Smith & Williamson
For over a century, Smith & Williamson has provided tailored financial and professional services to private clients and their business interests.
Today, the firm is one of the largest independently owned investment managers in the UK in addition to being the country’s eighth largest accounting firm.
Its 1,900 staff serve clients including individuals, families, entrepreneurs, charities, trustees, professional advisers and businesses from 12 offices in the UK, Ireland and Jersey.
Our Bristol office (formerly Solomon Hare) comprises 34 partners and directors and around 140 staff working from offices in the heart of the city.
We focus primarily on mid-corporates, owner-managed businesses, private clients and professionals, and provide robust, open and honest support.
Our skill is to link our many service offerings to provide joined up' thinking, delivered in an approachable and pragmatic way with a high degree of partner involvement
Assurance & Business Services
We provide a range of assurance and business services to a diverse client base ranging from small businesses and startups to substantial international groups.
Our client portfolio includes businesses from a variety of different industry sectors, both private and publicly listed businesses including London Stock Exchange and AIM.
Purpose of role :
To plan, perform and complete the audit process for each assignment.
Key responsibilities :
Regular discussions with the client to confirm progress, identify solutions to any hurdles and ensure reasonable expectations are met.
Establish relationship with key contacts at the client.
Identify and highlight any opportunities for S&W apparent from work undertaken.
Assist and perform training of junior staff.
Plan, assign, monitor and review work of junior staff.
Complete assessment forms of audit team.
Monitor adherence to budget.
Assist with the planning of audits and accounting assignments.
Perform work in accordance with S&W audit and assignment procedures.
Ensure all areas of the work are completed with any exceptions to this being agreed with the manager.
Prepare draft accounts / report and completion memo (including identification of control weaknesses or areas of improvement) for review by manager.
Understand and appreciate key commercial aspects of the clients business.
Provide regular progress reports to the manager.
Identify and discuss with manager issues / problems and agree and complete appropriate actions.
Ensure deadlines met.
Be able to work on several different assignments at one time.
Attendance on courses.
Attend client meetings
Key Competencies :
Judgement : be able to take a situation and reach a suitable conclusion based on information available.
Planning and organising : needed throughout process to ensure deadlines met.
Customer focus : develop relationship and gain confidence of client.
Commercial awareness : awareness of the key business drivers and the commercial pressures affecting the client.
Teamwork : ability to optimise the team’s performance and fulfil the needs of each team member in terms of personal and professional development.
Technical expertise : technical competency.
Education / Qualifications :
ACA / ACCA qualified or equivalent
Key Experience / Skills :
Demonstrable audit and accounts experience gained within a professional services firm.
Strong communication skills, both internally and directly with clients.
Demonstrable experience of supervising others and delegation of work.
Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.