Accountancy Practice Supervisor

4 weeks ago

Bath, Bath and North East Somerset, United Kingdom Autograph Recruitment Full time
Job Title: Accountancy Practice Supervisor

Autograph Recruitment is delighted to be working with a highly successful and progressive Practice Accountants based in Bath. Clear career progression is offered and space to grow in a dynamic team.

Key Responsibilities:
  • Conducting initial file reviews for the managerial team to ensure a high-quality and complete file is provided for final manager review.
  • Take ownership of assignments given, for example, with audits this would include timely review as to the state of the audit files and interject where the team below may need help and support to provide timely delivery.
  • Ensuring that all accounts & tax returns are filed with the relevant authorities on time for your portfolio and assisting with the monitoring of filing deadlines within your team.
  • Complete ownership of your own time and work with effective reporting and communication with your managers.
  • Help managers with their clients, picking up value-add potential on clients when in contact with them.
  • Take advisory work off managers and liaise with clients on a manager's behalf.
  • Start to build a client portfolio where you become the principle contact for that client.
  • Review AML documentation prepared by junior staff. Co-ordinate the completion of AML documentation for new clients.
  • Complete complex VAT returns for review as well as initial review and compliance matters with clients on more straightforward VAT returns.
  • Respond to client queries promptly dealing with accounts matters themselves.
  • Draft communications for the management team on ad-hoc/advice matters.
  • Prepare external communications and liaise with the Manager/Partner on matters containing advice.
  • Liaise with clients and HMRC on tax and advice matters.
  • Plan assignments in accordance with the firm's procedures, review budgets to ensure they are realistic in terms of costs and time allocated in the planner.
  • Start representing the firm externally at networking events and build relationships.
  • Participate in working groups within the firm to develop and direct training needs within the firm. Maintain your technical knowledge through CPD.
Key Skills & Competencies:
  • A high degree of personal motivation, organisational skills, and the ability to manage your own workload.
  • Flexibility and approachability under pressure.
  • You must be proactive, tenacious, and always show initiative.
  • Excellent attention to detail and a high degree of accuracy.
  • The ability to communicate confidently, clearly, and effectively at all levels including ensuring the partner is aware of any client issues.
  • The ability to work closely with other members of the team and management team.
  • A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
  • The ability to build excellent relationships with all colleagues through role-model behaviour in line with the Firm's culture and strategic objectives.
  • To understand when it is necessary to escalate either technical or client experience issues to the partner or support specialists.
Key Knowledge & Behaviours:
  • Planning and organisation.
  • Self-motivation.
  • Familiarity and an understanding of the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering, Audit Independence, DPB and the Health and Safety at Work Act.
  • Good technical knowledge of accounts preparation and tax compliance.
  • Familiarisation with personal and business tax regulations, plus VAT and PAYE.
  • Full driving licence, plus unrestricted access to a car.
  • Strong interpersonal skills in dealing with both clients, team members and colleagues.
Qualifications:
  • Preferred ACA / ACCA qualified.
  • 1 year + or equivalent experience.

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