Charities Audit Manager – London

Role Overview

  • A Manager will have responsibility for a full portfolio of general practice clients and will take full responsibility for client requirements, requiring little Partner involvement beyond final review. They will be fully responsible for WIP control, billing procedures and debtor control and will take full responsibility for the effective production of work within the team, including mentoring, conducting team meetings and team appraisals.  They will be commercial and proactive in fee development and regularly attend networking and BD events/functions.


Principle Responsibilities:                                                                                                     


  • Present for partner or director review, complete files to a high standard in accordance with PB requirements (or specialist equivalent), needing final Partner review only.
  • Meeting clients to pitch and tender for new work and putting together associated documents
  • Effectively control own portfolio including everything from workforce planning, management of WIP and billing
  • Build and further develop client relationships with existing and new clients
  • Business development – attend new client meetings, networking events and PB marketing events
  • Display a strong commercial awareness in fee development and cross-sold speciality services
  • Effectively provide tax compliance within portfolio and tax planning advice to clients.
  • Proactively identify opportunities to add value and refers clients to PB specialists.
  • Display pro-active awareness of current relevant legislation, compliance standards and potential advantages, relating them to client situations Demonstrate a clear understanding of assignment plan, instructions and time budgets before assignment begins and brief team members accordingly.
  • Raise high quality business correspondence including technically demanding reports, business plans etc. whilst demonstrating a value for money service to clients.
  • Focus on effective work for good clients and queries additional work for un-commercial clients with relevant Partners.
  • Take role as main point of contact for compliance queries from clients within own portfolio.
  • Quote and estimate fees within your level of authority
  • Handle scope creep properly
  • Answer queries from clients and credit control quickly in accordance with our internal procedures


  • Effectively delegate work to, and mentor, the team, including planning, instruction and review of work, and giving constructive feedback through job appraisals.
  • Provide feedback to junior and senior team members of quality of work/performance
  • Manage the team including monitoring work in progress and compliant work standards.
  • Motivate and mentor the team by effective communication, constructive work assignment feedback and effective job appraisal.


Person Specification:

Work based competencies:

  • ACA/ACCA Fully Qualified with 3+ years post qualification experience
  • Up to date knowledge of direct and indirect taxes
  • Strong time management skills – able to multi task and think ahead
  • Previous management experience
  • Commercial and proactive approach to client development

Behavioural competencies:

  • Confident, articulate and an effective communicator at all levels
  • Well presented and professional
  • Good IT skills
  • Communicator: knowledgeable and assertive communicator commanding clients’ and colleagues’ respect.
  • Organiser: think ahead, effective planner but also responsive and willing to go the extra mile under extenuating circumstances for the benefit of the team.
  • Leadership in mentoring team members
  • Patience in training colleagues


Training & Development:

  • CPD programme for fully qualified candidates including compliance and broader technical skills training
  • Performance reviews every twelve months
  • Access to a coach or mentor
  • Access to the Step Ahead soft skills development programme


Benefits Package:

  • Hybrid working – home working and flexible hours available
  • 25 days Holiday depending on level of qualification (ability to purchase up to 5 extra days annually under our flexible benefits scheme)
  • 4x Salary Life Assurance
  • All employee share scheme
  • Contributory Pension Scheme
  • Retail Discounts as part of UK 200 Group
  • Ongoing CPD
  • Local CSR programmes
  • Employee referral scheme


Other Information:

  • Core business hours 37.5 hours per week, Monday to Friday (9:00am – 5:30pm)
  • Travel may be required across the region to be at clients’ premises for our normal business hours
  • Systems: Microsoft, Caseware, Digita, Practice Engine, Sage, Xero

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