Job Description
As part of this role you will be responsible for delivering a high quality service to a range of clients, involving planning, preparing and undertaking accounts and audit assignments for director/partner review, supervising teams and supporting student development for trainees.
Who are MHA Moore and Smalley?
MHA Moore and Smalley is a leading independent provider ofaccounting, business advisory and wealth management services. We have officesin Preston, Blackpool, East Midlands, Kendal, Lancaster, Liverpool, Manchesterand Southport, with over 300 partners and staff advising clients across the UK.We are also part of a global network of firms, helping clients withinternational trade matters
Our Mission: Engage with our clientsand our people to deliver technical excellence and quality in everything we do.
Our Values:
· Delivering outstanding client service.
· Creating a friendly, positive environment
· Striving to be the best we can be
· Doing the right thing
· Putting something back
Why work for MHA Moore and Smalley?
· We are a top 50 award winning professionalservices firm
· Part of a national and international network offirms with global opportunities
· Clear career opportunities and progression paths
· Pay progression linked to role development
· We have an excellent reputation for trainingstaff in a friendly and welcoming environment
· Focus on work/life balance – flexible workingpatterns/locations
· We are accredited “Investors in People”
· Great social life and involvement in communityand charitable initiatives
· Popular staff social club with subsidised eventsthroughout the year
· A diverse work family
· Benefits package including: pension scheme, lifeassurance, flexible benefits (such as options to buy/sell annual leave, cycleto work scheme and dental insurance)
The Role
Key Responsibilities:
· To assist in looking after a range of clients,preparing assignments to strict deadlines for review, reporting either directlyto director/partner or on more complex assignments to senior manager (accounts,tax, briefing notes etc).
· Toassist in co-ordinating compliance service delivery to clients and ensure thatinformation is collected in the most efficient manner, timetabling workwherever possible to suit the needs of the client.
· Toassist in maintaining regular contact with client and client service team.
· Arrange pre-completion meetings withmanagers/directors/partners and completion meetings with clients on timelybasis.
· Toplan the approach to assignments following partner/director briefing, havingagreed 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, ensuringthey are suitably trained, reviewing their work and providing feedback in atimely manner.
· Give clear and unambiguous instructions to staffon assignments.
· Provide staff with feedback at the end of theassignments 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 relevantdepartments to make sure compliance work is planned at the right time.
· Highlight issues which the director/partnerneeds to discuss with the client.
· Review work in progress and fee budgets onmonthly basis, reporting variances from billing target to director/partner.
· Manage own fee targets, prepare own budgets andbills for director/partner approval.
· Plan own and others time to maximum efficiency,manage personal time and working practices to maximize profitability andprotect the good reputation of the firm.
· Maintain the highest standards of personalorganisation, setting an example to more junior members of staff.
· Consistently achieve good feedback from clientsand staff by delivering a high standard of client service both internally andexternally.
· Comply with the firm’s policies, procedures andethical standards.
· Fulfil ongoing obligation to ContinuingProfessional Development and take an active role in own personal development.
· Demonstrate attention to detail.
· Demonstrate technical ability in dealing withaccounts, audit, VAT, tax, PAYE and general business advisory areas compatiblewith client base.
· Spot opportunities to introduce other services
Experience, Skills and Qualifications required
· Up to date technical knowledge of Auditing andFinancial Reporting Standards and the firm’s software packages.
· Awareness of departmental objectives and key performanceindicators.
· Awareness of the firm’s services and productoffering.
· A sound general understanding of auditing andaccounting principles.
· Knowledge of the CPD programme
· Knowledge of the student competencies framework
· Ability to use sector software, in particularaccounts prep, Excel, Word and e-mail systems.
· To be able to draft letters which arecommercially sensible and appropriate to the client's situation.
· Adapt to different audiences and able tothoroughly research available data and present findings in a way which can beunderstood by both clients and staff.
· Effective communication skills, includingfeedback/coaching, supervisory skills.
· To be able to establish client needs.
· To use data gathered to analyse clientcircumstances.
· To be able to provide answers to clientquestions in a manner and pace appropriate to their needs.
· Possess the ability to communicate with andreport 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 ofstaff, including junior/student members of staff.
· Awareness of the appraisal system and CPDprogramme.
· Awareness of key dates and filing deadlines.
Qualifications:ACA/ACCA qualified or qualified by experience.
#J-18808-Ljbffr