MHA | Accounts and Advisory Semi Senior
Man on Microsoft teams

Accounts and Advisory Semi Senior

Blackpool, Kendal, Lancaster, Liverpool, Manchester, Preston Accounts & Advisory Posted: 12 May 2023 ref: 753
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Job description

Accounts Intermediate Expectations

Accounts Preparation file


  • Complete all working papers and seek assistance for more complex areas
  • Complete tasks set by the senior/manager
  • Take responsibility for completing work assigned
  • Ensure any issues arising from work assigned have been flagged
  • Working papers are neat and tidy to follow
  • Ensuring completion of the audit and accounts programmes
  • Reviewing draft accounts and tailoring accounting policies ready for manager review


  • Clearing review points relevant to work assigned up to and including completion section of the file

Effective communication with the senior/manager

  • Providing regular updates to the senior/manager and drive communication across team to meeting any deadlines set 
  • Handover to senior/manager at end of assignment

2. Take responsibility for Corporate Services Assistants

  • Check-up with Corporate Services Assistants to ensure they are comfortable with their tasks set
  • Answering queries
  •  Inform senior/manager of additional training needs

3. Take responsibility for workflow and Float

  • Review upcoming Float bookings and check with senior/manager information has been received
  • Review own Float to ensure adequate time for jobs and discuss any shortfalls with senior/manager
  • Stick to fee budget rather than Float booking and assist colleagues if you have spare capacity
  • Keep in touch with the progress of the job after Float time expires to ensure completed
  • Liaise with tax team and organise preparation/review of tax computation ahead of manager review
  • Direct client contact on accounts queries ahead of manager review
  • Keeping job tracker updated for job progress and monitoring deadlines during fieldwork process

4. Technical updates

  • Keep up to date with technical updates on Teams and implement changes on files immediately

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