Purpose of Role:
- To apply the relevant technical skills and to work as part of the Audit & Accounts Team by applying those technical skills and by carrying out tasks under minimal supervision
- To take responsibility for individual assignments, ensuring the effective and timely delivery, and the quality of service, meets the firm's aims
**Reporting to:
- You will report to Directors, Associates, Managers and Client Managers
**Main Areas of Responsbility:
Technical:
- Apply practical experience and technical knowledge to fulfil the purpose of your role
- Prioritise and be accountable for the planning and completion of the work assigned to you
- Build on your practical work experience
- Complete assignments for passing to Director or Associate without supervision
- Review other team members' work
- Lead and take responsibility for the audit at client premises, supervising the work to meet the planning objectives set
- Follow the firm's systems and processes and apply them effectively
Team Development:
- Supervise and support junior Team Members on audit and accounts assignments, both in the office and at client premises
**Building Relationships:
- Be confident at asking questions and raising queries with other Team Members
- Discuss and clear basic queries with clients, as instructed by the Supervisor
- Confidently communicate with clients to build relationships and resolve queries as far as possible
Commercial and Entrepreneurial:
- Is commercially focused, understands the business environment and changes likely to impact clients
Areas of Responsbility for other functions:
Administration:
- Complete your timesheet in a timely manner
- Maintain your Outlook calendar and ensure it is fully up-to-date at all times
HR:
- Performance Management - Student Audit & Accounts Team Members
- Provide feedback where appropriate or requested to do so
- Performance Management
- Take feedback on board or request feedback where appropriate
- Appraisals
- Complete appraisal documentation
- Attend Appraisal Meetings
- Complete Action Points arising from Appraisal Meeting
- Inform HR of any changes in the personal information held by the firm
IT:
- Utilise the firms IT systems to work efficiently and effectively
- Report issues arising to the IT team
- Attend IT training sessions are required
Learning & Development:
- Consider your individual learning and development needs and liaise with your Line Manager to ensure where necessary, such objectives are met
- Ensure annual declarations are made to regulatory body
- Ensure CPD Record is completed on an annual basis
Marketing:
- Assist in marketing and promotional activities of the firm as requested