MHA | Accounts and Advisory Senior
Professional man in thought

Accounts and Advisory Senior

Blackpool, Kendal, Lancaster, Liverpool, Manchester, Preston Accounts & Advisory Posted: 18 May 2023 ref:
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Job description

Key Responsibilities:

  • To prepare assignments to strict deadlines (accounts, tax, briefing notes), reporting either directly to director/partner or on more complex assignments to senior manager.
  • To liaise with the director/partner or manager to organise assignments (book with clients and organise staff).
  • To use allocated staff and provide appropriate supervision.
  • To liaise in particular with relevant departments to make sure compliance work is planned at the right time.
  • Collate project raw data and summarise into suitable format for review (e.g. first draft projections/reports).
  • Prepare assignments for director/partner review (accounts, tax, briefing notes for partner/director).
  • Highlight issues which the director/partner needs to discuss with the client.
  • Assist with arranging pre-completion meetings with managers/directors/partners and completion meetings with clients on timely basis.
  • Contribute to managing fee targets, prepare budgets and bills for director/partner approval.
  • Plan own and others time to maximum efficiency.
  • Give clear and unambiguous instructions to staff on assignments.
  • Seek feedback for self and provide junior staff with feedback at the end of the assignments using the Firm's IPD framework documentation.
  • Identify when staff members may need support, provide support and refer issues where appropriate to relevant line manager.
  • To manage personal time and working practices to maximize 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.
  • Comply with the firm’s policies, procedures and ethical standards. Spot opportunities to introduce other services.

Experience, Skills and Qualifications required

  • Up to date technical knowledge of Auditing and Financial Reporting Standards and the firm’s software packages.
  • Awareness of departmental objectives and key performance indicators.
  • Awareness of the firm’s services and product offering.
  • A sound general understanding of auditing and accounting principles.
  • Ability to use sector software, in particular accounts prep, Excel, Word and e-mail systems.
  • To be able to draft letters which are commercially sensible and appropriate to the client's situation.
  • Adapt to different audiences and able to thoroughly research available data and present findings in a way which can be understood by both clients and staff.
  • Effective communication skills, including feedback/coaching, supervisory skills.
  • To be able to establish client needs.
  • To use data gathered to analyse client circumstances.
  • To be able to provide answers to client questions in a manner and pace appropriate to their needs.
  • Possess the ability to communicate with and report directly to partners or senior member of staff.
  • Pay attention to detail.
  • Ability to work well within a team.
  • Be solutions focused.
  • Willingness and ability to motivate a team of staff, including junior/student members of staff.


  • Accounts Senior Responsibilities

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