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).