Kreston Reeves

Accountancy, business, and wealth advisory firm

Audit Assistant Manager/Manager Charities and Not for Profit

AuditingUpdated on Nov 15

Full-timeKent, UKNo salary listedHybrid

About the Job

Requirements

ACA or ACCA qualified.
Experience in the charities and not-for-profit sector.

Responsibilities

Own and develop a charity-specific client portfolio and associated contacts.
Plan, prioritize, and allocate client audit work to maintain effective team workflow.
Establish the scope and budget for each audit engagement and brief team members.
Agree audit work with clients and communicate likely fees before commencement.
Deliver audit work within the agreed budget and performance standards, with audited accounts prepared for review and sign-off.
Identify ways to improve audit efficiency.
Develop technical or sector expertise across the service line.
Monitor work progress and communicate with clients and internal stakeholders about key tasks and phases.
Manage work that exceeds the agreed client fee and agree an acceptable outcome with the client.
Prepare and send bills for audit work promptly.
Research and resolve issues for escalation on complex clients or higher-risk audit work.
Run workflow meetings to prioritize work, meet deadlines, and address work that is off track.
Manage, support, and develop a client portfolio, including complex matters and sector specialisms, to maximize client advocacy and fees.
Act as a key contact for nominated clients and coordinate their audit and other service requirements.
Respond to client and stakeholder correspondence within required deadlines and keep commitments.
Attend or lead audit review and close-down meetings for clients.
Proactively contact clients with relevant information or opportunities that may benefit them.
Maintain high levels of client service across the client base.
Facilitate support from other internal departments to enable cross-selling to audit clients.
Ensure client compliance administration is maintained, including anti-money laundering and know-your-customer reviews and engagement letters.
Understand team members’ capabilities and aspirations and support performance through coaching and mentoring.
Set audit-team objectives at the start of each audit and monitor individual and team performance against them.
Provide regular feedback on job-specific performance, recognizing good work and identifying learning needs.
Support senior managers and directors with recruitment of audit service-line staff at assistant manager level and below.
Oversee audit team members’ professional development.
Monitor team and individual key performance indicators against the audit service-line business plan.
Communicate performance at or above target and encourage recognition of success.
Encourage and implement remedial action when service-line performance is below target.
Build a network of intermediaries, generate client referrals, and convert prospects into new clients.
Support the audit team’s incremental fee target through networking, meetings, business pitches, webinars, and sector articles.
Build internal connections across the organization to secure support from other departments for client development.

We are looking for an Audit Assistant Manager/Manager with an interest and passion for the Charity and not for profit sector to continue with such a specialism or for someone that is looking to now specialise in the sector. As a charity and not for profit audit manager you will manage specific audit clients and workflow, providing a high quality client service experience, whilst making a difference to the sector. You will also be part of a team that adds value to its communities and ‘give back’ to society.

Scope/Reach & Key Relationships

Ownership of charity specific client portfolio/contacts for ongoing management and development
Partners and employees who are key stakeholders in audit work across the Service Line
Day to day audit team management responsibilities
Being a people manager where appropriate
Developing & building own network of intermediaries & prospects
Government bodies and external organisations such as HMRC and ICAEW

Principal Accountabilities:

Ensure the planning, prioritising and allocation of all relevant client audit work ensuring effective team workflow
Ensure establishment of scope and budget for each piece of client audit work under own control and ensure adequate briefing to team members
Ensure full agreement from client for audit work to be undertaken and communicate likely fees prior to commencement to maximise fee recovery
Ensure full implementation of all client audit work in line with agreed budget ensuring adherence to The KR Way standards of performance document, with completed audited accounts ready for R.I. review &sign off
To proactively look for ways to maximise audit efficiency
Develop working across the service line in a technical or sector role
Monitor work progress and ensure appropriate levels of communication with all clients and internal stakeholders on progress for each key task or phase
Ensure proactive management of instances where the ‘work performed’ exceeds the agreed client fee and ensure agreement of a mutually acceptable outcome
Ensure preparation of bills for own client audit work done and ensure they are sent to the client in a timely manner
Research and seeking to resolve issues for upward communication in more complex clients or higher risk aspects of audit work
Run regular workflow meetings to prioritise work and to ensure deadlines are met, maximum work on track & to tackle any off track

Client, Internal and External Organisational Contact

Manage, support, and develop a client portfolio, with increased technical or complex issues or sector specialisms, ensuring the maximising of client advocacy & fee levels from own portfolio
Act as a key point of contact for other nominated clients to manage all their Audit & other service requirements
Return phone calls and written correspondence to all of the above within required deadline and ensure promises are kept
Attend/lead Audit review and close down meetings for own clients as required
Proactively contact clients when items of interest or benefit to the client arise therefore adding value
Ensure overall provision for high levels of client service is in place across own client base
Provide appropriate access and support for other internal departments to own Audit clients so as to assist the cross selling of services into the Audit client base
Ensure client hygiene factors are in place, AML, KYC reviews, engagement letters, etc

Leadership, People Management and Development:

Be aware of individual team member capability & aspiration to ‘enable’ best performance of a team of direct reports through coaching & mentoring of audit team members
Set out the objectives for the audit team at the start of each audit
Monitor individual and team performance versus original objectives as set at the start of each audit and have an awareness of service line KPIs
Provide regular feedback to all audit team members on their performance on job specific standards, ensuring praise where due and highlighting of issues for team member learning
Provide support to Senior managers and Directors for internal & external recruitment of new Audit service line team members at assistant manager level and below
Oversee professional development of audit team members

Internal Financial Management & Business Planning:

Monitor performance of team and individuals’ KPIs in line with the Audit SL business plan
Where service line performance is at or above target, ensure this is communicated to own team and the celebration of success is encouraged
Where service line performance is below target, encourage and instigate remedial action and focus from self and team colleagues to rectify and improve short term performance

New Business Development

Continue to build own network of intermediaries, seek to generate referrals from own client base and convert prospects into new clients
Support the Audit team in delivering the required departmental incremental fee target via networking (internal & external), meeting attendance, business pitches, presenting at webinars & writing of articles for the sector
Develop suitably strong internal Kreston Reeves connections such that access and support are given by all other internal departments to their own client bases

Charities experience
ACA/ACCA qualified

About the Company

Kreston Reeves

Accountancy, business, and wealth advisory firm

Kreston Reeves provides accounting, business and wealth advice for businesses, not-for-profits, individuals and families. It offers tailored financial guidance, tax planning, and advisory services to help clients reach their goals. The firm emphasizes a personal, client‑focused approach and supports clients through change in a continually evolving world. As a Certified B Corporation, it meets standards for social and environmental performance, transparency and accountability. It operates from London and the South East as the hub for the AAB group, with global reach through Kreston Global, connecting with a network of over 30,000 professionals in more than 100 countries. Its goal is to guide clients to a brighter future by understanding their objectives and providing trusted support to realise their ambitions.

Company size: 501-1,000
Company stage: Not listed
Total funding: Not listed
Headquarters: London, United Kingdom
Founded: 1821

Recently Posted Jobs

Explore more opportunities at Kreston Reeves

See more jobs