To profitably manage a substantial portfolio of clients in the office, ensuring both excellent client service and making a significant contribution towards the overall future development and success of the office and firm.
- To manage the assignment in accordance with the firm’s standard procedures and confirm arrangements with the client, including likely costs and billing arrangements.
- To ensure Assurance quality at all times.
- Assist with internal and external quality assurance, ensuring any actions are completed in line with the firms and professional standards.
- To brief staff on the client’s business and the pre-assignment instructions, to supervise and control the completion of work, and to undertake 'on the job’ training and appraisals where necessary.
- To ensure that the job is completed within budget, and to discuss all materials points arising with the assignment partner and client immediately, particularly in relation to any anticipated overruns.
- To liaise with the client throughout the year and to practise the principles of excellent client service at all times.
- To ensure that appropriate liaison takes place with all other departments, and that all potential client needs are identified and serviced accordingly.
- To develop a detailed knowledge of the firm’s specialist services and to undertake special work in response to client needs where appropriate.
- To perform the firm’s review and completion procedures, to attend the final meeting with the client, and to ensure that the client subsequently receives the final accounts and commercial management letter on a timely basis.
- To ensure the profitable recoverability of work in progress, and to bill clients on a timely basis.
- To maintain an advanced level of technical knowledge through appropriate reading and courses, and to fulfil the Institute’s CPD requirements.
- To research and prepare proposals for new work, and to take part in formal presentations to prospective clients.
- To take an active involvement in prospective client seminars, and to effectively follow up contact made.
- Attend staff meetings and training as required.
- Maintain an awareness and observation of Health and Safety issues within the Firm, and report any concerns to the Health and Safety Representative.
- Carry out any other duties as are within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the line manager or Head of Department.
- Candidates must be ACA or ACCA qualified. First or second time passes preferred.
- Previous experience operating at manager level in a similar role is required or supervisor acting in the role as manager.
- Proven experience in client handling.
- Proven Assurance experience in producing high quality audits.
- Experience working on charity and academy audit assignments
- Assurance experience from a practice background would be a distinct advantage.
- Assurance experience of Owner Managed Business clients would be advantageous.
- Business development experience and interest would be a distinct advantage.
- Experience of working on FE college audit assignments.
Note: This job description reflects the present requirements of the role. As duties and responsibilities change, the job description will be reviewed and will be subject to amendment in consultation with the individual.
Diversity and Inclusion at RSM
At RSM, inclusion and diversity are central to our values. We have an authentic focus on intentional inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution.
To find out more, please visit our Diversity and Inclusion page on our Careers Website.
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