and exceed client expectations, be motivated to deliver high quality work that consistently meet internal and external client deadlines
    • Strong IT skills including detailed knowledge of Microsoft Office packages (Outlook, Word, Excel and PowerPoint) and experience of accounting packages including Xero and knowledge of CCH systems would be an advantage
    • Experience of and desire to get involved in business development activities including the preparation of proposal documents and proposal presentations

    Job Offer

    This opportunity can offer plenty. This is a very real career path to Partner with a great starting salary very strong future earnings.
    They have a great working culture
    Can offer flexible working
    Parking near by

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