Who we are
Here at MHA, we take the time to create great relationships with our clients to become not just their trusted advisers, but valued partners that face the future together.
As a Top 14 firm of chartered accountants, tax and business advisers, we work in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations. We work together to navigate an ever-changing business world and proactively identify the opportunities that tomorrow presents.
Leveraging our national network of offices, we offer a comprehensive range of financial and business strategy services to clients across the UK, enabling them to achieve profitable growth and build sustainable long-term success.
As a member of Baker Tilly International, we have a global reach that allows us to offer our insight and expertise wherever our clients need us to be. We believe this makes us a national and international partner of choice for entrepreneurs and multi-national enterprises across the world.
Our agile and responsive approach means we are always on hand to have the right conversations about with clients at the right time, allowing us to identify their goals and business needs both now, and in the future.
Purpose of the role
To manage a portfolio of clients, to meet the needs of the clients and to maximise the fee income of the portfolio, by delivering MHA services. To effectively manage resources and the workflow.
Main responsibilities
Portfolio Management
* 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.
* Ensure a detailed audit or accounts planning memorandum is completed by the senior, with the information they will need to approach the audit work in the most efficient manner. This will include details of any potential anomalies or any difficulties that have been encountered during previous audits.
* Brief audit or accounts staff on the client and the nature of its business ensuring that the most cost effective approach to the job is clearly communicated. Carry out debrief and provide feedback at end of assignments.
* Review all work received as soon as possible, ensuring that any issues arising are referred back to the audit staff for completion before any outstanding issues are drawn to the attention of the Partner.
* Ensure that files are complete and that audit or accounts work is sufficient to enable the Partner to form an opinion on the accounts, bearing in mind the balance between cost and benefit.
* Monitor work in progress on all jobs within the portfolio, communicating any potential problems and write offs to the Partner’s attention on a timely basis.
* Ensure all hours worked on any client are recorded correctly, enabling a true reflection of the profitability of the job to be shown.
* Prepare fee schedules and bill for Partner review and approval, explaining any extra charges also identifying and explaining any write offs or profits.
* Draft all management letters, finalising of accounts, letters of engagement etc.
* Attend client meetings (where appropriate).
Team Management
* Ensure, as far as possible, that trainees are allocated a variety of jobs in order to provide a broad range of training and maximise their experience.
* Complete 6 monthly appraisals and sign off training records for all allocated members of staff e
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