Job Specification: Corporate Services Assistant Manager
Department: Corporate Services
Job Title: Assistant Manager
Reports To: Senior Management
Hours / Days: 9:00 AM – 5:30 PM (10:00 AM – 4:00 PM core hours), Monday – Friday, 37.5 hours
Job Summary:
Responsible for managing a portfolio of clients and providing timely, high-quality compliance services for a range of corporate clients.
Key Activities:

1. Audit & Accounting
   • Accountable for the timely provision of audit and accounting services, including corporate tax returns and special services for a client portfolio with annual fees exceeding £140,000.
   • Supervise and control the completion of audit assignments, including systems and controls, planning, and execution, which may involve attendance at client premises when required.
   • Review and finalise audit files for management review.
   • Conclude on all final points for review and ensure effective communication with clients.
   • Handle consolidations and other complex accounting processes.
   • Ensure compliance with company secretarial processes and advise clients on their responsibilities.
   • Prepare budgets for client work and manage budgets and compliance.
   • Issue invoices.
2. Specialisms
   • Actively participate in the Audit Working Group.
   • Self-manage continuing professional development (CPD) and stay updated on audit specialism.
3. Business Development & Client Management
   • Manage and develop client relationships through regular contact via phone, email, and meetings.
   • Identify opportunities for additional services and discuss them with senior management.
   • Participate in business development activities, including representing the firm at networking events.
   • Engage with marketing efforts to raise the profile of the business.
   • Display confident, accurate, and reliable accounting knowledge when interacting with clients.
   • Collaborate with senior staff to gain a comprehensive understanding of the business.
4. Staff Management
   • Mentor, supervise, and coach assigned staff while contributing to non-client work.
   • Delegate tasks effectively and assist in the recruitment and selection of staff.
   • Responsible for the training and development of direct reports, providing regular feedback.
   • Review the work of junior staff to ensure quality and compliance with professional standards.
   • Ensure timely implementation of management decisions regarding staff.
   • Maintain staff motivation and loyalty to minimise turnover.
   • Establish effective communication systems between management and staff to promote a positive team spirit.
   • Encourage continuous improvement and development through guidance and mentoring.
   • Conduct annual appraisals and quarterly reviews for all direct reports.
   • Actively manage direct reports regarding holidays, sickness, and day-to-day tasks.
   • Identify and recommend training needs for direct reports.
5. General Responsibilities
   • Undertake general administrative tasks.
   • Communicate effectively with colleagues to promote teamwork and develop internal relationships.
   • Participate in internal and external meetings as required.
   • Identify and pursue personal job-related training to meet CPD criteria.
   • Provide general and specific support to senior management as needed.
   • Undertake other reasonable tasks as assigned by management.
   • Demonstrate the ability to work under pressure and manage stressful situations effectively.
   • Exhibit excellent time management skills and an understanding of practical time management in professional contexts.
   • Attend and actively participate in management meetings as required.