Seeking Shared Services Manager to lead accounting teams delivering high-volume private client financial services.
14th January, 2026
Role Overview
Delivery of accountancy services to a very large portfolio of private client structures/entities for a single client. Services include a range of activities including traditional accounting services such as reconciliation, bookkeeping, trial balance preparation, financial statement preparation, financial statement review as well as some additional services such as bank statement sourcing, valuation input, monthly valuation generation. The team uses technology to automate some bookkeeping activities, so oversight/reconciliation of automated activities is also undertaken on the team. This is a large volume client and timely delivery, and a high standard of service is required.
Purpose of Job
Responsible for the management of the team to ensure delivery of the relevant services. To provide day to day management of the team, including coaching, workload prioritisation and review of work performed.
Main responsibilities and Duties
Take full ownership of allocated team/work - demonstrate full understanding of the responsibilities of the team and where/how these fit into the overall process.
Review of information in key systems, this could include transactions, valuations, bookkeeping, or accounting records to ensure accuracy of work completed.
Review of financial statements, which will include a full bookkeeping review.
Preparation of Trial Balance and financial statements for more complex entities within prescribed timeline.
Ensure the management and delivery of services of appropriate quality in line with the agreed delivery timelines.
Review work performed by the team to ensure quality is maintained.
Where required, provide coaching / support / additional training to team members to ensure they deliver work of appropriate quality on a timely basis.
Escalate any issues with quality, delivery or required support on a timely basis.
Ensure full awareness of, and compliance with, all operational guidelines/polices/procedures/controls and to ensure the team do the same.
Attend and actively participate in client calls/meetings when required, prepare relevant meeting material, where requested.
Daily completion and review of time sheet, per guidelines provided.
Adhere to JTC core values and expected behaviours.
Essential Requirements
Good attention to detail.
Strong analytical skills.
Good numeracy.
Good IT skills - working experience of Excel is essential.
Preferable to be qualified, must be at least partially qualified with relevant experience (+5 years).