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
Accounts
* Prepare management accounts
* Complete on time, accurately and thoroughly
* Complete all sections and pass on for manager review
* Prepare complex assignments for manager review
* Utilise junior staff on more simple assignments and oversee their work standard
* Support trainees and help with development of knowledge and skills
* Review annual accounts prepared by juniors
* Finalise accounts
* Complete all sections of the accounts file and pass on for manager review, indicating clearly any points that need further clarification
Audit - where applicable
* Complete planning documentation so that audits are carried out effectively
* Perform the role of the senior representative on site and conduct all relationships with the client in a professional manner
* Utilise and plan junior staff effectively and oversee their work standard
* Review/finish audit file to the appropriate standard, suitable for manager review
* Planning - playing an active part in assisting the manager in audit planning
* Field work - carried out with minimal supervision in accordance with the audit planning
* Completion - playing an active part in assisting the manager in completing the file.
Tax
* Deal with complex business tax computations, including corporation tax
* Prepare personal tax returns for manager/director review, ensuring that clients are given good, pro-active advice as to limiting their tax liabilities within the boundaries of the legislative framework
Client
* Deliver the service and develop the relationship
* Build relationships based on trust, respect and understanding
* Seek client feedback, act and report on it
* Communicate by letter, telephone and face to face in a professional manner, recognising and addressing the clients' needs
* Prepare necessary files/documents for client meetings
* Empathise with the needs of the manager conducting the meeting
* Provide not just basic information, but also notes of a 'what if' nature
* Promote the uptake of add-on company services
* Encourage the uptake of wider, added value services
Controls
* Take account of budgets in utilization of own time and overseeing juniors' time
* Own time management
* Time management of junior staff
* Business mind-set
* Make manager aware of potential for overrun at earliest opportunity
* Pro-active, not reactive
* Prompt upward communication, predicting possible concerns and offering suggestions to remedy
* Ensure that all laid down systems, processes and procedures are complied with
* Company working systems are understood and used by self and juniors
* Work is carried out by self and juniors according to company standard operating principles
Team
* Provide daily feedback to all direct reports
* Review jobs and give clear, constructive feedback, using this process as a developmental tool
* Carry out annual appraisal of direct reports on time, well-constructed, thorough, fair, honest, properly documented
* Take an active participation in the personal and professional development of all direct reports
Experience & Skills
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 and that all relevant files are passed upwards for manager/director review at the acceptable quality standard.
KEY ACCOUNTABILITIES
1. Chargeable time, self - target 60%+
2. Chargeable time, direct reports - target 60%+
3. Quality of files
* Neat
* Accurate and complete
* On time
* Shows initiative
1. Personal and professional development
* Progression on course of study (if applicable)
* SWAT courses
* Development of soft skills
2. Attendance record
* Relative situation compared to colleagues
* Bradford factor
Knowledge and Skills
Essential
* Analytical thinking skills
* Through with attention to detail
* Knowledge of accounts
* Administration skills
* Excellent communication skills
* Proficiency in MS Office
* Team working
* Organised with good time management skills
* Attention to detail
* Problem solving skills
Desirable
* QuickBooks
* Online cloud accounting
* Autoentry/ HubDoc
* IRIS
* Virtual Cabinet
* Practice Engine
* Xero, Sage
Personal Qualities
* Comfortable to work in a fast-paced environment
* Reliable with good timekeeping
* Dedicated
* Confidentiality
* Integrity
* 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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