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Audit and Accounts Manager

2 months ago

Woking UK, Surrey, United Kingdom Wilson Partners Full time

About the Company:

An opportunity has arisen to join Wilson Partners, an award-winning Accounting, Tax and Corporate Finance firm, recognised in 2023 as ‘Outstanding to work for’ by Best Companies.


We work with ambitious SMEs, their owners and Private Equity houses combining the financial expertise, experience and accessibility of our talented team to help them achieve their goals. Like our clients, we’re ambitious too. We want to be a top 25 accounting firm by 2026 and we will only achieve that by investing in our people and continuing to provide innovative and value-added accounting, tax and corporate finance solutions that empower clients to make better decisions.


Wilson Partners was established in 2008 in the heart of Maidenhead, Berkshire, by two brothers, Allan and Chris. From day one there has been a key focus on team culture, driven by the belief that our business is all about the people. Now with offices in Maidenhead, Cambridge, Sevenoaks, Woking and South Africa and a team pushing 160, we’re here to make a positive impact. Our continued growth journey means we are always on the lookout for great talent.


We’re proud to do things a little differently, we’re business enthusiasts who just happen to be accountants, and we want to challenge and be challenged. We strive for the best and we want our clients and people to see the value in how we operate and that we can make a real difference.


Your New Role


This is an exciting role within a fun and dynamic team, where you’ll work with a varied portfolio of clients across audit and financial reporting.


This role is client-facing and therefore requires fantastic levels of communication, a can-do attitude and the ability to build long-term professional relationships with clients and internal team members.


There is the requirement to manage deadlines, technical accounting and audit queries and the ability to review the work of others within the team.


You will be a vital part of the team in terms of audit and financial reporting assignments to ensure clients meet their regulatory reporting requirements. This will include getting stuck in with managing, planning and completing field work for audit and financial reporting assignments.


Main Purpose


To prepare accounting, business tax and audit work on more complex and technical areas which significantly contributes to the final client deliverable and coach and develop junior team members to completion of their work through on the job training.


To ensure accounting, audit and tax assignments are compliant and within agreed timescales.


Duties & key responsibilities:


  • Planning assignments effectively ensuring appropriate resources, timetables and budgets have been put in place.
  • Managing the delivery of assignments to ensure that they run smoothly, to time and within the fee budget and addressing issues when they arise.
  • Setting work for team members which seeks to develop junior team members and provide support and coaching.
  • Assist with the completion of trainee files and associated development including regular check-ins, time sheet reviews and management of workloads.
  • Managing the communication with the client to ensure expectations are clear and to introduce team members working on the assignment.
  • Reviewing the work of the team members and self to ensure that files prepared for director review are completed in accordance with the firm’s procedures, technically robust and considered ready to issue to the client.
  • Completion of all sections of an audit file for review / sign off by the RI.
  • Review sections of audits prepared by trainees to ensure smoother process at RI review level.
  • Preparation of technical assessments of required accounting / audit / tax treatment based on applying the relevant legislation and standards to the specific circumstances.
  • Preparation of the firm’s most challenging period end financial statements and business tax computations for complex companies (including consolidation and group accounts) for director review.
  • Involvement in specific and adhoc projects if required including budgeting and due diligence.
  • Build and manage the relationship with clients to ensure they are receiving the necessary advice and support on a timely basis.
  • Assist with mentoring and developing junior team members.
  • Promote best practice across the firm through training and effective communication.
  • Continually look for opportunities to improve the effectiveness and efficiency of the team and its systems.



General responsibilities:


  • Ensure confidentiality of sensitive data.
  • Develop specialist knowledge through selection of relevant CPD.
  • Apply regulatory, legal, professional and ethical standards relating to engagements.


Skills & abilities:


  • Resourcefulness to resolve issues and identify opportunities.
  • Ability to communicate with senior management and explain points clearly and concisely.
  • Ability to coach and train other team members.


Knowledge & experience:


  • Have gained experience in a similar role within a practice environment.
  • Experience of working within a team.
  • Computer skills: MS Office applications - Word, Excel, Outlook.
  • ACCA/ACA/CA qualified with first time passes preferred
  • Knowledge of IRIS preferred
  • Excellent knowledge of accounting standards and changes to basic tax legislation as required.


Personal attributes:


  • A ‘can do’ attitude with a high attention to detail.
  • Excellent communication skills – both verbal and written.
  • Commitment to learning.
  • Confidence.
  • Able to handle clients in an open, approachable and professional manner.
  • Be a good team player demonstrating commitment and respect to other team members.
  • Good organisation skills.
  • Good at managing deadlines and workload prioritisation (‘multi-tasking’).