HOW TO CHOOSE YOUR REFERENCES

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 ResponsibilityAs 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-DevelopmentAs 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. NetworkingNetworking 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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Choosing who to put forward to provide you with a reference is a key part of the job application process; after all your hard work in securing your dream role, you don’t want your efforts to be in vain with a poorly selected referee.

What is a reference?

References act as a third party endorsement – a seal of approval – that you are who you say you are and that you have performed the roles outlined on your CV. They are a beneficial way for potential employers to confirm that they have made the right choice in selecting you as their preferred candidate.

What information will be provided about you?

There are specific details that your current or previous employer can provide when giving a reference; length of employment, job title/role, brief outline of responsibility, overall performance, attendance record and reason for leaving. They can also state whether or not you would be someone that they would look to rehire in the future.

An employer is not obliged to provide a full reference – they may opt to simply provide a factual reference – however if they do, they must ensure that it is fair and accurate.

How many references do I need to provide?

It is normal practice to provide a minimum of two individuals, one of which should be your current or most recent employer. It is not always necessary to detail these on your application – ‘references available on request’ will usually suffice – however if you are required to provide names, there will most likely be an option to indicate that you would only like your referees to be contacted once an offer of employment has been made.

Do I need to put forward my line manager?

Not necessarily, but do select someone who will be able to talk positively about all aspects of your work. This could be your department manager, team leader or company director. It is important to ensure that whomever you wish to put forward, you have spoken to them in advance so they can give their consent and are prepared for request when it comes.

What information will my potential employer require?

When putting forward a person to provide a reference, you will need to supply their full name, their job role (and potentially outline how this relates to your current role) and an up-to-date email address and contact telephone number. Double check what the policy is at your current workplace in case there are specific procedures which need to be followed to obtain references.

I’m not sure who to suggest as my second referee – what should I be looking for?

Most importantly, who you put forward should be someone that you have a good working relationship with – this could be a former employer or colleague, a client or business associate, am customer or possibly a tutor or lecturer if you have recently completed a training or education course. Make sure that whoever you select is someone that you know primarily in a work capacity – not a friend or family member – and that they are familiar with your career progression to date.

And finally...

As well as asking people in advance if they are prepared to provide a reference, make sure you follow up any requests by thanking them for their time and letting them know when you have been successful in securing a new role – you never know when you could be calling upon them again!

Sharp Consultancy specialises in the recruitment 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 next career move.