Job description
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.
What does the role entail?
Management of Clients
- To look after a range of clients, preparing assignments for partner/director review (accounts, tax, briefing notes etc).
- To co-ordinate compliance service delivery to clients and ensure that information is collected in the most efficient manner, timetabling work wherever possible to suit the needs of the client.
- To ensure that compliance deadlines are met and to liaise with tax staff to ensure work is appropriately planned.
- To ensure that jobs are adequately resourced, giving due regard to staff continuity where possible.
- To identify opportunities for providing other relevant services.
- To highlight issues which the partner needs to discuss with the client.
- To consult with partner/director on contentious issues
- To plan the approach to assignments following partner briefing, having agreed fee budget and completion deadline with partner.
- To collate raw data for projects and summarise into a format suitable for review and amendment e.g. first draft projections, first draft reports.
- To maintain accurate and up to date client records on CCH.
- To produce file notes of any client meetings attended and circulate as appropriate to other service team members.
- To maintain regular contact with client and client service team.
- To report any client dissatisfaction immediately via the complaints database.
- To look for opportunities to mitigate tax liabilities
- To ensure clients receive notice of future tax liabilities in a timely fashion
Management of Work Flow
- To plan own time and that of others to maximise staff utilisation and deliver a timely and efficient service to clients.
- To work flexibly, where required to accommodate the needs of the whole department
- To arrange pre-completion meetings with partners/directors and completion meetings with clients on a timely basis.
- To review work in progress, debtors and fee budgets on a monthly basis, reporting any variances from target to the relevant partner/director/senior manager.
- To identify any underutilisation of staff to the relevant person.
- To flag up potential bottle necks in good time to the relevant person.
- Assists in managing the workflow of the department.
Management of Team Members
- To give clear and unambiguous instructions to staff on assignments.
- To provide feedback to staff at the end of assignments, using the appropriate documentation.
- To encourage all team members to make useful contributions.
- To identify when staff members need support, and provide it, referring issues where appropriate to the relevant director/partner.
- To ensure staff feel supported, valued and appreciated.
- Line manager responsibility.
- Ability to use coaching.
Communication
- To communicate the firm’s values and objectives both externally and internally in a positive and motivational manner.
- To ensure partners/director/senior manager is fully briefed well in advance of key meetings and presentations.
- To liaise with staff in other departments where applicable to provide holistic solutions-based client service.
- Contributes as a team player.
- Builds relationships with intermediaries and looks for business development opportunities.
Self-Management
- To take an active role in own personal development.
- To manage personal time and working practices to maximise profitability and protect the good reputation of the firm.
- To maintain the highest standards of personal organisation, setting an example to more junior members of staff.
Key performance indicators
- Annual chargeable hours target.
- Annual budgeted and unbudgeted fee target.
- Maintenance of work in progress and debtor levels.
- Achievement of quarterly job completion deadlines and monitoring of budget vs actual performance.
- All compliance deadlines are met.
- Continuous review and improvement of service provision.
- Referral targets.
- Retention of motivated staff.
Essential skills
- Up to date technical knowledge of Auditing and Financial Reporting Standards.
- Is technically competent and compliant and gives due consideration to risk.
- Awareness of departmental objectives and key performance indicators.
- Good knowledge of the firm’s services and product offering.
- Knowledge of student competencies framework and CPD programme.
- Builds effective relationships internally across departments and externally.
- Demonstrates attention to detail.
- Appropriate computer software skills.
- Appropriate written and oral communication skills both internally and externally.
- Is able to produce realistic projections and comment on draft projections versus historic accounts.
- Works as a team and considers the needs of the whole department.
- Is a positive influence within the team and deals with problems/issues constructively.
- Asks for feedback on own performance and seeks out opportunities for development.
- Develops others via motivational feedback.
- Plans to makes effective use of time and consistently meets deadlines.
- Generates ideas for clients and for the firm.
- Sets SMART objectives.
- Able to research and present findings.
Qualifications:
- ACA/ACCA Qualified or qualified by experience.
Why Join us?
Over the last few years, we have won multiple industry awards such as National Firm of the Year, Tax Team of the Year, Graduate and Non-Graduate programme of the Year, Best Advisory Services and most recently the gold standard accreditation by Investors in People
- Genuine Work Life balance
- 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
- Competitive salary package
- Employee Recognition awards
- Accredited Investor in People
- New and improved programme for Succession planning and supportive management structure to help you realise your potential
- And more!
Its an exciting time to join the firm so take you next career step with us.
