Hybrid role - Core hours (10am to 4pm) are covered for a better client service, but we offer flexibility in your working day around these hours
Role Purpose
The position we are recruiting for is Management Accountant. The role requires a qualified accountant with sound technical knowledge, the ability to manage their own workload, have good commercial awareness, and the ability to effectively communicate and form trusted relationships with clients and fellow team members.
The position will initially line-manage one to two Assistant Management Accountants.
Experience Required
The successful person will have a wide range of technical accounting knowledge and capability. The key competencies required by the role are:
- statutory compliance (annual accounts, taxation, and company secretarial)
- sound knowledge of accounting standards financial reporting, including experience of working with trial balances, balance sheets and charts of account
- production of management information (management accounts, KPI reporting etc)
- clear and confident communication with clients and other stakeholders
- effective business planning using forecasting and modelling
- good leadership qualities
Experience as a qualified accountant in industry and/or practice. Experience required in preparing management and year-end statutory accounts and liaising with clients on the results. The successful candidate will be ACCA/ACA/CIMA qualified.
Most importantly, we look for individuals with a desire to further their career in accountancy/finance, evidence of the technical aptitude required to perform the role, and the attitude required to add value.
- Managing a portfolio of clients with lead accounting and finance input
- Preparing business plans & forecasts with clients using Excel and/or dedicated forecasting software
- Being responsible for the production, review and submission of annual statutory accounts, confirmation statements and all other compliance, including Research & Development tax claims
- Conducting pre-year end checks with clients to identify risks and opportunities available to individuals and companies in terms of financial reporting and tax planning
- Identifying tax efficient planning opportunities for clients and delivering through to completion (eg, EIS investment, EMI share incentive plans etc.)
- Producing monthly management information, tailored to clients' requirements - and debriefing this to the management team of the client. Reports generally take the form of one of the following:
o Management accounts pack and presentations
o KPI Dashboards
o Operational & financial briefing reports
- Attending client board meetings to present, review financial performance and set strategic goals for the upcoming period
- Reconciling balance sheet accounts periodically and maintaining clear supporting schedules - including posting month-end accounting journals such as prepayments and accruals
- Assisting clients with training and consultancy advice
- Identifying potential opportunities for providing additional services to existing clients, and services to new clients
- Overseeing Assistant Management Accountants with their responsibilities, prioritising workload (bookkeeping, payrolls, VAT Returns, accounts etc) and supporting them with their personal development plans
Benefits
Salary is dependent on skills, experience, and qualifications.
Pension after probation.
Standard holidays plus bank holiday and you will be rewarded 1 additional day's holiday for every year of service, up to a maximum of 5 days.
Also offer a profit-sharing arrangement to all members of staff assuming various targets are met by the business and individuals. This is in addition to basic remuneration.
IT equipment.
Branded t-shirt and a few socials a year is also included!