Job Purpose

Reporting to the Audit and Accounts Managers and Partners, this position is designed to provide a high level of service to various corporate clients.  The main purpose of the role is to ensure compliance with UK GAAP and practical guidance is provided on regulatory matters such as tax and VAT regulations, requirements of UK law and the principles of good governance.  You will also be responsible for the preparation of year end accounts and providing business advice to clients. You will be responsible for your own portfolio of clients and will assist the departmental managers with management, training and development of the audit and accounts team.

Main Duties and Responsibilities

• Proactive management of a portfolio of audit and audit exempt client work
• To lead the planning process and ensure planning meetings are held with clients, where appropriate
• To maximise staff utilisation
• To supervise and assist junior team members
• To delegate and review work of junior team members; including audit files, draft documentation and financial statements
• Liaison with and dealing with client queries, as well as agreeing time and financial budgets
• To attend client meetings
• Ensure client engagement documentation is up to date
• Drafting of client invoices and to chase outstanding invoices
• Regular review of client WIP and debtors
• To act as a mentor for junior team members and provide day to day training
• Attendance at marketing events
• Assisting the departmental managers with providing feedback to team members as well as assistance with conducting appraisals
• Planning and executing the longer term strategy of the department along with the departmental managers

• Managing a team to ensure the efficient preparation of accounts for a variety of small clients
• Carry out review work on accounts and other assignments prepared by team members.

• Delegate analysis work to more junior staff and monitor progress, including reviewing work once complete
• Travelling to client premises as required and to deal with clients in a professional manner either in person, telephone or by email
• Providing advice to owner managers on both business and personal matters

Knowledge, Skills and Experience

Essential

• Qualified at either ACA or ACCA level
• Strong, practical audit experience as senior
• Experience of supervising and training junior members of an audit team
• Experience of working with a variety of accounting packages, including Sage 50 Accounts and Xero
• To demonstrate good timekeeping skills as well as displaying a professional attitude in all aspects of their work
• To be highly competent in Microsoft office, including Excel and Word
• Ability to live and work in the UK
• Ability to prioritise workload in order to achieve work deadlines
• Exceptional written and verbal skills
• To actively participate in team meetings making a wide range of suggestions

Desirable

• Experience of charity and academy audit and SRA Accounts Rule assignments
• Experience of managing a portfolio of clients