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Assistant Client Accounting Manager

Supervise and review client accounting work to ensure high standards and timely delivery
Liverpool, England, United Kingdom
Mid-Level
2 days ago
Saffery Trust

Saffery Trust

A global provider of trust, fiduciary, fund, and family office services to individuals, families, and corporate clients.

2 Similar Jobs at Saffery Trust

Assistant Client Accounting Manager

Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.

Established in Guernsey in 1977, we are one of the largest independent private client firms in the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including:

  • a competitive salary
  • flexible working and dress for your day policies
  • full financial support and study leave for professional development
  • top-level health insurance for our people
  • annual performance-based bonuses
  • e-bikes free for staff use and opportunities to take part in green initiatives
  • regular sports and social events as well as opportunities to support local charities

The role:

We're looking for an enthusiastic accountant with people management experience who demonstrates our core values and wants to build a rewarding career.

This role is a permanent contract. The successful candidate will be responsible for supervising a small team of accountants and bookkeepers at various levels, overseeing workflow of the client accounting function and ensuring timely delivery of accurate financial statements in a cost-effective manner.

The responsibilities

You'll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including:

  • reviewing work prepared by the client accounting team to ensure it has been prepared to a high standard
  • prioritising and supervising the workload of the client accounting team to ensure deadlines are effectively planned and met
  • working proactively with the trust administration teams to ensure queries are cleared and financial statements are finalised in a timely manner
  • assisting with the development of new policies and procedures to help improve operating efficiencies
  • acting as the key liaison between the trust transformation team regarding advances in automation of bookkeeping and financial statement preparation across multiple Saffery Trust jurisdictions
  • producing accurate and timely management information and ensuring agreed targets and key performance indicators are met
  • reviewing and approving of team timesheets
  • approving holidays and overseeing work scheduling and delegation
  • conducting performance reviews and assisting with setting team objectives
  • providing guidance, development, coaching and mentoring to the team
  • preparing the annual client accounting team budget in conjunction with the Finance Director
  • providing bookkeeping and financial statement review training to trust administration staff
  • assisting the Finance Director with preparation of the internal annual financial statements

You

Sound technical knowledge and demonstrated technical ability within accounting, to include at least 1-2 years' post qualification experience. Knowledge and experience of trust and company financial statements. Successful attainment of ACA/ACCA qualification (or equivalent) along with meeting your CPD requirements. Very good written and verbal communication skills and the ability to converse with a diverse range of people along with the ability to develop and maintain effective internal and external relationships. The ability to produce and/or review a range of documentation which may be of a moderately complex nature with high attention to detail and accuracy. Demonstrated critical analysis skills to enable review of existing processes and procedures, along with the ability to formulate ideas and concepts. Demonstrated ability to work to deadlines and project plans (some of which may involve mid-term planning) with minimal direction to ensure that objectives are achieved. Ability to consider and select the most appropriate solutions to a given situation while adopting a commercial approach so that consideration is given to an activity's impact on the business and client service excellence. Management skills which demonstrate the ability to understand, inspire and develop others along with personal qualities of integrity, discretion and tact.

About Saffery Trust

We are a director-led firm of individually expert, collectively exceptional people with a number of international offices. We continually seek to evolve and enhance our service offering, positioning ourselves as one of the leading trust companies. Excellence is at the core of everything that we do.

We recognise that our people are our most valuable assets, and we pride ourselves on fostering an environment where everyone is seen, heard, and respected. We are committed to the personal and professional development of our people, and we support and promote good mental, physical, social, and financial well-being, with year-round initiatives and opportunities.

Equality, diversity, and inclusion are part of our culture and represent an ongoing commitment to ensuring we deliver excellence for our people and that everyone belongs. We are united by our core values of excellence, integrity, enthusiasm, and collegiality, and our people are never just a number, we are a team - Saffery Trust is where Potential meets Personal.

Ready to find out how far you could go with Saffery Trust? For more information, get in touch with our friendly People & Culture team at peopleandcultureteam@saffery.gg.

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Assistant Client Accounting Manager
Liverpool, England, United Kingdom
Customer Success
About Saffery Trust
A global provider of trust, fiduciary, fund, and family office services to individuals, families, and corporate clients.