The Employee must perform Accountant duties with reasonable skill, care, accuracy, and urgency appropriate to professional services work. The Employee must follow written procedures, manager instructions, site or client requirements, and role standards for accountant, client files, technical advice, conflicts checks, billing records, professional standards, deadlines; keep reliable records; complete handovers; and raise risks before they become customer, client, safety, safeguarding, regulatory, or commercial issues.
Confidential information for this role includes accountant, client files, technical advice, conflicts checks, billing records, professional standards, customer or client details, business records, pricing, passwords, access details, technical files, personnel information, and any data seen on employer, client, or third-party systems. The Employee must use such information only for authorised work and comply with data protection, security, retention, and reporting procedures.
The Employee must follow the Employer's professional services operating standards that apply to accountant work, including accountant, client files, technical advice, conflicts checks, billing records, professional standards, safe working practices, accurate records, prompt escalation, and cooperation with audits, inspections, complaints, service reviews, or regulatory enquiries.
The Employee will have access to confidential professional services information, including customer, client, service-user, supplier, operational, pricing, commercial, technical, design, property, care, staffing, system, and compliance records relevant to accountant work. The Employee must protect that information during and after employment, must not remove or copy it without authority, and must report any suspected loss, misuse, unauthorised access, or disclosure immediately.