The manager will oversee a portfolio of client work, reporting directly to the Director. This includes all aspects of service delivery, from client onboarding to final reporting, and leading client meetings. Beyond client-facing duties, you’ll support the Director with departmental issues such as resourcing, coaching, team feedback, and ensuring compliance with policies and risk management procedures. Additionally, you’ll actively seek new business opportunities, keep the Director informed, and engage in business development activities like proposal documentation, networking, and promoting all BSO service lines.
Key Responsibilities
Technical
• Managerial responsibility for a portfolio of clients and developing a strong commercial understanding of the client’s business
• Liaise with other streams and subject matter experts such as tax, audit, advisory
• Assist in research of complex technical areas and offer solutions
• Ensure engagement is completed in accordance with BDO methodology and guidance, professional standards and legal and regulatory requirements
• Leading and briefing the team on relevant projects, including scoping, roles and responsibilities and is the team's main point of contact throughout the project with respect to technical and non-technical issues
• Prepare/review statutory accounts and review of disclosures under UK Gaap and other relevant accounting frameworks
• Prepare consolidated statutory accounts, including cash flows
• Prepare/review management accounts prepared by the outsourcing team
• Provide a review function for the outsourced payroll services to include review of payroll reports and review and approval of payments as required
• Line Manager responsibility, to include reviewing the work of junior staff in both outsourcing and accounts preparation teams
• Act as a mentor to support and develop the performance and technical knowledge of junior team members
• Is a champion in a specialist area e.g. software packages (Xero, Sage, QuickBooks)
• Demonstrate, train and assist with the installation of new accounting software systems for new or existing clients
Commercial
• Act as a point of contact within the firm for the client. This includes responding to, as well as anticipating client requests/needs, and maintaining regular contact with clients
• Ensure compliance with internal (risk management) and external (legal and regulatory requirements) in performing all engagements
• Organise work efficiently to meet client expectations and deadlines
• Develop a network of professional contacts both externally and across streams within the firm
• Attend relevant local networking events and conferences and feeding back observations and best practice to the office
• Take an active role in billing and work in progress provisions and recoverability
• Participate in group, stream and firm wide activities, including development and delivery of training
Knowledge, Skills, and Behaviours
• ACA/ACCA/ICAS Qualified
• Have knowledge and ability to use various accounting software packages including CaseWare and Xero
• Have knowledge of various accounting apps designed to simplify processes and deliver insight
• Have awareness of consolidations and cash flow for year-end statutory accounts and to be able to prepare these if required
• Able to contribute to technical discussions with internal team members and external client stakeholders
• Ability to be resourceful and proactive
• Excellent organisational skills with the ability to multitask and prioritise workload. Must be able to work under pressure and to deadlines
• High levels of accuracy and attention to detail
• An understanding of the importance of confidentiality
• Ability to act as a role model for more junior staff
• Demonstrable knowledge of current economic and market trends
• Excellent communication skills
• A desire to understand our business strategy and goals
• Be a motivated team player with the ability to work autonomously and at a high level of quality
Career Progression:
The intention is that this role will provide a route for advancement within the department to a Senior Leadership role for the appropriate individual. All progression within BDO is in keeping with our internal personal development programmes.
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