Senior
About the Role
To ensure that all aspects of financial reporting and auditing are carried out in a timely and efficient manner, in accordance with prescribed systems and procedures and that all relevant files are passed upwards for manager/director review at the acceptable quality standard. On some jobs the senior may be asked to handle a small portfolio of clients.
Reports to
Designated manager
Main Duties/Areas of Responsibility
1. Accounts
1. Prepare management accounts
2. Complete on time, accurately and thoroughly
3. Complete all sections and pass on for manager review
4. Prepare complex assignments for manager review
5. Utilise junior staff on simpler assignments and oversee their work standard
6. Support trainees and help with development of knowledge and skills
7. Review annual accounts prepared by juniors
8. Finalise accounts
9. Complete all sections of the accounts file
10. Pass on for manager review
11. Indicate clearly any points that need further clarification
2. Audit - where applicable
1. Complete planning documentation so that audits are carried out effectively
2. Perform the role of the senior representative on site and conduct all relationships with the client in a professional manner
3. Utilise and plan junior staff effectively and oversee their work standard
4. Review/finish audit file to the appropriate standard, suitable for manager review
3. Tax
1. Deal with complex business tax computations, including corporation tax
2. Prepare personal tax returns for manager/director review
3. Ensuring that clients are given good, pro-active advice as to limiting their tax liabilities within the boundaries of the legislative framework
4. Client
1. Deliver the service and develop the relationship
2. Build relationships based on trust, respect, and understanding
3. Seek client feedback, act and report on it
4. Communicate by letter, telephone, and face-to-face in a professional manner, recognizing and addressing the clients' needs
5. Prepare necessary files/documents for client meetings
6. Empathize with the needs of the manager conducting the meeting
7. Provide not just basic information, but also notes of a 'what if' nature
8. Promote the uptake of add-on company services
9. Encourage the uptake of wider, added value services
5. Controls
1. Take account of budgets in utilization of own time and overseeing juniors' time
2. Own time management
3. Time management of junior staff
4. Make manager aware of potential for overrun at earliest opportunity
5. Pro-active, not reactive
6. Prompt upward communication, predicting possible concerns and offering suggestions to remedy
7. Ensure that all laid down systems, processes, and procedures are complied with
8. Work is carried out by self and juniors according to company standard operating principles
6. Team
1. Provide daily feedback to all direct reports
2. Review jobs and give clear, constructive feedback
3. Carry out annual appraisal of direct reports
4. Take an active participation in the personal and professional development of all direct reports
Experience & Skills
1. Experience
Experienced in ensuring that all aspects of financial reporting and auditing are carried out in a timely and efficient manner, in accordance with prescribed systems and procedures.
Knowledge and Skills
1. Essential
1. Analytical thinking skills
2. Attention to detail
3. Knowledge of accounts
4. Excellent communication skills
5. Proficiency in MS Office
6. Team working
7. Organized with good time management skills
8. Problem-solving skills
2. Desirable
1. QuickBooks
2. Online cloud accounting
3. Autoentry/HubDoc
4. IRIS
5. Virtual Cabinet
6. Practice Engine
7. Xero, Sage
Personal Qualities
1. Comfortable to work in a fast-paced environment
2. Reliable with good timekeeping
3. Dedicated
4. Confidentiality
5. Integrity
6. Adaptable and able to manage several jobs simultaneously
Connect2Luton, part of Luton Borough Council & Kent Commercial Services LLP, is an equal opportunities Employment Agency & Business and positively encourages applications from all suitably qualified and eligible candidates.
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