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Our client feels their agile and responsive approach means they are always on hand to have the right conversations with their clients at the right time, allowing them to identify their goals and business needs both now, and in the future.
Purpose of the role
To manage a portfolio of clients, acting as an Assistant Manager on varied audit work, ensuring deadlines are met in compliance with necessary regulations and reporting directly to Managers, Directors and Partners.
What our client can offer you:
- Genuine?work?life balance.
- Competitive salary
- Accredited Investor in People.
- New and improved programme for Succession planning and supportive management structure to help you realise your potential.
- Up to 33 days holiday?including bank?holidays, plus the opportunity to buy up to 5 days.
- Competitive salary.
- Paid CSR time.
- Car lease scheme.
Main responsibilities
Technical role:
- Deal with correspondence from clients
- Agree timing of work/scheduling with clients
- Regularly review and give feedback on work
- Manage own portfolio of clients (where appropriate)
- Ensure the planning memorandum is produced, identify risk areas and most efficient method of gathering audit evidence
- Produce draft budget if required
- Delegate, supervise and review work of seniors and juniors, ensuring the file is complete and all review points addressed before it is passed to the Partner or Manager
- Monitor work in progress on all jobs within the portfolio, communicating any potential problems and write offs to the Partners or Managers on a timely basis
- Occasional advisory work
- Undertake critical audit areas (in a few key jobs where appropriate)
- Supervisory role
- Review work and complete staff assessment forms
- Provide technical advice and guidance to more junior staff and give detailed help and training as required, to ensure skills are improved to enhance future effectiveness
- Monitor the performance of staff working on jobs; including giving feedback after files have been reviewed and completing audit review form at the end of each job, noting any training and development needs that have been identified
- Brief staff and allocate tasks and timescales
- Conduct 6 monthly appraisals of trainees (where appropriate)
- Act as point of liaison with client re: information or queries where appropriate
- Complete on site visits to clients.
Business Development:
- Be involved in tenders and presentations on audits & accounts
- Identify new business opportunities
- Establish local business contacts/networking.
Portfolio Management (where appropriate)
- Plan, control and review client work to ensure that the jobs are completed as efficiently and effectively as possible by allocating the resources available
- Hold pre-audit meetings with clients where appropriate, to establish the events that have had an impact on the business and any areas needing particular attention
- Prepare a time budget for each assignment. Ensure where possible that this is set at a level to enable the office to make money on the job taking into account the level of the fees and other non audit work to be included within that fee
