CASS Manager

HaysMac is an award-winning firm of chartered accountants and tax advisors, with 44 partners and over 600 staff, providing advice and services to entrepreneurs, fast-growing and owner-managed businesses, charities and not for profit organisations across the UK and internationally. From our trainees to our partners, our culture of support and progression means we grow together as one firm to best help our clients. We are currently looking to recruit a CASS Manager to join our Risk Assurance and Advisory Services (RAAS) Team within the Financial Services sector. Our financial services sector works across wealth management, hedge fund managers, private equity and venture capital and fintech providing CASS assurance services. This is a great opportunity to join our growing team, contribute to and support the strategy of our broader RAAS offering within the sector, shaping its future. As a senior member of the team, you’ll support the development of our CASS specialism by working closely with our RAAS team to build capability and service our CASS clients. You will have the opportunity to contribute to shaping the training materials and work paper templates. We have an extensive FinTech offering and broad community, you will be instrumental in the implementation and integration of CASS 15 and therefore the success of our team within the market. This is a fantastic opportunity to join a firm where your insights and leadership will make a real impact—both within our team and for our clients. Main Duties and Responsibilities Manage CASS audit engagements: planning, fieldwork and completion review and management; coach and develop staff; lead client meetings; research and propose solutions to accounting queries for discussion with the RI; draft CASS reports; monitor budgets and recoveries and where applicable discuss overruns with clients; and manage client and RI expectations. Being a key point of contact for your client portfolio throughout the year Building and maintaining strong relationships with existing clients as well as prospective clients Managing the overall service delivery to clients this includes overseeing the delivery of non audit services to your clients. Contribute to general RAAS advisory projects Client billing Line management of staff members in the team Co-ordination with other service line teams to deliver a high quality and cohesive client service Reporting directly to the RI and having several direct team members report to you. There will be the opportunity for the right candidate to be involved in business development, including attending and participating in events and thought leadership. The Candidate ACA or ACCA qualified (or equivalent) Extensive CASS audit experience, including CASS 6, CASS 7 and safeguarding Exceptional communication skills with the ability to coach and develop a team and actively build a talent pipeline Strong knowledge of the FCA’s Client Assets Sourcebook and its practical application Wider knowledge and experience of the wider FS regulatory landscape is desired Deep understanding of governance frameworks, business structures, and control environments in the asset management sector Multitask in terms of handling multiple clients simultaneously Ability to produce high quality business style reports Proven track record of establishing and maintaining strong relationships Be able to learn and adapt to new situations or work on new software Excellent stakeholder and relationship management skills Strong project management capabilities and experience leading professional teams Everyone is welcome to apply for our roles, and we are determined to ensure that no applicant or employee receives less favourable treatment because of gender, race, disability, sexual orientation, religion, belief, age, marital status, background, pregnancy, or caring responsibilities. We also recognise the importance of diversity of thought within our teams and are fully committed to embracing the talents of people with autism, dyslexia, ADHD, and other forms of neurocognitive variation. We will always seek to make appropriate adjustments to recruitment, workplaces, and work processes to be fully inclusive to people with different needs and working styles. If you need us to make any reasonable adjustments for you from application onwards, please email recruitment@haysmac.com