Assistant Client Accounting Manager

Saffery Trust; United Kingdom; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading financial services firm seeks an enthusiastic accountant to supervise a small team, ensuring timely delivery of accurate financial statements. The successful candidate will have strong technical accounting knowledge, people management experience, and exceptional communication skills. This permanent role offers the opportunity for professional development within a supportive environment.

Benefits

Competitive salary

Financial support and study leave

Health insurance

Annual performance-based bonuses

Qualifications

• 1-2 years of post qualification experience in accounting.
• Knowledge and experience of trust and company financial statements.
• Ability to maintain effective relationships.

Responsibilities

• Supervise a small team of accountants and bookkeepers.
• Ensure timely delivery of accurate financial statements.
• Develop new policies to improve efficiencies.

Skills

Technical accounting knowledge

People management

Communication skills

Critical analysis

Attention to detail

Education

ACA/ACCA qualification or equivalent

Job description

Overview

Department: Accounts
Employment Type: Permanent
Location: UK
Reporting To: Finance Director

Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.

We offer great benefits, including:

• a competitive salary
• full financial support and study leave for professional development
• health insurance for our people
• annual performance-based bonuses

The role

We’re looking for an enthusiastic accountant with people management experience who demonstrates our core values and wants to build a rewarding career.

This role is a permanent contract. The successful candidate will be responsible for supervising a small team of accountants and bookkeepers at various levels, overseeing workflow of the client accounting function and ensuring timely delivery of accurate financial statements in a cost-effective manner.

Responsibilities

• reviewing work prepared by the client accounting team to ensure it has been prepared to a high standard
• prioritising and supervising the workload of the client accounting team to ensure deadlines are effectively planned and met
• working proactively with the trust administration teams to ensure queries are cleared and financial statements are finalised in a timely manner
• assisting with the development of new policies and procedures to help improve operating efficiencies
• acting as the key liaison between the trust transformation team regarding advances in automation of bookkeeping and financial statement preparation across multiple Saffery Trust jurisdictions
• producing accurate and timely management information and ensuring agreed targets and key performance indicators are met
• reviewing and approving of team timesheets
• approving holidays and overseeing work scheduling and delegation
• conducting performance reviews and assisting with setting team objectives
• providing guidance, development, coaching and mentoring to the team
• preparing the annual client accounting team budget in conjunction with the Finance Director
• providing bookkeeping and financial statement review training to trust administration staff
• assisting the Finance Director with preparation of the internal annual financial statements

Qualifications

• sound technical knowledge and demonstrated technical ability within accounting, to include at least 1-2 years’ post qualification experience
• knowledge and experience of trust and company financial statements
• people management experience within a remote role
• successful attainment of ACA/ACCA qualification (or equivalent) along with meeting your CPD requirements
• very good written and verbal communication skills and the ability to converse with a diverse range of people along with the ability to develop and maintain effective internal and external relationships
• the ability to produce and/or review a range of documentation which may be of a moderately complex nature with high attention to detail and accuracy
• demonstrated critical analysis skills to enable review of existing processes and procedures, along with the ability to formulate ideas and concepts
• demonstrated ability to work to deadlines and project plans (some of which may involve mid-term planning) with minimal direction to ensure that objectives are achieved
• ability to consider and select the most appropriate solutions to a given situation while adopting a commercial approach so that consideration is given to an activity’s impact on the business and client service excellence
• management skills which demonstrate the ability to understand, inspire and develop others along with personal qualities of integrity, discretion and tact