Accounting & Advisory Senior / Supervisor

Main duties and responsibilities:-

• To begin managing a small portfolio of clients and also run other jobs as allocated on an adhoc basis by partners and associate partners.
  This involves the following:
  Planning the assignment efficiently to meet budgets and recoverability of fees
  Allocating applicable staff resource
  Controlling and reviewing work done
  Giving feedback to staff and carrying out appraisals
  Ensuring complete jobs are passed to partner/associate partner
  Interacting with other departments as required e.g. Tax, Company Secretarial, Payroll
  Informing clients of progress
• To identify cost savings on jobs and making best use of resources
• To carry out quality control on account and audit files
• To supervise and train allocated teams
• To interact fully with clients as a point of contact by email, phone calls and on-site reviews.
  

Key skills and knowledge:-

• Manage time effectively
• Delegate effectively
• Help to keep the team focussed
• Plan ahead to make optimum use of resources and time
• Ensure technical knowledge is up to date
• Undertake CPD in accordance with Institute and Vantis requirements and maintain up to date CPD record
• Provide coaching and support on technical matters to team members
• Manage people effectively
• Ensure team members understand expectations
• Guides performance of others whilst holding them accountable
• Ensures that people work well together as part of a team in and out of the office
• Understands the needs of others – staff and clients
• Work to maintain/improve communications with clients and feeds back to line manager(s) as appropriate
• Use tact and diplomacy to deal with difficult situations
• Present relevant and well reasoned arguments
• Take appropriate level of responsibility to ensure clients receive the end product on a timely basis
• Exceed client expectations
• Provide empathy and support to clients.
  

• Beaconsfield

• Audit