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Manager, Pension Services
1 week ago
As a Top 14 firm of chartered accountants, tax and business advisers, we work in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations.
Leveraging our national network of offices, we offer a comprehensive range of financial and business strategy services to clients across the UK, enabling them to achieve profitable growth and build sustainable long-term success.
Our agile and responsive approach means we are always on hand to have the right conversations about with clients at the right time, allowing us to identify their goals and business needs both now, and in the future.
Clients and CRM- To look after a range of clients, preparing assignments for partner/director review (accounts, tax, briefing notes etc).
- To ensure that compliance deadlines are met and to liaise with tax staff to ensure work is appropriately planned.
- To collate raw data for projects and summarise into a format suitable for review and amendment e.g. draft projections, draft reports.
- To report any client dissatisfaction immediately via the complaints database.
- Contributes to writing of articles and other publications
- Assists with management and delivery of internal service or project, including delivery of training and communication.
To ensure that staff get a good mix of audit and accounts experience, such that they are able to meet the requirements of the student competency framework, providing 1-2-1 accounts preparation training where necessary.
- To authorise time off, sick leave, holiday.
- To provide regular feedback to staff and ensure training needs are met.
- To ensure training programme is attended and is adequate for student needs (pre and post training evaluation).
- To manage and develop staff in training and following completion of training.
Up to date technical knowledge of Auditing and Financial Reporting Standards.
- Departmental objectives and key performance indicators
- ICAEW and /or ACCA exam structure, work experience and ethics training requirements
- Is technically competent and compliant and gives due consideration to risk.
- Is able to produce realistic projections and comment on draft projections versus historic accounts.
- Is able to undertake internal projects, communicate findings and see through to completion
- Asks for feedback on own performance and seeks out opportunities for development
- Develops others via motivational feedback, coaching, appraisal
Qualifications:
ACA/ACCA Qualified or qualified by experience
Over the last few years, we have won multiple industry awards such as National Firm of the Year, Tax Team of the Year, Graduate and Non-Graduate programme of the Year, Best Advisory Services and most recently the gold standard accreditation by Investors in People
- Genuine Work Life balance
- 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
- Competitive salary package
- Employee Recognition awards
- New and improved programme for Succession planning and supportive management structure to help you realise your potential
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