Role Overview

This role involves managing a varied portfolio of audit and non-audit clients, overseeing the delivery of high-quality statutory accounts and audit assignments, and mentoring junior team members. It offers exposure to a broad client base and clear progression opportunities.
Portfolio value: up to £750K

Key Responsibilities

Client Management

• Manage a portfolio of audit (where applicable) and accounts clients, acting as the main point of contact
• Oversee team/resource planning, WIP, and billing in line with internal KPIs
• Ensure efficient use of IT systems
• Manage client onboarding and disengagement with admin support
• Build strong client relationships and deliver high-quality service
• Identify additional service opportunities and support business development

Accounts

• Review statutory accounts under UK GAAP (FRS 102/105) and IFRS where applicable
• Resolve technical issues and ensure compliance with standards and firm procedures
• Ensure assignments are completed efficiently, on time, and within budget
• Deliver complete files to Directors ahead of reviews
• Contribute to quality improvements and stay up to date with regulation

Audit

• Plan, manage, and review statutory audits from planning through completion
• Resolve technical audit issues and ensure compliance with UK standards
• Ensure timely delivery of complete files for Director review (planning and completion)
• Support audit quality initiatives and monitoring visits
• Maintain awareness of regulatory and auditing changes

Tax

• Ensure corporation and personal tax compliance requirements are met
• Identify tax planning opportunities and provide proactive client advice
• Manage P11D compliance
• Handle additional tax matters (e.g. CGT, IHT, ATED, HMRC enquiries)

Company Secretarial

• Ensure Companies House records are accurate and up to date
• Manage and submit required changes in line with statutory obligations

Ad Hoc & Team Leadership

• Participate in management and workflow meetings
• Support ad hoc projects for Directors or clients
• Lead, mentor, and develop team members, including recruitment and appraisals
• Review junior staff work and provide constructive feedback
• Assist with workflow and resourcing planning

Person Specification

Essential

• ACA/ACCA qualified (or equivalent)
• Minimum 2 years’ post-qualified experience at Manager level
• Strong UK practice background including audit
• Excellent knowledge of UK GAAP and audit standards
• Proven ability to manage multiple clients and deadlines
• Strong communication and interpersonal skills

Desirable

• Experience with SMEs and owner-managed businesses
• Exposure to group audits and consolidations
• Staff development and performance management experience
• Familiarity with systems such as CaseWare, CCH, IRIS or similar

What We Offer

• Competitive salary and benefits
• Hybrid and flexible working
• Clear progression opportunities
• Supportive, collaborative culture
• Ongoing technical and professional training