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Trainee Accountant to Senior: How to Progress in Practice (Quickly!)

​Throughout my career as a specialist recruiter in professional practice, I’ve had the privilege of working with many talented, ambitious accountants, and some have progressed faster than others. While every journey is unique, there are clear patterns in what helps people move from trainee roles into more senior finance jobs within professional practice. Drawing from this experience, I’ve put together a set of strategies any accountant can adopt to accelerate their career up the professional practice ladder. These tactics have proven to be highly effective for those aiming to achieve their professional goals efficiently and successfully. ​​Embrace Increasing Responsibility​As you begin your career in accountancy, the scope of your duties often starts with basic tasks such as data entry, reconciling accounts, and preparing reports. While these tasks are important for building a foundation, taking on more responsibility is key to developing the skills and experience needed for progression in practice.Start by volunteering for more complex tasks that stretch your skillset, such as handling larger client accounts, managing financial forecasting, or (if possible) participating in audits. These challenges will expose you to new aspects of accountancy and allow you to learn beyond the day-to-day duties. Another way to progress quickly is by taking on leadership roles within a team or department. Taking on the responsibility of overseeing junior staff, delegating tasks, and ensuring deadlines are met can significantly enhance your development and provide you with the invaluable ‘management experience’ which is essential for trainee accountants looking to advance to the next step in their professional practice careers. ​Continuous Learning and Self-Development​As you challenge yourself with new responsibilities, actively pursuing knowledge and development goes hand in hand with completing further qualifications. Traditionally, most accountants I work with are newly or nearly AAT qualified which is a fantastic accomplishment in itself but for those with aspirations of climbing the ladder the next step should be further studies. Qualifications such as the ACA, ACCA or CTA (depending on your chosen specialism) will allow you to strengthen your technical expertise. It’s worth mentioning here that a good training contract and mentor are invaluable for the next step in your journey and should be a big factor when deciding to look for a new role after completing your AAT. ​Finding a Mentor Another important aspect of progressing quickly in accountancy is developing relationships with more experienced colleagues, supervisors, and managers. By seeking mentorship from more experienced professionals, you can gain insights into how they managed their career progression. Also, they can guide you in taking on appropriate challenges and responsibilities and help you navigate the complexities of the profession. Many of the most successful finance professionals credit their career growth to strong mentorship relationships established early in their journey. ​Networking​Networking is one of the most underutilised tools for career progression in finance. While it might feel intimidating at first, networking allows you to connect with and learn from likeminded individuals, stay informed about trends in professional practice, and discover new opportunities. One of the primary reasons networking is important is that it helps build valuable relationships that can last your career. By connecting with colleagues, senior professionals, and other stakeholders, you gain access to a wealth of knowledge, insights, and opportunities that can propel your career forward. Ultimately, networking is not just about what you can gain but also about what you can offer to others. By fostering meaningful relationships, you contribute to a collaborative and supportive community that benefits everyone involved. Here at Sharp Consultancy, we host events across the year and have a long-standing relationship with various institutions and training groups including S&DCASS (Sheffield and District Chartered Accountants Student Society), LCASS (Leeds Chartered Accountants Students Society) and First Intuition to host events that bring studiers together from various firms throughout Yorkshire. It really is a brilliant first step in your networking journey. ​Whether you're just starting out or already on your way up, accelerating your career in professional practice comes down to a mix of mindset, opportunity, and action. By embracing responsibility, committing to continuous learning, building genuine relationships, and tapping into the right support networks, you’ll put yourself in the best possible position to thrive. If you’d like to explore how to take that next step—or just want to chat through your options—I’d love to hear from you. Let’s connect and start shaping your future together. Charlie Marper, Business Manager, charliemarper@sharpconsultancy.com – 0114 261 1700 ​Looking for your next career move in finance or accountancy? At Sharp Consultancy, our expertise lies in matching your potential with the perfect temporary, interim, or permanent position. With a well-established presence in Leeds and Sheffield, our seasoned team of consultants extends their services across Yorkshire and beyond. Don't wait for opportunity to knock, reach out to us TODAYand let's chart your career path together. ​

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HOW OWNER MANAGED BUSINESSES CAN GUARANTEE TO ATTRACT TOP TALENT

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Attracting top senior finance talent is a challenge faced regularly by every organisation and for SMEs and owner managed businesses, it is vital that they recognise and understand the particular nuances of the market place – and what they can do - in order to successfully secure the right individual that will make valuable contributions to their operations.

When making a move from professional practice – or when considering their next move in industry –– many candidates are attracted by the distinctive opportunity this career step offers them to play an influential role in shaping the direction of the business and utilise and develop their technical skills, knowledge, leadership qualities and management style to support an operation’s overall strategy.

