Key Achievements:

• Led audit and accounts engagements for multiple clients, reducing reporting time by 25%.

• Identified accounting errors and control weaknesses, recovering £40,000 / $50,000 in client funds.

• Streamlined audit documentation and reporting templates, saving 15–20 hours per engagement.

• Successfully mentored junior staff, improving team efficiency and client service standards.

• Implemented process improvements that enhanced client compliance and reduced risk exposure.

Duties & Responsibilities:

• Lead audits and accounts preparation for clients in accordance with UK GAAP, IFRS, and US GAAP where applicable.

• Supervise and mentor junior audit and accounts staff, providing guidance and training.

• Plan, execute, and review audit procedures to ensure accuracy, compliance, and quality.

• Prepare and review client financial statements, trial balances, and supporting schedules.

• Identify accounting and control issues, provide recommendations, and communicate findings to clients.

• Conduct client meetings to discuss audit progress, findings, and financial reporting.

• Review and reconcile client ledgers, including income, expenditure, and balance sheet accounts.

• Ensure compliance with statutory and regulatory requirements for client accounts.

• Support the preparation of VAT, payroll, and other statutory filings for clients.

• Prepare audit working papers, schedules, and documentation to support audit conclusions.

• Liaise with client management regarding account queries and reconciliations.

• Assist in the preparation of management accounts and internal client reporting.

• Contribute to risk assessment and evaluation of internal controls during audits.

• Identify opportunities for client process improvements and efficiency gains.

• Coordinate with other teams, including tax and advisory, to deliver comprehensive client services.

• Ensure adherence to professional, ethical, and regulatory standards.

• Participate in practice-wide process improvement initiatives.

• Track and manage engagement timelines, deliverables, and budgets.

• Support business development initiatives by providing insights during client meetings.

• Maintain up-to-date technical knowledge and participate in continuous professional development (CPD).