Market
 Organises and attends office marketing events, is aware of the wider range of services the firm offers and suggests innovative products to address the clients' needs;
 Liaises with other departments to maximise client satisfaction.

Client
 Responsible for managing key client portfolio and building and maintaining good working relationships with all colleagues and clients;
 Assists the audit partner in establishing audit objectives and overall scope;
 Ensures key matters which arise during the audit which were not identified at the planning stage are properly assessed and dealt with;
 Determines that all audit reports reflect the work performed and meet set reporting and auditing standards;
 Adheres to the firms risk management policies and procedures, including being familiar with and consulting the audit manual and advising junior staff on application of procedures.

People
 Plans and co-ordinates all aspects of audit planning, including staffing requirements;
 Responsible for managing audit teams on specific assignments, with specific line management responsibility for a group of staff to ensure audit work is appropriately completed to satisfy audit objectives;
 Manages, motivates and coaches team members and provides feedback through regular communication and timely appraisal whilst being familiar with relevant training and development options.

Operations and results
 Ensures jobs are fully completed by agreed deadlines unless renegotiated with the manager in advance;
 Recommends changes to planning for subsequent years to improve profitability.