Accounting and Financial Reporting Director

2 weeks ago


Reading, Reading, United Kingdom RSM Full time
Job Purpose

As a key member of the RSM team, you will be responsible for assisting the Department Head in day-to-day management and managing your own portfolio of clients, ensuring the highest possible standards of client service at all times. You will take an active role in the growth of the department through identification of opportunities and associated business development activities.

Key Responsibilities
  • Manage a portfolio of clients with varying assignments, including determining resource requirements, liaising with clients, and monitoring team progress against budgets.
  • Maintain an advanced level of technical knowledge through reading, courses, and development requirements.
  • Provide technical support to AFR Directors and Partners, as well as technical advice to clients and other departments.
  • Liaise with clients throughout the year, practicing excellent client service principles.
  • Closely monitor practice management system reports to ensure profitable recoverability of work in progress and timely billing.
  • Develop a detailed knowledge of the firm's specialist services, actively looking for opportunities to cross-sell and undertake special work in response to client needs.
  • Participate in the recruitment process for specialist hires or graduate recruits, leading first-round interviews and making recommendations to AFR Directors and Partners.
  • Manage the AFR team's appraisal process, ensuring appropriate objectives and development plans are in place for junior members of the team.
  • Perform the firm's review and completion procedures, attending final meetings with clients and ensuring timely delivery of final accounts, management letters, and adjustments to opening balances.
Key Performance Measures
  • Deliver high-quality service to clients, ensuring timetables are achieved.
  • Meet utilisation, profitability, and recovery targets.
  • Growth in recoveries and engagement margin on client portfolio.
  • Cross-selling additional services and introduction of other service lines to clients, new work won for the firm, and fee increases on client portfolio.
  • Adherence to the firm's procedures and values.
  • Demonstrating ownership and responsibility for completion of assignments.
  • Portraying the Firm in a professional manner through appearance, conduct, and attitude.
Personal and Professional Qualities
  • ACA/ACCA fully qualified, with at least three years PQE and one year experience of managing a full portfolio of clients.
  • Strong technical skills.
  • Experience of using accounting software.
  • In-depth understanding of UK financial reporting requirements.
  • Well-developed people skills to relate to clients and colleagues.
  • Good organisational and time management skills.
  • At least 3 days present in the office each week to support colleagues face-to-face.


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