About the firm
Established in 1968, we are an approachable and friendly team of experienced chartered accountants and business advisers.
Focused on our clients, we bring proactive, innovative practice and technology to support them in realising their personal and business ambitions and objectives.
Our quality of service has earned us a long-standing reputation as a valued accountancy partner to many businesses in the local and surrounding areas. This has led to the business growing substantially over recent years.
Due to continued growth the business is looking for Client Services Manager (Audit)
to join our team.
Role Overview
The role involves managing a varied portfolio of audit and non-audit clients 60% Audit/40% Accounts, overseeing the delivery of high-quality statutory accounts and audit assignments, and leading, developing, and mentoring junior team members. This is a key role within the firm, offering exposure to a broad client base and clear opportunities for progression.
Portfolio expectations: Up to £750k
Key Responsibilities
- Manage a diverse portfolio of audit (where applicable) and accounts clients, acting as the main point of contact, taking responsibility for:
- Team/Resource planning
- Management of WIP and billing (in accordance with our internal KPIs)
- Efficient use of IT resources available.
- Client onboarding, engagement, and disengagement in conjunction with the admin team.
- Build and maintain strong client relationships, providing a high level of service and technical support
- Identify opportunities for additional services and assist partners with business development
- Review statutory accounts prepared under UK GAAP (FRS 102 and FRS 105) and, where applicable, IFRS
- Resolve technical accounting issues, escalating complex matters where appropriate
- Ensure accounts are completed efficiently, within budget, and to a high technical standard
- Ensure that files are complete and delivered to the Directors in a timely manner to enable Director review prior to client meetings
- Ensure compliance with relevant accounting standards, ethical requirements, and internal firm procedures
- Contribute to accounts quality initiatives
- Keep up to date with changes in accounting and regulatory standards
- Plan, manage, and review statutory audit assignments from planning through to completion
- Resolve technical auditing issues, escalating complex matters where appropriate
- Ensure that files are complete and delivered to the Directors in a timely manner to enable Director review prior to fieldwork commencing (planning) and client meetings (completion)
- Ensure compliance with UK auditing standards, ethical requirements, and internal firm procedures
- Contribute to audit quality initiatives and support internal and external monitoring visits
- Keep up to date with changes in accounting, auditing, and regulatory standards
- Corporation Tax
- Ensure that corporate tax compliance matters are met
- Consider tax planning opportunities
- Ensuring that clients are given good, pro-active advice as to limiting their tax liabilities within the boundaries of the legislative framework.
- Personal Tax
- Ensure personal tax compliance requirements are met and be responsible for the whole process.
- Consider tax planning opportunities and identify changes in client circumstances that need attention
- Ensuring that clients are given good, pro-active advice as to limiting their tax liabilities within the boundaries of the legislative framework.
- P11D
- Ensure compliance requirements are met.
- Other Tax
- Deal with other tax issues as they arise including (but not exclusively) ATED, CGT, IHT, HMRC tax enquiries.
- Ensure the data held on Companies House is correct, current & kept up to date.
- Where data is out of date or changes are required, to be responsible for ensuring those changes are made and submitted to Companies House either in line with the client requirements or statutory guidelines.
- Attend & actively participate in management meetings and workflow meetings
- Assist the director or client with ad hoc projects as requested.
- Lead, supervise, and mentor staff, including seniors and trainees taking an active role in recruitment for you team and responsibility for probationary reviews, appraisals, and formal and on the job training
- Review work prepared by junior staff and provide clear, constructive feedback
- Assist with workflow planning and resourcing across assignments
Pay: £51,300.00-£66,900.00 per year
Benefits:
- Company pension
- Flexitime
- On-site parking
- Work from home
Application question(s):
*
Do you have relevant audit experience within an accountancy practice?
Experience:
- managerial: 2 years (required)
Licence/Certification:
- ACA or ACCA qualified (or equivalent) (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