There are however, some common pitfalls which small and medium sized enterprises find themselves coming up against; and whilst many niche operations are strong, well established performers within their specialist sectors, outside of their particular industry circles, their standing may be relatively unknown. Without an instantly recognisable brand that’s on a par with the major national and regional players, it is essential that every possible step is taken to ensure that the cream of the finance crop want to seize the opportunity to come on board.

Develop a clear – and realistic - job description

It is very much understood that within SMEs there will be a requirement for individuals – particularly at a senior level – to wear different hats and to undertake duties and responsibilities outside of their core job role. It is therefore not uncommon to find that the job performed by a finance manager at one operation will vary from that of their peers even within businesses of a similar size or within the same sector. Whilst there is the temptation for business owners to try and get as much bang for your buck, it is vital not to over stretch roles and expect one person to do too much. In order to attract the right calibre of individual, ensure that there is an attractive job description which demonstrates real clarity as to what the core function and requirements of the role will be.

Understand the aspirations of the business

Successful recruitment depends on a clear alignment between the aspirations and objectives of a business and how by contributing towards their achievement, employees can attain their own personal career goals. There must be a synergy between both, particularly if the progression path is not immediately obvious in terms of a traditional route for promotion. By developing and discussing as part of the recruitment process, sensible – yet inspirational and challenging – aspirations for the business, you will be able to identify those candidates that share similar goals and ambitions and are hungry to play their part.

Understand what the key priorities and objectives are for the role

Having a clear focus on the immediate priorities of the role will ensure that during the recruitment and interview process, the emphasis will be firmly upon identifying the candidates best placed to deliver and achieve against these. For example, if the main reason for bringing somebody on board will be to drive forward a certain short to medium term project that requires a particular skill set, the priority must be to assess which candidates can deliver this for the business. In doing so, it is important to be open minded to the possibility – and not consider it a failure - that they may not necessarily see this as being a job for life and, after two or three years when they have successfully delivered the function that they were primarily recruited to achieve, may choose to move on.

Build a strong social and online business media profile

The wealth of social and online media platforms provide continual opportunities for potential candidates to learn more and come into contact with a business way before they may even consider a role with the company. Whilst smaller organisations may not have a dedicated marketing department or the resources that larger corporate businesses have at their disposal, ensuring a proactive and positive presence across influential sites such as LinkedIn and Twitter and keeping a watchful eye on review sites such as Glassdoor is key to attracting high calibre candidates.

Consider the interview process

The interview process should be thorough and designed to challenge potential candidates however it is not necessarily the case that the ‘toughest’ interviews will see the best person rise to top. It is important to remember that an interview is very much a two-way process and it is as much about someone establishing if they wish to join the business as it is about identifying the right person for the role - at a senior level, candidates will want to know that there are opportunities available to bring value to the operation.

Ensure the interview process is engaging by carefully considering the style and format of the interviews and who is best placed to conduct these in order to establish the right person – and, whilst at this level it is essential that there is a strong rapport with the business owner, skills gaps that could affect a candidate’s ability to perform the role should not be overlooked because they are the most likeable.

Time is of the essence

Be sure to keep the recruitment process moving at a timely pace and don’t allow your preferred candidate to slip through your fingers; good, strong candidates will get snapped up quickly so ensure you don’t miss out by delaying making an offer whilst you wait to see if someone else will come along.

Be creative and flexible with salary and benefit packages

A competitive salary will always be important when looking to attract the top candidates but it is worth giving additional thought to the growing influence of softer benefits on a person’s decision when weighing up a job offer. Businesses that can be creative and tailor reward packages – such as offering the opportunity to buy additional holiday, provision of flexible working, discounted gym memberships – will be in a stronger position to attract the best candidates by introducing incentives that matter to them.

See the recruitment process as an investment

Making the wrong choice on who to employ can result in a significant cost to the business which will far outweigh any financial ‘saving’ made from not engaging a suitable recruitment partner from the outset. To increase the chances of longer term success, recruiting talented individuals must be seen as an investment worth making with true value attached to their ability to guide a business through and drive the process forward. Business owners must also take into account the cost of their own time – which will be taken away from running their business - which will need to be dedicated to each step of the process including perusing CVs, deciding which candidates to take forward to interview, analysing each person’s strengths and weaknesses, all of which can be hugely time consuming. Going it alone and utilising job boards will scratch the surface of who is looking at that particular point in time but this doesn’t allow for being able to reach into the market and access an established network of contacts to identify potentially ideal candidates that are not actively looking.

Sharp Consultancy specialises in the recruitment and executive search of finance and accountancy professionals. With offices in Leeds and Sheffield our highly experienced team of consultants recruit for temporary, interim and permanent roles across the full spectrum of positions throughout Yorkshire and beyond. CONTACT US today and speak to a member of our team about your recruitment needs or next career move.

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