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Senior

About the Role

To ensure that all aspects of financial reporting and auditing are carried out in a timely and efficient manner, in accordance with prescribed systems and procedures and that all relevant files are passed upwards for manager/director review at the acceptable quality standard. On some jobs the senior may be asked to handle a small portfolio of clients.

Reports to

Designated manager

Main Duties/Areas of Responsibility

accounts

Prepare management accounts
Complete on time, accurately and thoroughly
Complete all sections and pass on for manager review
Prepare complex assignments for manager review
Utilise junior staff on more simple assignments and oversee their work standard
Support trainees and help with development of knowledge and skills
Review annual accounts prepared by juniors
Finalise accounts
Complete all sections of the accounts file
Pass on for manager review
Indicate clearly any points that need further clarification

Audit - where applicable

2.1 Complete planning documentation so that audits are carried out effectively

2.2 Perform the role of the senior representative on site and conduct all relationships with the client in a professional manner

2.3 Utilise and plan junior staff effectively and oversee their work standard

2.4 Review/finish audit file to the appropriate standard, suitable for manager review

Planning - playing an active part in assisting the manager in audit planning
Field work - carried out with minimal supervision in accordance with the audit planning
Completion - playing an active part in assisting the manager in completing the file.

Tax

3.1 Deal with complex business tax computations, including corporation tax

3.2 Prepare personal tax returns for manager/director review.

Ensuring that clients are given good, pro-active advice as to limiting their tax liabilities within the boundaries of the legislative framework

Client

Deliver the service and develop the relationship
Relationship build so that trust, respect and understanding are the underpinning features
Seek client feedback, act and report on it
Communicate by letter, telephone and face to face in a professional manner, recognising and addressing the clients' needs
Prepare necessary files/documents for client meetings
Empathise with the needs of the manager conducting the meeting
Provide not just basic information, but also notes of a 'what if' nature
Promote the uptake of add-on company services
Take every opportunity to encourage the uptake of wider, added value services

Controls

Take account of budgets in utilization of own time and overseeing juniors' time
Own time management
Time management of junior staff
Business mind-set
Make manager aware of potential for overrun at earliest opportunity
Pro-active, not reactive
Prompt upward communication, predicting possible concerns and offering suggestions to remedy
Ensure that all laid down systems, processes and procedures are complied with
Working systems are understood and used by self and juniors
Work is carried out by self and juniors according to company standard operating principles

Team

Provide daily feedback to all direct reports
Review jobs and give clear, constructive feedback
use this process as a developmental tool
Carry out annual appraisal of direct reports
On time, well-constructed, thorough, fair, honest, properly documented
Take an active participation in the personal and professional development of all direct reports

Experience & Skills

Experience

Experienced in ensuring that all aspects of financial reporting and auditing are carried out in a timely and efficient manner, in accordance with prescribed systems and procedures and that all relevant files are passed upwards for manager/director review at the acceptable quality standard.

KEY ACCOUNTABILITIES

Chargeable time, self - target 60%+
Chargeable time, direct reports - target 60%+
Quality of files
Neat
Accurate and complete
On time
Shows initiative
Personal and professional development
Progression on course of study (if applicable)
SWAT courses
Development of soft skills
Attendance record
Relative situation compared to colleagues
Bradford factor

Knowledge and Skills

Essential

Desirable

Analytical thinking skills

QuickBooks

Through with attention to detail

Online cloud accounting

Knowledge of accounts

Autoentry/ HubDoc

Administration skills

IRIS

Excellent communication skills

Virtual Cabinet

Proficiency in MS Office

Practice Engine

Team working

Organised with good time management skills

Attention to detail

Problem solving skills

Xero, Sage

Personal Qualities

Comfortable to work in a fast-paced environment

Reliable with good timekeeping

Dedicated

Confidentiality

Integrity

Adaptable and able to manage several jobs simultaneously

Connect2Luton, part of Luton Borough Council & Kent Commercial Services LLP, is an equal opportunities Employment Agency & Business and positively encourages applications from all suitably qualified and eligible candidates