CA Manager - Scotland - Permanent
You will be responsible for the quality, resourcing, structure, cost effectiveness and management of a section of the CA Community. The CA Manager will report directly to the Assurance and Tax CA Leader and Operations Senior Manager and will have a team of CAs and CA Team Leaders to manage.
You will manage Tax and Assurance Client Administrators across Scotland.
We are looking for individuals who are keen to make a difference and who can bring the following key skills to the role.
Who we are looking for
People Management - experience of managing and motivating groups of staff, in some cases dealing with complex team dynamics across multiple locations.
Thorough understanding of people policies and processes including recruitment, reward and an understanding of employment law, with specialist support provided by HC.
Resourcing - task allocations / workload management.
Reporting - producing metrics and analytics.
Strong business focus combined with a pragmatic and objective approach to problem-solving and the ability to multi-task.
Strong oral and written communication skills in order to consult and build strong, credible relationships with a broad range of senior stakeholders, with a proven ability to influence and effectively engage with Partners and senior leaders.
Ability to deal with both the operational aspects of the role and the longer term development of the services provided by the team taking into account changes in regulation, internal procedures and client team needs.
Make links between current issues and future trends facing BUs and the CA community and adapt service offerings to address wider firm and business needs.
Ability to identify opportunities for improvements in the services provided and proactively influence changes to the way they are delivered.
Understand and proactively anticipate client’s needs and concerns; respond promptly and effectively to client needs; customises services and solutions as appropriate
Proven ability to manage resources, services and solutions across local and national teams
Meet regularly with BULs, Partners and client engagement teams to review the effectiveness of the CA community and ensure that the business is efficiently and cost effectively supported with sufficient resource.
Advocate the services of the function to client facing staff and business unit management.
Identify and proactively lead initiatives to ensure administrative work is extracted from client facing staff and performed by client administrators.
Be a visible presence and support to the CAs and CA Team Leaders.
Consult with business leaders and senior stakeholders to gain understanding of strategy and business issues. Challenge assumptions, present ideas or solutions on best practice approach to problem resolution to develop and deliver the CA strategy to the BU.
Be an active member of the BU Operations team to help the BU leadership deliver and meet strategic goals and objectives.
Take a lead role in managing the relationships with BU Ops leaders (finance, resourcing, R&Q). Engaging on a regular basis and working collaboratively on key projects and targets, identify areas for efficiencies, process improvement and service enhancement.
Recruitment & Training
Recruitment of CAs, and CA Team Leads including reviewing CVs and interviewing.
Ensure that all CA staff are fully up to date with all relevant policies and procedures in order to be able to deliver outstanding client experience.
Have oversight of local CA Induction programme, identifying opportunities for further consistency and efficiency across the wider CA community.
Utilisation & Recovery of Time
Ensure that chargeable hours targets are established and met across all teams and that time is accurately charged according to the work performed.
Performance & Talent Management
Manage performance of all CA staff and CA team leaders within the team through a continuous process of planning, objective setting, coaching and assessment.
Ensure feedback is sought from client teams on the breadth and quality of service, with feedback being acted upon accordingly.
Ensure that CAs have clear objectives and meaningful performance reviews.
Manage the performance process for CAs incorporating performance against objectives and feedback.
Identify performance gaps and ensure that these are followed up effectively through the use of Performance Improvement Plans.
Wellbeing & Career Coaching
Identify health or other HC issues and work with local HC to resolve these.
Work with team members to understand career aspirations and work with both local teams and the central management team to identify opportunities for progression.
Contribution to Team
Be an active member of the central CA management team, be willing to share best practice, and be open to change.
Together with the rest of the team, regularly review CA work practices, suggesting innovative ways to improve efficiency.
Take a lead role on central projects.
Mentor and coach new CA Managers, sharing knowledge and experience to help their development.
Implement salary review for region/location to timetable and within budget.
Headcount, Mobility & Resourcing
Establish regular monitoring of headcount figures.
Work with the local Finance team to contribute to the annual budget setting process for the BU.
Manage resourcing of all CA staff by monitoring CA utilisation, allocations, overtime and sickness/holiday absence.
Anticipate business needs, pre-empting changes within the BU and flex resources accordingly.
Providing Value to the Business
Report key management information (eg finance results) to local leadership and wider CA Leadership team on monthly basis. Identifying trends, explaining variances and making suggestions for improvements.
Influence the business to embed sharing and learning behaviours and practices in team
Proactively drive change within the BU, leading and implementing new initiatives, influencing key stakeholders in the change process and getting buy-in from the local CA team.
Results driven, proactive, balance “analysis” with “doing”; sets high standards for self; commits to organisational goals.
Ability to lead and drive projects through to completion.
Self-motivated, able to work autonomously and as part of a team.
Enjoys working in a pressurised, ever changing environment.
Confidence in one’s own ability to successfully lead and manage a team.
Flexibility to travel within the UK is required. Occasional overnight stay may be necessary but likely to be limited. We do encourage flexible working both formal and informal and make every effort to ensure that our people achieve a good work/life balance