Private Client Audit & Advisory Lead (Hybrid)

This position will be based within the Private Client Business Group which provides a wide range of lead advisory, audit and accounting services to private clients and their businesses. The successful candidate will predominantly support partners and directors with the team’s growing body of accounts, audit, and a wide variety of advisory services. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value.

The Responsibilities

• Delivering audits and statutory accounts for UK and international groups in accordance with FRS102 & FRS105.
• Taking a lead role dealing directly with the client and supporting the Engagement Partner.
• Providing value-added audits with reports to management on risk management, key controls, and financial benchmarking.
• Managing statutory and/or management accounts process.
• Providing technical FRS102 support for UK companies on several complex accountancy issues including advising on share option schemes.
• Liaising with client teams (i.e. CT/corporate finance/tax) to ensure timely delivery of work and dealing with ad hoc queries.
• Ensuring deliverables are prepared within the set time frame.
• Budgeting and invoicing clients.
• Staff training and development.
• Networking opportunities with intermediaries.
• Other advisory opportunities within the forensic accounting and business valuation space.

The Team

The Private Client Business staff and partners advise businesses ranging from large corporations to small family companies, the majority of which are owned by wealthy individuals. A proportion of the group’s work relates to large, landed estates and their associated operating structures, including trusts and general partnerships. We also work closely with entrepreneurs and their fast-growing businesses, providing compliance and advisory services for both.

You

Candidates will hold an ACA/ACCA qualification. Possess a wide range of audit and accounts experience in a professional services environment. Experience in managing a portfolio of small to large clients as well as having strong FRS102 & FRS105 technical skills. The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position will require a high level of capability and commitment, with the ability to manage multiple deadlines across a portfolio of clients for multiple partners. Candidates should be self-motivated, display a positive approach and be proactive in terms of finding solutions to the client’s issues. Hold the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.

Systems used are MS Teams, Excel, Word, CCH Audit Automation and CCH Accounts Production. Whilst experience in these systems would be an advantage, this is not an essential requirement for the role and initial training will be provided as well as ongoing training in key Microsoft applications. The firm will provide training and support to help develop the successful candidate’s specialist knowledge and capabilities. There would be an opportunity to study towards the CTA or STEP qualification. Training and study leave for such exams would be provided.

Reward And Benefits

35 hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (core hours 10-4). Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family‑friendly policies. Eligibility for the firm’s Profit‑Sharing Plan. Paid in December. Eligibility for the discretionary bonus scheme.

About Us

Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market‑leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK’s 15th largest accountancy firm. When you work with us at Saffery, you work with people who know your name, not just a job title. We’re a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We’re committed to our clients, but also to our greatest asset – our people. As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we’ve got access to local insight on a global scale.

Equality, Diversity & Inclusion

Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top. We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.