Purpose of the Role
To plan, organise and manage a portfolio of clients within the Corporate Services department with some emphasis on our leading Not For Profit specialism. Providing a cost-effective, timely, quality service to the client, to enhance client experience and productivity for the Firm at the same time. In addition to client management, the role will contribute to overall practice development particularly in the area of audit, accounts preparation and outsourcing work for corporate and NFP clients. This will be achieved through building strong relationships internally and externally to effectively deliver projects and grow members of the team, creating a sustainable and driven team.
Responsibilities To provide excellent service to clients including those in the NFP Sector, along with others where appropriate, on a cost-effective and timely basis. To respond to client queries, and those from third parties (e.g., HMRC) in a timely manner. Seek to gain experience/ progress role and those of other staff by seeking to take more advanced work from partners and delegating more routine work to others, thereby aiding cost-effectiveness, and adding to interest/ training of all within the team. To develop knowledge of clients and their businesses as to become their point of contact on day-to-day matters. To review and finalise audit files, accounts and corporation tax work prepared by more junior staff. Focusing on developing a strong knowledge of NFP across the team. To complete staff appraisal forms providing feedback (good and bad) and training as required. To identify business opportunities and assist partners with specific value-added assignments- e.g., business planning, advisory and other audit related matters. To assist partners in controlling WIP within the department by progressing work to completion/ billing point swiftly. Liaising with partners re WIP and raising bills/ assisting as required. To monitor progress against deadlines and ensure these are met- e.g., Companies House filings, group reporting, P11Ds, tax returns, etc. Ensuring work is planned and progressed in an efficient, timely and cost-effective manner by liaising with Partners and supervising staff. Critical Skills Required: Ability to review and complete audit and accounts files quickly and efficiently. Strong computer literacy Strong active listening skills Excellent problem resolution skills and ideas generation ability Strong marketing, networking, and business development skills Pro-active management skills, resulting in high performance teams Critical Knowledge Required: In depth knowledge of audit and accounts preparation preferably NFP Corporate taxation knowledge Solid MS Office products knowledge Qualifications Required
Essential: ACA or ACCA Qualification or equivalent experience
Desirable: FCA or FCCA Experience Required
Essential: Minimum of 4 years post Qualification proven experience within an audit practice environment
Minimum of 3 years' experience managing staff within a practice environment
Desirable: Experience within a larger practice than Ellacotts Personal Qualities Excellent communication skills Quickly builds rapport and trust Highly confidential Good networker Resilient and energetic Achiever and self-motivated Organised Job Requirements Live within commuting distance of Banbury Work outside normal hours as required
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To plan, organise and manage a portfolio of clients within the Corporate Services department with some emphasis on our leading Not For Profit specialism. Providing a cost-effective, timely, quality service to the client, to enhance client experience and productivity for the Firm at the same time. In addition to client management, the role will contribute to overall practice development particularly in the area of audit, accounts preparation and outsourcing work for corporate and NFP clients. This will be achieved through building strong relationships internally and externally to effectively deliver projects and grow members of the team, creating a sustainable and driven team.
Responsibilities To provide excellent service to clients including those in the NFP Sector, along with others where appropriate, on a cost-effective and timely basis. To respond to client queries, and those from third parties (e.g., HMRC) in a timely manner. Seek to gain experience/ progress role and those of other staff by seeking to take more advanced work from partners and delegating more routine work to others, thereby aiding cost-effectiveness, and adding to interest/ training of all within the team. To develop knowledge of clients and their businesses as to become their point of contact on day-to-day matters. To review and finalise audit files, accounts and corporation tax work prepared by more junior staff. Focusing on developing a strong knowledge of NFP across the team. To complete staff appraisal forms providing feedback (good and bad) and training as required. To identify business opportunities and assist partners with specific value-added assignments- e.g., business planning, advisory and other audit related matters. To assist partners in controlling WIP within the department by progressing work to completion/ billing point swiftly. Liaising with partners re WIP and raising bills/ assisting as required. To monitor progress against deadlines and ensure these are met- e.g., Companies House filings, group reporting, P11Ds, tax returns, etc. Ensuring work is planned and progressed in an efficient, timely and cost-effective manner by liaising with Partners and supervising staff. Critical Skills Required: Ability to review and complete audit and accounts files quickly and efficiently. Strong computer literacy Strong active listening skills Excellent problem resolution skills and ideas generation ability Strong marketing, networking, and business development skills Pro-active management skills, resulting in high performance teams Critical Knowledge Required: In depth knowledge of audit and accounts preparation preferably NFP Corporate taxation knowledge Solid MS Office products knowledge Qualifications Required
Essential: ACA or ACCA Qualification or equivalent experience
Desirable: FCA or FCCA Experience Required
Essential: Minimum of 4 years post Qualification proven experience within an audit practice environment
Minimum of 3 years' experience managing staff within a practice environment
Desirable: Experience within a larger practice than Ellacotts Personal Qualities Excellent communication skills Quickly builds rapport and trust Highly confidential Good networker Resilient and energetic Achiever and self-motivated Organised Job Requirements Live within commuting distance of Banbury Work outside normal hours as required
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