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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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TURN UP THE HEAT

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Summer is fast approaching and whilst long, hot sunny days may still seem some way off, the coming months can present employers with some seasonally related staff scenarios to handle. We take a look at a few of the most common situations employers are likely to face as the temperatures (hopefully) rise.

Handling holiday requests

Check your holiday policy – or if you don’t have one in place now is a good time to adopt one – and make sure that all staff are aware of the procedure for requesting and authorising time off. Certain times of the year are more popular for holiday requests – particularly if employees need to fall in line with school holiday times – so make sure that you adopt a fair and consistent approach. Also consider if you will need any additional seasonal staff to cover holidays or peak business periods and start the recruitment process early.

Late return from holiday

There can be a number of reasons why an employee may not to return to work after a holiday; some of these may be outside of their control due to illness or transport delays. And whilst foreign travel is currently prohibited announcements are expected in the coming weeks. As witnessed last year, the situation can be very fast moving, and if travel abroad is allowed, there is the possibility of added considerations surrounding quarantine measures upon return. Ensure that all staff are made aware of what they should do if they find themselves unable to return to work following a holiday.

The heat is on...

When the sun is rising, places of work can become hot and stuffy – and whilst there is no maximum temperature stated, it is important to ensure that the conditions are ‘reasonable’. This can vary for different workplaces and the work that employees are being asked to carry out. As well as added ventilation measures in line with COVID-19 recommendations, take steps to monitor the temperature throughout the day and consider whether air conditioning systems or fans etc will be beneficial.

Dress for success...

Employers may adopt a more relaxed dress code during the warmer months however staff should still dress appropriately for the role that they perform. Customer facing roles may still require employees to uphold particular standards at times – such as wearing a tie – and employers should be clear on situations when it may be possible for these to be relaxed. Consideration must also be given to protective clothing which is required for health and safety purposes. For those employees working from home, a more relaxed approach is possible however, be sure to reiterate expectations for meetings and video calls which are being conducted remotely.

‘Long’ weekends

As well as an increased number of requests for annual leave, May sees two bank holiday weekends and many employers also find that the summer months can lead to a spate of last-minute or even unauthorised days off as employees want to take advantage of the nice weather. Employers need to monitor absenteeism and ensure that the reasons for not coming to work are indeed genuine. Ensure that you have in place a disciplinary procedure which you may need to follow if an employee has taken unauthorised time off without a satisfactory explanation.

Summer sporting calendar

Whilst we are still awaiting confirmation, this summer could be a bumper one for sport with the rearranged Olympics and European Football Championships set to take place alongside annual events including Wimbledon. A packed sporting calendar can present several issues including requests to time off, distracted employees trying to keep up with the latest scores whilst at their desk and allowances being made to watch key games and matches during work time.

Even where timings for sporting events don’t clash with working hours, a busy social life can result in tired, hungover or late employees the next day. If you are going to make allowances for staff to watch particular games or adjust their working hours make sure this is communicated in advance and is fair to other employees who may not be interested in participating.

Sharp Consultancy specialises in the recruitment of temporary, interim and permanent finance and accountancy professionals. With offices in Leeds and Sheffield our highly experienced team of consultants recruit for positions throughout Yorkshire and beyond. CONTACT US today to find out more.