MULTI-TASKING – OUR EXPERT GUIDE

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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Top of many potential employers’ list is a candidate who is able to multi-task. But there is a huge difference between juggling several tasks at once without making much headway and being able to completely manage your workload.

Master the art of multi-tasking and you’ll become more efficient at work, improve your performance and grow your career.

Are your expectations achievable?

Take time to plan out your week in advance and make sure that what you set out to do is realistic and achievable. The satisfaction of powering through your to-do list will be far more motivational than staring at a long list of tasks that are never likely to get completed.

Be realistic with your time

Time is a hugely important factor when it comes to your ability to multi-task; firstly you must be realistic about how much time each task will genuinely take to complete to the right standard and secondly, you have to be sensible about what time you have available to you. If you know you are going to be attending several meetings during the week, plan out how you can best use your remaining time to avoid rushing to get things done or missing deadlines.

Write things down

It can be easy to forget about a particular task so write a list by whatever method works best for you – there’s lots of helpful online tools available and for some, nothing beats a simple handwritten list. Taking the time to think through what needs to be done will reduce the likelihood that something will slip your mind.

Get your priorities right

Look at each task in terms of how long it will take and what deadlines you are working towards. Also consider whether you need information or input from elsewhere to enable you to move forward. If you require contributions from other team members, make sure you ask for these with plenty of advance notice so they can plan their own workloads accordingly.

Try not to worry about what you are not doing

Having a clear focus on the task in hand is essential so try to allocate each task on your to-do list to a particular day of the week or time of the day. Knowing that you are not going to work on XYZ until later in the week will allow you to concentrate more effectively on what is your current priority.

Two birds with one stone...

Look for efficiencies by grouping similar tasks together. For example if you know you need to speak to several clients across the week, try to set aside a morning or afternoon to schedule these all in to avoid repeatedly breaking off from other tasks.

Give yourself a break

Multi-tasking isn’t about burning yourself out or rushing through tasks as quickly as possible. Make sure you take regular breaks – including a proper lunch break – you will be more likely to keep a clear head and complete tasks more accurately and efficiently.

Avoid distractions

It can easy to become distracted from the task in hand and emails are one of the most likely causes. Allow yourself regular points in the day to check your emails rather than reacting to every notification as they come in and take you away from what you are doing.

Communicate

Let your colleagues know if you need some quiet time and if possible, move to a different area of the office or pop in some headphones to reduce the sound of others. If you want to avoid being disturbed, ask for messages to be taken on your behalf or set your phone to voicemail.

Also remember to communicate regularly with your team to make sure that your timeframes are coordinated to avoid any last minute panics or repeated requests for updates.

Be disciplined with your time

Unless something needs your immediate attention, try to stick to your proposed schedule as much as possible. It can be worth keeping a little time free during each day to deal with things that need to be looked at more urgently or that crop up unexpectedly.

It’s OK to say no

Sometimes it simply isn’t possible to squeeze something else into your day – and that’s OK. It’s better to say what is possible from the outset rather than agree to every request and produce work of a lower standard or miss a deadline completely.

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.