Accounts Semi Senior Auditor Full Time

Luton, Bedfordshire
Connect2Employment

Accounts Semi Senior

About the Role

Currently studying ACA professional stage.

To prepare complex, and oversee the preparation of simple, financial statements and tax computations and

returns across the whole client range, working mainly unassisted.

Experience

3+ years in accountancy profession up to and including a Semi Senior or similar role.

Reports to

Designated Senior – for day-to-day workflow and on the job training

Designated Mentor/Manager – to monitor and assist in their training and professional development and appraisal

Main Duties/Areas of Responsibility

Clients

• Support in a positive, pro-active way and maintain a client focus at all times
• Understand each client and build the client relationship
• Try to ensure a business mind-set
• Communicate in a professional manner, recognising and addressing the clients’ needs
• Be aware of and try to promote the range of company services
• Assist seniors with preparing necessary files/documents for client meetings

Team

• Provide regular and timely feedback to direct reports
• Allocate appropriate work to team members
• Assist with on-the-job training of the team, taking an active participation in the personal and professional development of all direct reports

Accounts

Accounts preparation for client types up to and including larger sole traders, partnerships and limited companies for senior or manager review

Processing

• Be aware of all deadlines, budgets, and targets from the start & advise senior/manager of budget issues as soon as possible
• Assist/oversee trainees with their account’s preparation work
• Ensure that trainees’ & juniors’ work is reviewed thoroughly and passed back where required
• Ensure accurate notes are provided to assist the senior
• Resolve any queries brought upwards by trainees & juniors
• Deal directly with client to clarify outstanding matters
• Ensure all follow up points identified on review are dealt with
• Ensure all the required schedules are present on the file, agree and are the most recent versions
• Ensure all relevant supporting documentation is included and agree
• Import draft figures to IRIS accounts production from the working papers and produce draft accounts for the file

Finalising

• Assist trainees and junior team members with preparing any finalised pack, reviewing all documents for completeness and accuracy before passing up to the senior.

Audit – where applicable

• Carry out stock take auditing unassisted
• Attend planning meetings
• Take responsibility for audit field work on clients’ premises
• Assist in completion section of less complex audit files
• Pass audit file upwards for manager review
• Field work – carried out with minimal supervision in accordance with the audit planning
• Completion – playing an active part in assisting the manager in completing the file

Tax

Personal Tax

• Enter basic data on to Iris Personal Tax
• Creating & linking Tax Computation and Schedules of Data in electronic format of data for upward review
• Finalise tax return pack in electronic format for upward review

P11d

• Enter basic data on to Iris P11d
• Deal directly with the client to obtain missing information or clarify matters
• Create the draft reports from Iris P11d in electronic format for senior/manager review
• Finalise the P11d pack in electronic format

Corporation Tax

• Create the draft Tax Computation in electronic format for upward review
• Assist junior team members with finalising the Company Tax Return in electronic format

Other tax

• Assist with other tax issues as the arise including (but not exclusively) ATED, CGT, IHT, HMRC tax enquiries.

Team

• Provide regular and timely feedback to direct reports
• Allocate appropriate work to team members
• Assist with on-the-job training of the team, taking an active participation in the personal and professional development of all direct reports

Ad Hoc Tasks

• Assist director/manager with other ad hoc tasks and projects such as (but not exclusively) company secretarial work, management accounts, business development, training, promotional activity.

Key Accountabilities

measure

Required Output

Chargeable time

Use of non-charge time

Evidence of productive use

Quality of files

Neat, accurate, complete & SOP compliant

Personal & professional development

Conducted & completed in line with statutory, regulatory requirements and development plan

Knowledge & Skill

Technical

CFAB or equivalent qualified

Current corporate & personal tax rates

Anti-Money Laundering Regulation

GDPR

Criminal Finance Act

Bribery Act

Technology

Proficiency in MS Office is essential

Iris

Practice Engine

Virtual Cabinet

Xero

Sage

My Workpapers

QuickBooks

Awareness & understanding of cyber security risks

Required Personal Qualities

Good client service skills

Good communication skills

Team working

Organised & reliable with good time management skills

Adaptable and able to manage several jobs simultaneously

Problem solving skills

Attention to detail

Dedicated

Confidentiality

Integrity

Connect2Luton, part of Luton Borough Council & Kent Commercial Services LLP, is an equal opportunities Employment Agency & Business and positively encourages applications from all suitably qualified and eligible candidates.