Your new role:
This role is client facing and requires fantastic levels of communication, a can-do attitude and the ability to build long term professional relationships with clients and internal team members.
Duties & key responsibilities:
- Planning assignments effectively ensuring appropriate resources, timetables and budgets have been put in place
- Managing the delivery of assignments to ensure that they run smoothly, to time and within the fee budget and addressing issues when they arise
- Setting work for team members which seeks to develop less experienced team members and provide support and coaching to less experienced team members to achieve those objectives
- Managing the communication with the client to ensure expectations are clear and introduce team members working on the assignment
- Reviewing the work of the team members and self to ensure that files are prepared for director review which are completed in accordance with the firm’s procedures, technically robust and considered by the manager in a form which is ready to issue to the client
- Completion of all sections of an audit file for review / sign off by the RI
- Preparation of technical assessments of required accounting / audit / tax treatment based on applying the relevant legislation and standards to the specific circumstances
- Preparation of the firm’s most challenging period end financial statements and business tax computations for complex companies (including consolidation and group accounts) for director review
- On-boarding clients through the completion of the firms procedures in respect of service set up and anti-money laundering / client acceptance
- Involvement in specific and adhoc projects if required including budgeting and due diligence
- Manage a portfolio of clients and look for opportunity to expand and grow that portfolio
- Build and manage the relationship with clients to ensure they are receiving the necessary advice and support on a timely basis
- Assist with mentoring and developing junior team members
- Promote best practice across the firm through training and effective communication
- Continually look for opportunities to improve the effectiveness and efficiency of the team and its systems
- Manage WIP levels and debtors associated with portfolio including setting fee levels for new services/re-pricing decisions
Skills & abilities:
- Resourcefulness to resolve issues and identify opportunities
- Ability to communicate with senior management and explain points clearly and concisely
- Ability to coach and train other team members
Knowledge & experience:
- Have gained experience in a similar role within a practice environment
- Experience of working within a team
- Computer skills: MS Office applications - Word, Excel, Outlook
- ACCA/ACA/CA or equivalent qualified with first time passes preferred
- Knowledge of IRIS and CaseWare preferred but not essential
- Excellent knowledge of accounting standards and changes to basic tax legislation as required
Personal attributes:
- A ‘can do’ attitude with a high attention to detail
- Excellent communication skills – both verbal and written
- Commitment to learning
- Confidence
- Able to handle clients in an open, approachable and professional manner
- Be a good team player demonstrating commitment and respect to other team members
- Good organisation skills
- Good at managing deadlines and work load prioritisation (‘multi-tasking’)
Audit & Financial Reporting Manager in Tonbridge employer: Wilson Partners
Join a dynamic and supportive team as an Audit and Financial Reporting Trainee, where you will gain invaluable experience in accounting and audit processes while working closely with seasoned professionals. Our company fosters a collaborative work culture that prioritises employee growth, offering training and development opportunities to enhance your skills and career progression. Located in a vibrant area, we provide a stimulating environment that encourages innovation and teamwork, making us an excellent employer for those seeking meaningful and rewarding employment.