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Responsibilities
- Plan and monitor work and resources within agreed budgets to meet deadlines and targets.
- Manage and develop a client portfolio.
- Manage the team to ensure client and Partner expectations are met on delivery and accuracy of work.
- Lead on developing excellent client service and relationships with clients and Partners.
- Review accounts for quality and compliance, ensuring completion of file and recording notes and review points.
- Make recommendations to the Partner as part of the file review and continuous improvement.
- Liaise with other departments to efficiently and effectively complete jobs.
- Manage the work in progress and billing process on the client portfolio and update the Partner.
- Provide technical advice to the team and client as required in line with the firm's standards.
- Interpret and apply accounting standards.
- Promote and advocate the firm's methodology.
- Ensure application of professional ethics and standards.
- Contribute to team and firm-wide initiatives.
- Work in collaboration with the team to direct team members, share knowledge and ideas to improve communication, set team goals and recognise achievements.
- Develop own profile and build knowledge and technical expertise to enhance professional development.
- Build knowledge and awareness of all aspects of the firm’s service to help identify opportunities to up sell and cross sell services to clients and communicate this to the team.
- Support marketing and business development initiatives to increase client portfolio and new business.
- Engage positively with the business and advocate the firm’s values.
- Take responsibility for own personal and professional behaviour.
- Act with honesty, fairness and integrity in all dealings with clients, contacts and colleagues whilst respecting confidentiality and building trust.
- Take ownership of work/assignments and improvement processes.
- Take responsibility for following the firm's procedures.
- Meet all targets set by the firm.
- Maintain client confidentiality.
Requirements
- ACCA or ACA qualified
- Fluent in English plus one or more of the following languages: Mandarin or Cantonese.
- Good technical and compliance skills.
- Maintain high standards of professional conduct and practice.
- Maintain professional scepticism.
- Understand and identify business risk.
- Effective use of business tools.
- Develop coaching, and mentoring skills.
- Excellent communication skills.
- Build relationships with peers internally and externally.
- Understand other client facing service areas: audit, tax, payroll.
- Excellent client handling and relationship skills.
- Awareness of relevant financial targets and constraints.
- Seek innovative solutions with 'out of the box' thinking to deliver excellent client service.
- Generate and implement new ideas to progress the business.
- Develop specialist expertise relevant to servicing client portfolio.
- Strong business acumen.
- Develop good networking and rapport building skills.
- Marketing and business development skills.
- Demonstrate effective management and leadership style that inspires others.
Skills
- Technical skills
- Compliance skills
- Coaching skills
- Mentoring skills
- Communication skills
- Relationship building skills
- Client handling skills
- Business acumen
- Networking skills
- Rapport building skills
- Marketing skills
- Business development skills
- Management skills
- Leadership skills
Education Level
- ACCA or ACA qualified