Outsourcing Assistant Manager

Jun 10, 2022

Arram Berlyn Gardner (ABG) are multi-award winning Chartered Accountants, Registered Auditors and Tax Advisers located in London EC1 with a special interest in Owner Managers and their businesses. Founded in 1966, we provide a client-focused range of professional services for international companies/groups, growing SMEs, business owners, entrepreneurs and private individuals.  

ABG’s team has specialist Audit and Tax knowledge as well as a wealth of practical experience in a wide range of sectors especially property, tech, travel and entertainment.  

In March 2022, we joined forces with Jeffreys Henry, another award-winning accounting firm based in London and backed by private equity investors, Tenzing. Tenzing’s backing of our combined firms has allowed for considerable investment and growth in the business.  

Purpose of the role 

To manage a diverse portfolio of clients and take responsibility for ensuring informative, accurate, well  presented management accounts, VAT returns and other client deliverables are delivered in a timely and methodical manner. 

 Requirements  

Portfolio Management 

  • To manage client portfolio, with support, and developing excellent relationships with the client as their primary contact on a day to day basis 
  • Accurate timetabling of jobs 
  • Take responsibility for delivery of higher profile/complex management accounts assignments 
  • Review/Preparation of consolidated management accounts, where necessary 
  • Reviewing working paper files prepared by direct reports on smaller engagements 
  • Provide commentary to accompany management accounts, demonstrating a deep understanding of the clients business and identifying key trends, relationships and concerns 
  • Respond to any reporting queries on the management accounts and financial data dealing with client queries via email, telephone or in person 
  • Liaison with OFA payroll team 
  • Correspondence with HM Revenue and Customs including VAT registrations, VAT de-registrations. 
  • Preparation and review of VAT returns, Intrastat returns and EC Sales lists 

 Team Management 

  • To manage, mentor and motivate all direct reports ensuring that constructive feedback is provided from assignment reports and performance management reviews to ensure that individuals and the firm continues to develop and deliver a high quality service 
  • Set high standards and monitor the activities of the team to ensure all engagements are delivered on time and documented to high standards 
  • Close supervision of staff including performance management 
  • Involvement in the ongoing training of the OFA Team 

Client Relationships 

  • Correspondence with clients including chasing records, dealing with client queries, dealing with accounts queries ensuring that at all times clients are informed of progress 
  • Complying with clients’ timetable 
  • Regular liaising with clients on their affairs 
  • Ensuring engagement budgets are in place and up to date 
  • Billing and Debtor Management of clients 

 Ensure compliance with all relevant policies and legislation 

  • Ensure the firm’s Anti-Money Laundering policies and procedures are adhered to at all times 
  • Ensure the firm’s Anti-Bribery policies and procedures are adhered to at all times 
  • Ensure all client data or data that can identify a specific individual is processed, stored and retained in compliance with firm policy and GDPR legislation 
  • Ensure you do not engage in any activity or practice which would constitute an offence under a UK tax evasion facilitation offence under section 45(1) of the Criminal Finances Act 2017; or a foreign tax evasion facilitation offence under section 46(1) of the Criminal Finances Act 2017 a foreign tax evasion facilitation offence under section 46(1) of the Criminal Finances Act 2017 
  • Ensure full compliance and adherence to all policies and procedures as detailed in the firm’s staff handbook 

 Adhoc Responsibilities 

  • Ad hoc client work including overseeing accounting system transitions, client training, incomplete record assignments. Involvement in internal projects to advance the effectiveness and efficiency of the department. 

 Skills & Knowledge 

  • Communication & Team Skills 
  • Technical skills 
  • Professionalism and client focus 
  • Adaptability, Initiative and Openness to Change 
  • Organisation and Result Delivery 
  • Problem Solving and Analysis 
  • Leadership 
  • Managing People and Performance 

Benefits  

  • Uniquely, our people have a direct stake in our success through employee share ownership (launching 2022)
  • We offer hybrid working + formalised flexible working options. 
  • Generous annual leave depending on the level of the role, plus bank holidays. 
  • Health cash plan – offering cash-back on your day-to-day personal health costs, such as dental, optical, physiotherapy, chiropody, scans, prescriptions and some alternative therapies. 
  • 5% matched contribution Pension, with optional salary sacrifice. 
  • Critical Illness cover – providing a lump sum pay-out in the event of a diagnosis of a specified condition whilst in service. 
  • Death in Service cover – 3x annual salary 
  • Charity Matching – up to £500 per year will be matched for any funds raised by you for a challenge, or through any regular payroll giving you choose to donate. 
  • Long Service Awards – 1x weeks extra pay for each year of service after your 7th anniversary + gifts each 5 milestone years after 10 years’ service. 
  • Client referral bonuses, and commissions are available. 
  • Cycle to Work Scheme 
  • Interest-free Season Ticket Loans 
  • Employee Assistance Provider – a 24/7 free confidential advice, support and counselling service for you, your partner and dependents over 16. 

Apply for this role here 

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