Main Duties and Responsibilities

• Liaising with clients (phone, email and face-to-face meetings) from planning to completion stage, requesting documents and resolving queries;
• Preparation of detailed advice for clients focusing on practical solutions;
• Reviewing of year end and compliance work to ensure that jobs are being completed in a respectable time frame;

• Managing a portfolio of 70 clients across various sectors;
• The role has a focus on Statutory Accounts and Trust Accounts preparation;
• Training and supervising junior members of staff in relation to processing systems, preparation of financial statements, and general accounting processes and procedures;
• Holding appraisals of junior members of staff;

• Heading up our training programs for raw juniors, including checklist of minimum requirements for accounts preparation pro-audit files, and attending training programmes to assist and teach juniors PKF systems and procedures after initial training;
• Formulation of new accounts preparation Pro-Audit procedure and pack;
• Creating electronic work papers for P11D assignments;
• Creating electronic work papers for Trust Account assignments; and
• Contributing to our work experience program for school aged work experience students to show overview of how an accounts preparation assignment is completed.