Senior Accountant Positions Description - Polson Higgs
Senior Accountant Positions Description - Polson Higgs
Senior Accountant Positions Description - Polson Higgs
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Position <strong>Description</strong><br />
Job Title: <strong>Senior</strong> <strong>Accountant</strong><br />
Division: Business Services<br />
Reports to: Manager / Partner Date: August 2007<br />
1. Purpose of Position<br />
• To assist the Managers/Partners with the management of client assignments by<br />
effectively managing workflow to expected professional standards.<br />
• To assist the Managers/Partners to lead a team that is performance orientated<br />
and committed to achievement of strategic goals through effective performance<br />
management and staff development.<br />
• To prepare sets of accounts for client<br />
• Provide outstanding client relationship management and team leadership<br />
• Provide internal/external training at a intermediate and senior level<br />
• To maintain business relationships that will enhance the ongoing growth and<br />
stability of the firm.<br />
2. Position in Organisation<br />
Business Service Partners<br />
Associates<br />
Managers<br />
Assistant Managers<br />
<strong>Senior</strong> <strong>Accountant</strong><br />
3. Key Accountabilities / Responsibilities<br />
Client Responsibilities<br />
• Adopt a proactive stance to client service.<br />
• Demonstrate sound business and technical knowledge that is valuable to the<br />
client.<br />
• Assist in management aspects of a client’s affairs, at time being the person with<br />
responsibility for client contact.<br />
• Undertake special assignments for clients which may include the preparation of<br />
budgets, cashflows and management accounts.<br />
• Undertake the review function for business services assignments as required.<br />
<strong>Senior</strong> <strong>Accountant</strong> – Business Services<br />
Position <strong>Description</strong><br />
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• Develop strategies for resolving client problems.<br />
Professionalism<br />
• Remain technically up to date and abreast of any changes in legislation through<br />
active participation in training and self development.<br />
Relationship Management and Marketing<br />
• Able to socially interact at senior levels.<br />
• Involvement with professional bodies and community activities.<br />
• Participation in social activities.<br />
• Ensure commitments made to clients are responded to promptly and efficiently.<br />
Staff Management Responsibilities<br />
• Assistance with supervision of other team members and assisting in their<br />
professional development.<br />
4. Authorities Levels<br />
The position of Business Services <strong>Senior</strong> <strong>Accountant</strong> does not hold any authority to<br />
commit the firm to expenditure.<br />
5. Relationships<br />
External<br />
<strong>Polson</strong> <strong>Higgs</strong> clients<br />
Internal<br />
Partners and staff<br />
<strong>Senior</strong> <strong>Accountant</strong> – Business Services<br />
Position <strong>Description</strong><br />
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6. Personal Qualities, Qualifications and Experience<br />
Essential<br />
Desirable<br />
Qualifications • An appropriate<br />
tertiary qualification.<br />
• Chartered<br />
<strong>Accountant</strong>.<br />
Work<br />
Experience<br />
• At least three to four years<br />
chartered accounting /<br />
commercial accounting<br />
experience.<br />
Personal<br />
Qualities<br />
• Ability to interact within a team<br />
environment and the ability to<br />
assist in the development of team<br />
members.<br />
• Be committed to demonstrating<br />
high professional standards.<br />
Professional /<br />
Technical<br />
Skills<br />
• Ensures all quality standards are<br />
met when completing individual<br />
assignments.<br />
• Demonstrates a breadth and<br />
depth of technical knowledge and<br />
the ability to apply this to<br />
individual client situations.<br />
• Ability to identify business and<br />
taxation issues arising and their<br />
implications research them and<br />
consult with others before<br />
referring to Partner/Manager with<br />
proposed solution.<br />
• Keeps up to date with latest<br />
accounting and regulatory<br />
developments and identifies how<br />
they will affect own clients.<br />
• The ability to prepare quality<br />
correspondence and reports for<br />
review by Partner / Manager.<br />
<strong>Senior</strong> <strong>Accountant</strong> – Business Services<br />
Position <strong>Description</strong><br />
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Essential<br />
Desirable<br />
• Understands and uses<br />
appropriate technology to<br />
enhance the quality and<br />
effectiveness of assignments<br />
completed.<br />
• Competence in all software<br />
applications used by the division.<br />
Client Care<br />
Skills<br />
• Develops and maintains close,<br />
positive relationships with our<br />
clients.<br />
• Demonstrate a high level of<br />
competency in all aspects of<br />
communication with clients.<br />
Management<br />
of Projects /<br />
Assignments<br />
• Responsible for allocation and<br />
review of staff’s work.<br />
• Ability to plan, manage and<br />
complete client assignments in<br />
consultation with a Partner clears<br />
jobs directly with a Partner.<br />
• Liaises with other divisions where<br />
necessary.<br />
• Ensures Managers/Partner is<br />
kept informed of progress on<br />
client assignments.<br />
• Suggests ideas for the<br />
improvement of processing of<br />
assignments.<br />
Relationship<br />
Marketing<br />
• Understands client’s needs and<br />
takes the initiative to extend the<br />
firm’s services, including those, of<br />
other divisions with the client.<br />
• Actively seeks to identify/develop<br />
opportunities for assisting the<br />
client.<br />
• Understands and maintains an up<br />
to date knowledge of the firm’s<br />
range of services, builds<br />
relationships with other divisions<br />
and refers work where possible.<br />
<strong>Senior</strong> <strong>Accountant</strong> – Business Services<br />
Position <strong>Description</strong><br />
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Essential<br />
Desirable<br />
Business<br />
Management<br />
• Assists in monitoring overall<br />
financial performance of the team<br />
and takes action to ensure goals<br />
are achieved.<br />
• Deputises for Partner/Manager in<br />
his/her absence.<br />
• Assists in specific tasks such as<br />
planning exercises, training<br />
courses and on the job training.<br />
<strong>Senior</strong> <strong>Accountant</strong> – Business Services<br />
Position <strong>Description</strong><br />
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