MHA | Audit Senior Manager
Professional meeting

Audit Senior Manager

Preston, Manchester, Blackpool, Lancaster, Kendal, Nottingham External Audit Posted: 30 Oct 2023 ref:
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Job description

The Role

Key responsibilities:

Clients and CRM

  • 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/director needs to discuss with the client.
  • To plan the approach to assignments following partner/director briefing, having agreed fee budget and completion deadline.
  • To collate raw data for projects and summarise into a format suitable for review and amendment e.g. draft projections, draft reports.
  • To maintain accurate and up to date client records on CCH.
  • To generate 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.
  • Communicate the firms values

Business development

  • Assist partner and directors in promoting the firm’s reputation and growing fees.
  • Assist with preparation of tender proposals and delivery of tender presentations.
  •  Develop relationships with intermediaries and other relevant external parties.

Sector expertise (if applicable)

  • Has high level of technical knowledge in one or more specialist sectors.
  • Takes responsibility for CPD in particular area or expertise.
  • Assists partners and directors in working with marketing team on all aspects of business development.
  • Contributes to writing of articles and other publications Responsibility for internal service/project (if applicable).
  • Assists with management and delivery of internal service or project, including delivery of training and communication.

Management of Work Flow/Work Programme

  • To plan own time and that of others to maximise staff utilisation and deliver a timely and efficient service to clients.
  • To actively manage the work programme, providing solutions to bottle necks and under utilisation.
  • To ensure all staff comply with the requirements to maintain the work programme and job tracking system.
  • To work flexibly, where required to accommodate the needs of the whole department.
  • To arrange pre-completion meetings with partners and completion meetings with clients on a timely basis.
  • To review work in progress, fee budgets and debtors on a monthly basis, reporting any variances from the target to the relevant Corporate Services Partner/Director.
  • To take an active role in the management of the Corporate Services Department, supporting partners and directors with departmental administration as required.
  • To organise and contribute to departmental team briefings and training events, as required.

Management of Team Members

  • To give clear and unambiguous instructions to managers and 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 Partner/HR.
  • Communicate the firms values.
  • To conduct appraisals as appropriate.

Management of Students in Training (if applicable)

  • To fulfil the responsibilities of qualified Student Counsellors, per the ICAEW guidelines.
  • To ensure that staff get a good mix of audit and accounts experience, such that they are able to meet the requirements of the student competency framework, providing 1-2-1 accounts preparation training where necessary.
  • To ensure that students are fully utilised and booked appropriately on the work programme.
  • To ensure that students are obtaining formal feedback on assignments and maintaining relevant training records, including work based learning questions, where relevant.
  • To sign students off as competent against framework at year-end.
  • To ensure that students are preparing adequately for examinations.
  • To authorise time off, sick leave, holiday.
  • To deal with issues as they arise, referring to HR when appropriate.
  • To ensure that staff feel supported, valued and appreciated.
  • To provide regular feedback to staff and ensure training needs are met.
  • To conduct six monthly student progress reviews, confirming to the QPRT that students are fit and proper to become members of the ICAEW.
  • To ensure training programme is attended and is adequate for student needs (pre and post training evaluation).
  • To manage and develop staff in training and following completion of training.


  • To communicate the firm’s vision and values both externally and internally in a positive and motivational manner.
  • To ensure partner/director are 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.

Self Management

  • To take an active role in own personal development.
  • 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.
  • To maintain and promote a clear desk policy.

Experience, Skills and Qualifications required

Essential Skills:

  • Up to date technical knowledge of Auditing and Financial Reporting Standards.
  • Departmental objectives and key performance indicators.
  • Awareness of the firm’s services and product offering.
  • ICAEW and /or ACCA exam structure, work experience and ethics training requirements.
  • Appraisal system and CPD programme.
  • Knowledge of student competencies.
  • Is technically competent and compliant and gives due consideration to risk.
  • Is able to produce realistic projections and comment on draft projections versus historic accounts.
  • Generates ideas for clients and for the firm, striving for improvements and efficiencies.
  • Plans to makes effective use of time and consistently meets deadlines.
  • Demonstrates attention to detail.
  • Is able to undertake internal projects, communicate findings and see through to completion.
  • Builds effective relationships internally across departments and externally.
  • Works flexibly 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, coaching, appraisal.
  • Sets SMART objectives.

Qualifications: ACA/ACCA Qualified or qualified by experience

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