Job Title
- Audit Senior Manager
Office
- Swansea
Who we are
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 13 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.
Purpose of the role
To manage a portfolio of clients, to meet the needs of the clients and to maximise the fee income of the portfolio, by delivering MHA services. To effectively manage resources and the workflow.
Main responsibilities
Portfolio Management Plan, control and review client work to ensure that the jobs are completed as efficiently and effectively as possible by allocating the resources available. Hold pre-audit meetings with clients where appropriate, to establish the events that have had an impact on the business and any areas needing particular attention. Prepare a time budget for each assignment, ensuring it is set at a level to enable the office to make money on the job. Ensure a detailed audit or accounts planning memorandum is completed by the senior, including details of any potential anomalies or difficulties encountered during previous audits. Brief audit or accounts staff on the client and the nature of its business ensuring cost-effective communication. Review all work received as soon as possible, ensuring that any issues arising are referred back to the audit staff for completion. Ensure that files are complete and that audit or accounts work is sufficient for the Partner to form an opinion on the accounts. Monitor work in progress on all jobs within the portfolio, communicating any potential problems to the Partner timely. Ensure all hours worked on any client are recorded correctly. Prepare fee schedules and bill for Partner review and approval, explaining extra charges and identifying write offs or profits. Draft all management letters, finalising accounts, letters of engagement, etc. Attend client meetings where appropriate. Team Management
Ensure trainees are allocated a variety of jobs to provide a broad range of training. Complete 6 monthly appraisals and sign off training records for all allocated members of staff. Complete staff review forms after each job identifying areas needing further development. Deal with day to day staff issues including holidays, courses, and quality of work. Specific office responsibilities e.g. technical contact, office accounts, IT contact, marketing committee. Business development, advisory and ad hoc work
Identify opportunities for additional services that MHA can provide to clients. Identify and target new clients through networking, marketing, and referrals. Ad-hoc project work including compliance or value-added services. Involve other experts where relevant. Promote and use marketing materials. Be involved in tenders and presentations on audits and accounts. Coach team members in spotting opportunities. Decision making parameters
Deciding which staff and at what level should be allocated to an assignment. Setting the budget for individual jobs. Recommending to the Partner the fee to quote a client. Deciding what to bill above the original quote and what to write off. Decisions on the treatment of technical issues. Referring contentious issues to the Partner. Whether to remain on site if the client is not ready. Qualifications and skills
Fully qualified ACA/ACCA with a minimum of 3 years post qualified experience in external audit, accounts, and general practice. Demonstrable experience of corporate tax issues and company secretarial work. Up to date in CPE and recent developments in accounting standards. Experience working with OMBs covering a range of industries. Competent user of MS Excel & Word. Experience of Sage, CaseWare, and tax software preferred. Demonstrable ability to motivate, delegate effectively, and develop the team. Client focus and able to think commercially. Strong communication skills. Organisational skills to manage conflicting priorities. Able to understand complex business issues and offer practical solutions. Manages change positively. Projects a positive image of MHA. What we can offer you
Genuine work-life balance. Accredited Investor in People. New and improved programme for Succession planning. 33 days holiday including bank holidays, plus the opportunity to buy up to 5 days. Competitive salary. Managers bonus scheme available. Amazing employee referral scheme. Paid CSR time. Car lease scheme. And more!
#J-18808-Ljbffr
- Audit Senior Manager
Office
- Swansea
Who we are
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 13 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.
Purpose of the role
To manage a portfolio of clients, to meet the needs of the clients and to maximise the fee income of the portfolio, by delivering MHA services. To effectively manage resources and the workflow.
Main responsibilities
Portfolio Management Plan, control and review client work to ensure that the jobs are completed as efficiently and effectively as possible by allocating the resources available. Hold pre-audit meetings with clients where appropriate, to establish the events that have had an impact on the business and any areas needing particular attention. Prepare a time budget for each assignment, ensuring it is set at a level to enable the office to make money on the job. Ensure a detailed audit or accounts planning memorandum is completed by the senior, including details of any potential anomalies or difficulties encountered during previous audits. Brief audit or accounts staff on the client and the nature of its business ensuring cost-effective communication. Review all work received as soon as possible, ensuring that any issues arising are referred back to the audit staff for completion. Ensure that files are complete and that audit or accounts work is sufficient for the Partner to form an opinion on the accounts. Monitor work in progress on all jobs within the portfolio, communicating any potential problems to the Partner timely. Ensure all hours worked on any client are recorded correctly. Prepare fee schedules and bill for Partner review and approval, explaining extra charges and identifying write offs or profits. Draft all management letters, finalising accounts, letters of engagement, etc. Attend client meetings where appropriate. Team Management
Ensure trainees are allocated a variety of jobs to provide a broad range of training. Complete 6 monthly appraisals and sign off training records for all allocated members of staff. Complete staff review forms after each job identifying areas needing further development. Deal with day to day staff issues including holidays, courses, and quality of work. Specific office responsibilities e.g. technical contact, office accounts, IT contact, marketing committee. Business development, advisory and ad hoc work
Identify opportunities for additional services that MHA can provide to clients. Identify and target new clients through networking, marketing, and referrals. Ad-hoc project work including compliance or value-added services. Involve other experts where relevant. Promote and use marketing materials. Be involved in tenders and presentations on audits and accounts. Coach team members in spotting opportunities. Decision making parameters
Deciding which staff and at what level should be allocated to an assignment. Setting the budget for individual jobs. Recommending to the Partner the fee to quote a client. Deciding what to bill above the original quote and what to write off. Decisions on the treatment of technical issues. Referring contentious issues to the Partner. Whether to remain on site if the client is not ready. Qualifications and skills
Fully qualified ACA/ACCA with a minimum of 3 years post qualified experience in external audit, accounts, and general practice. Demonstrable experience of corporate tax issues and company secretarial work. Up to date in CPE and recent developments in accounting standards. Experience working with OMBs covering a range of industries. Competent user of MS Excel & Word. Experience of Sage, CaseWare, and tax software preferred. Demonstrable ability to motivate, delegate effectively, and develop the team. Client focus and able to think commercially. Strong communication skills. Organisational skills to manage conflicting priorities. Able to understand complex business issues and offer practical solutions. Manages change positively. Projects a positive image of MHA. What we can offer you
Genuine work-life balance. Accredited Investor in People. New and improved programme for Succession planning. 33 days holiday including bank holidays, plus the opportunity to buy up to 5 days. Competitive salary. Managers bonus scheme available. Amazing employee referral scheme. Paid CSR time. Car lease scheme. And more!
#J-18808-Ljbffr
