Moore Stephens

#### Role purpose: To provide assistance to the Data Management Team in the maintenance and integrity of the various database.  To assist in ensuring that timely and accurate reports can be obtained from the database for Board and Management information purposes, National Risk Assessments, FATCA/Common Reporting Standard reporting and other ad-hoc requirements.  To provide support to ensure that the National Risk Assessment returns are submitted accurately and on time. To provide support to ensure that the FATCA/CRS returns are submitted accurately and on time. To provide assistance to the Compliance Team in demonstrating and maintaining an effective compliance culture across the range of regulated services,

#### Role purpose: To be responsible for the management of a portfolio of clients together with all aspects of service delivery in consultation with the Directors and senior management of Audit and Assurance. And where required, to act as the Audit Senior in certain engagements undertaking audits of financial statements or other assurance work. #### Core responsibilities: **People Management ** - To be responsible for managing a team of Audit Senior and Auditors and communicating with the Directors of Audit and Assurance and/or the Audit Manager. - To coach, develop and train all staff members working within the team, including contribution to the performance reviews and

#### Role purpose: To principally act as Company Secretary for Moore Stephens Audit and Assurance (Guernsey) Limited, Moore Stephens Audit and Assurance (Jersey) Limited and Moore Stephens Accounting and Taxation Services (Jersey) Limited liaising with and supporting the Boards. To provide ad-hoc administrative duties where required. #### Core responsibilities: - Schedule quarterly board meetings with Board members so dates are locked in for the year in advance. - Communicate with board and committee members ahead of meetings to ascertain whether items are to be included in the main agenda or as part of any other business. Consider whether the matters are right for the

#### Role purpose: To provide bookkeeping and payroll services to a mixed portfolio of local and international clients. #### Core responsibilities: - To bookkeep for clients on Xero and Quickbooks Online. - To run client payroll with monthly CER (Combined Employer Returns) submissions. - To assist in preparing quarterly GST returns from client information. - To complete take on procedures (engagement letters, setup of Xero, etc). - To create and maintain client records in the database and practice management system. - To manage own client base and self-prioritise workload to ensure deadlines are met. - To communicate with clients to resolve queries in a timely manner and ensure that

#### Role purpose: Manage a team providing comprehensive Private Client Services for our international client base, and undertaking business development/marketing opportunities as required. #### Core responsibilities: - Ensure the team administers their client portfolios to a high standard in accordance with the Office Procedures Manual and that all work is undertaken/completed in a timely manner. - Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors. - Identify any training needs for the team and, in the absence of a Senior Administrator and/or Assistant Manager, provide day-to-day training to Administrators and Assistant Administrators; to build up their confidence and knowledge of