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Finance SAR Compliance Officer

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TLT LLP

Jan 10

Applications are closed

  • Job
    Full-time
    Mid & Senior Level
  • Legal
    Accounting & Tax
  • Bristol

Requirements

  • Have previous experience of working within a busy finance department
  • A strong understanding of the SRA Accounts rules
  • Stakeholder Management experience to senior managers / partners
  • Be able to demonstrate continuous process improvement
  • Be competent in all Microsoft office applications, particularly excel
  • Have strong communication skills
  • Be able to think laterally to solve problems within a growing firm
  • Previous experience of working with Solicitors Own Software (SOS) advantageous

Responsibilities

  • Assist with the firms yearly SRA audit for the LLP & NI branches
  • Act as a SRAAR knowledge expert within the team
  • Active matter management throughout the business
  • Up date and review the firm’s breaches register and report to the firms COLP / COFA / Financial controller and Head of Operational Finance on a monthly basis
  • Proactively review and clear the firm’s residual balances
  • Review residuals less than £500, ensure the firms residual balances checklist is complete and correct and make payments to charities where appropriate
  • Apply to the SRA for authority to release for any residual funds over £500
  • Assist with preparing details for the firm’s fee earners financial balanced score cards
  • Work with the financial and legal teams to ensure financial policies and procedures are implemented and appropriate financial controls are in place and adhered to
  • Establishing an agile customer first culture of continuous improvement
  • Review processes for efficiency, recommend and execute improvements
  • Develop and maintain tracking and reporting systems to report on residual balances
  • Ad hoc projects as required

FAQs

What is the main responsibility of the Finance SAR Compliance Officer?

The main responsibility is to assist with the firm’s yearly SRA audit, manage active matters, and ensure compliance with SRA Accounts rules while supporting various finance processes.

What previous experience is preferred for this role?

Previous experience within a busy finance department and a strong understanding of SRA Accounts rules is preferred.

What software knowledge is beneficial for this position?

Previous experience working with Solicitors Own Software (SOS) is advantageous.

Is stakeholder management experience required?

Yes, stakeholder management experience with senior managers or partners is required.

Are there opportunities for process improvement in this role?

Yes, candidates should be able to demonstrate continuous process improvement within the financial operations.

What type of working culture does TLT promote?

TLT promotes an open and collaborative culture that encourages everyone to be their whole self and contribute to the team.

What benefits does TLT offer?

TLT offers a competitive salary with an annual pay review, 25 days of holiday (increasing to 30 days based on length of service), private medical insurance, and an extensive range of benefits via a flexible benefits scheme.

Is there a commitment to diversity and inclusion at TLT?

Yes, TLT is committed to creating a diverse and inclusive working environment and encourages applications from all suitably qualified people.

How does TLT approach work-life balance?

TLT has a progressive fully flexible working approach that emphasizes hybrid working and supports the work-life balance of its people.

What is the application process for individuals requiring reasonable adjustments?

Candidates who require reasonable adjustments during the recruitment process can contact the recruitment team at Recruitment.Operations@TLT.com for assistance.

For what comes next. UK Law Firm of the Year 2022

Law
Industry
1001-5000
Employees
2000
Founded Year

Mission & Purpose

We’re your business advisers as well as your lawyers, working in step with you to protect your interests today and progress your ambitions for tomorrow. With local, national and international reach, we draw on our diverse expertise to find solutions and look forward to create new opportunities. In an unpredictable world, your business adapts and evolves to succeed, and so do we. Bringing together our expertise with efficient processes and integrated technology, we’ll anticipate change to keep you ahead of your challenges. Our approach is for the long term, in our relationships and in the sustainability of our actions, and we’ll work with you to put people and planet at the forefront. Your success is our responsibility. No half measures, part of your team and with you every step of the way. Winners of UK Law Firm of the Year, British Legal Awards 2022.

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