MHA | Assistant Manager - Accounting and Advisory
Regional HR advisor

Assistant Manager - Accounting and Advisory

Lancaster Accounts & Advisory Posted: 24 May 2024 ref: 1326
Apply now Share

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?

  • To assist in looking after a range of clients, preparing assignments to strict deadlines for review, reporting either directly to director/partner or on more complex assignments to senior manager (accounts, tax, briefing notes etc).
  • To assist in co-ordinating 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 assist in maintaining regular contact with client and client service team.
    Arrange pre-completion meetings with managers/directors/partners and completion meetings with clients on timely basis.
  • To plan the approach to assignments following partner/director briefing, having agreed fee budget and completion deadline with director/partner.
  • To ensure that jobs are adequately resourced, giving due regard to staff continuity where possible.
  • To supervise teams of staff onsite, ensuring they are suitably trained, reviewing their work and providing feedback in a timely manner.
  • Give clear and unambiguous instructions to staff on assignments.
  • Provide 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 liaise in particular with relevant departments to make sure compliance work is planned at the right time.
  • Highlight issues which the director/partner needs to discuss with the client.
  • Review work in progress and fee budgets on monthly basis, reporting variances from billing target to director/partner.
  • Manage own fee targets, prepare own budgets and bills for director/partner approval.
  • Plan own and others time to maximum efficiency, manage personal time and working practices to maximize profitability and protect the good reputation of the firm.
  • Maintain the highest standards of personal organisation, setting an example to more junior members of staff.
  • Consistently achieve good feedback from clients and staff by delivering a high standard of client service both internally and externally.
  • Comply with the firm’s policies, procedures and ethical standards.
  • Fulfil ongoing obligation to Continuing Professional Development and take an active role in own personal development.
  • Demonstrate attention to detail.
  • Demonstrate technical ability in dealing with accounts, audit, VAT, tax, PAYE and general business advisory areas compatible with client base.
  • Spot opportunities to introduce other services

Essential skills

  • 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.
  • Knowledge of the CPD programme
  • Knowledge of the student competencies framework
  • 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 members 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.
  • Awareness of the appraisal system and CPD programme.
  • Awareness of key dates and filing deadlines.


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.

Take your next career step with us

Apply now