MHA | Accounts and Advisory Manager
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Vacancies

Accounts and Advisory Manager

Blackpool, Kendal, Lancaster, Liverpool, Manchester, Preston Posted: 12 May 2023 ref: 754
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Job description

Key responsibilities:

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.

Experience, Skills and Qualifications required

  • 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.

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