Who are MHA Moore and Smalley?
MHA Moore and Smalley is a leading independent provider of accounting, business advisory and wealth management services. We have offices in Preston, Blackpool, East Midlands, Kendal, Lancaster, Liverpool, Manchester and Southport, with over 300 partners and staff advising clients across the UK. We are also part of a global network of firms, helping clients with international trade matters
Our Mission: Engage with our clients and our people to deliver technical excellence and quality in everything we do.
Our Values:
Delivering outstanding client service.
Creating a friendly, positive environment
Striving to be the best we can be
Doing the right thing
Putting something back
Why work for MHA Moore and Smalley?
We are a top 50 award winning professional services firm
Part of a national and international network of firms with global opportunities
Clear career opportunities and progression paths
Pay progression linked to role development
We have an excellent reputation for training staff in a friendly and welcoming environment
Focus on work/life balance – flexible working patterns/locations
We are accredited “Investors in People”
Great social life and involvement in community and charitable initiatives
Popular staff social club with subsidised events throughout the year
A diverse work family
Benefits package including: pension scheme, life assurance, flexible benefits (such as options to buy/sell annual leave, cycle to work scheme and dental insurance)
The Role (Key Responsibilities)
Clients and CRM
- Look after a range of clients, preparing assignments for partner/director review (accounts, tax, briefing notes etc).
- Co-ordinate compliance service delivery to clients and ensure that information is collected in the most efficient manner, timetabling work wherever possible to suit the needs of the client.
- Ensure that compliance deadlines are met and to liaise with tax staff to ensure work is appropriately planned.
- Ensure that jobs are adequately resourced, giving due regard to staff continuity where possible.
- Identify opportunities for providing other relevant services.
- Highlight issues which the partner/director needs to discuss with the client.
- Plan the approach to assignments following partner/director briefing, having agreed fee budget and completion deadline.
- Collate raw data for projects and summarise into a format suitable for review and amendment e.g. draft projections, draft reports.
- Maintain accurate and up to date client records on CCH.
- Generate file notes of any client meetings attended and circulate as appropriate to other service team members.
- Maintain regular contact with client and client service team.
- Report any client dissatisfaction immediately via the complaints database.
Business development
- Assist partner and directors in promoting the firm’s reputation and growing fees
- Assist with preparation of tender proposals and delivery of tender presentations
- Develop relationships with intermediaries and other relevant external parties
Management of Team Members
- Give clear and unambiguous instructions to managers and staff on assignments.
- Provide feedback to staff at the end of assignments, using the appropriate documentation.
- Encourage all team members to make useful contributions.
- Identify when staff members need support, and provide it, referring issues where appropriate to the relevant Partner/HR.
- Conduct appraisals as appropriate.
Management of Students in Training
- Fulfil the responsibilities of qualified Student Counsellors, per the ICAEW guidelines.
- Ensure that staff get a good mix of audit and accounts experience, such that they are able to meet the requirements of the student competency framework, providing 1-2-1 accounts preparation training where necessary.
- Ensure that students are fully utilised and booked appropriately on the work programme.
- Ensure that students are obtaining formal feedback on assignments and maintaining relevant training records, including work based learning questions, where relevant.
- Sign students off as competent against framework at year-end.
- Support students in preparing adequately for examinations.
- To ensure that staff feel supported, valued and appreciated.
Essential Skills:
- Up to date technical knowledge of Auditing and Financial Reporting Standards.
- Awareness of the firm’s services and product offering
- ICAEW and /or ACCA exam structure, work experience and ethics training requirements
- Appraisal system and CPD programme
- Knowledge of student competencies
- Is technically competent and compliant and gives due consideration to risk.
- Is able to produce realistic projections and comment on draft projections versus historic accounts. · Generates ideas for clients and for the firm, striving for improvements and efficiencies
- Plans to makes effective use of time and consistently meets deadlines
- Demonstrates attention to detail
- Works flexibly and considers the needs of the whole department
Qualifications: ACA/ACCA Qualified or qualified by experience