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Are you an accountant? Do you enjoy it??

21 replies

HippyKayYay · 04/06/2024 17:11

What do you like/ dislike about it? Would you go into it again, if you had to make the choice now?

I'm considering a career change to accountancy. I'm late-40s, have had a successful career doing something else entirely, which I'm now leaving for various reasons. I've always had a hankering to be an accountant, as odd as that sounds! I'm numerate (Maths A-Level and Further Maths AS, but then humanities degrees and). I really love numbers and I have for the past 4 years been doing a volunteer treasurer role which I really enjoy.

I'm looking at accountancy apprenticeships. I have no idea if anyone would take on an older person like me, but I can manage the (massive) drop in salary and I like the idea of training on the job. The apprenticeship would give me AAT level 3, with I think the option to train further for level 4 and then chartered accountant status.

I think I'd enjoy it, but it would be a big cultural shift for me and I'm wondering if I'm mad to consider it... I have no delusions that it's a massively exciting job (in fact, that's what's appealing about it - I want a job that uses my brain but that doesn't encroach on my non-working life).

OP posts:
haddockfortea · 04/06/2024 17:17

Do you mean working in an accountancy practice preparing accounts and tax returns for individual and business clients, or do you want to work in finance in industry / commerce doing forecasts, reporting, advising management on profitability etc?

HippyKayYay · 04/06/2024 17:25

haddockfortea · 04/06/2024 17:17

Do you mean working in an accountancy practice preparing accounts and tax returns for individual and business clients, or do you want to work in finance in industry / commerce doing forecasts, reporting, advising management on profitability etc?

Good question. The apprenticeship is in the former. The latter sounds more interesting. I think I'd be happy doing either.

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folkjournals · 04/06/2024 18:17

This might end up lengthy so I apologise in advance - feel free to skip past it!

Depending on the department and grade, there is scope to be doing advisory, forecasting etc in practice. The pure accounts/tax return preparation roles are really at junior grade - once you qualify you should be reviewing the work others have prepared and also doing broader work.

Industry's 'boring' flipside is month end procedures, every month the same thing the same pressure. Whereas practice you get to work with lots of different businesses in different sectors and have different routines and pressure points each month. (Some people don't like that, I do.)

Most people train in practice and either move to industry when newly qualified or at manager level. Progression is slower, less structured in industry - and also more competitive. But it is possible to train in industry.

You say you're late 40s. So 2 year AAT apprenticeship and then 3 year training contract for chartered status (ACA/ACCA/CA). So 5 years minimum to be fully qualified. Have you checked whether you meet the entry requirements for direct entry for an ACA/ACCA/CA training contract instead (I should think you would)? Your day-to-day role and on-the-job training would basically be the same either way.

In practice once newly qualified the position right now is that most places would bump you into an assistant manager role (or equivalent) at that point, with a year or two to progress to manager.

As assistant manager you'd have a portfolio of clients you were responsible for to ensure their accounts or tax or both were all completed on time (depending on whether you were in a specialist department or a general practice role). You'd have to deal with managing the time budgets for the work and billing, client relationship management, reviewing junior work, training and supervising juniors.

What do I personally like or dislike as an accountant in practice?

Cons

Timesheets are annoying, time-based billing can be dysfunctional and frustrating. However you get used to it (it helps if you work at a practice with a more sane approach rather than one that expects you to work all hours to meet billing targets).

There are recruitment and retention issues in the sector so sometimes we are under much more pressure than I'd like as we are either understaffed or the fee quote is too low for how long it's going to take us.

Sometimes it is boring. Keeping up with technical changes can get draining sometimes when rules and legislation are continually changing.

Deadline pressures.

People turning up at the last minute and expecting me to work magic.

Life in practice is predominantly a very young crowd so sometimes it makes me feel ancient.

Pros

I'm experienced enough and senior enough that I'm trusted and I have flexibility to manage my calendar. I have control of my days, I'm not being spoonfed tasks or micromanaged.

Outside of audit, from senior associate level (say 3 years) you're already mostly trusted to manage your own time. Audit is more controlling at junior and senior because you're booked out on jobs and will be sent to a client site for the week. In accounts or tax roles, you'll have a set of clients and you'll know their deadlines so it's up to you to plan your days and weeks to deliver.

The technical side is interesting, especially tax which changes all the time and has an impact on wider society.

I work in a medium sized practice so I have a team of people around me who I can discuss technical issues with. And they're a good team of people who I enjoy working with.

Pay and work/life balance meet my needs.

Being able to mentor and train more junior staff - pretty much from your second year you should start having opportunities to do this. It's rewarding to support people to fulfil their goals.

Clear structure of roles, progression, rules, requirements, training.

I like being able to help clients - whether that's taking away the stress of dealing with HMRC, or helping them figure out how to turn their loss-making business into a profit-making business, or helping someone with a problem that's been giving them sleepless nights.

I like puzzles.

I also like stability and structure. My role in my practice with my portfolio provides that. I know my clients, I know their needs and their business cycles, I know roughly when in the year I'll be under pressure or have breathing space. The general pattern of the year tends to be similar but even on the same client each year will bring new figures, new questions, new problems to solve.

I enjoy getting to know my clients' stories. I have clients from a wide variety of sectors and backgrounds with varied setups. I find it interesting learning what makes them tick, how they operate, what their pressures are, what legislation affects them, how they look after their staff, how they develop their products, what costs they incur, etc. It compensates for the routine repetitive parts of the job.

folkjournals · 04/06/2024 18:21

P.s. what do you love about numbers? What part(s) of the treasurer role do you enjoy most?

Some accountancy roles are less about doing fun stuff with numbers and more about applying law to numbers. Or story-telling through numbers.

ilikecatsandponies · 04/06/2024 18:39

As you already have a degree I would look at direct entry to ACA/ACCA training contracts and save yourself two years by not doing AAT. You don't need an accountancy degree and it doesn't really confer many advantages anyway.
I also career changed to accountancy, work in a large practice and enjoy it.

HippyKayYay · 04/06/2024 18:46

@folkjournals This is wonderful. Thank you for your insight and for taking the time to write a detailed response. I didn't know about the direct entry ACA/ACCA training. I will look into that.

What do I like about numbers? The stories they tell and the bigger picture they reveal. Being able to assign something concrete to more amorphous ideas of 'value' and 'worth'. Being able to keep track of things (profit, income, etc). I really love puzzles too. I've got a very analytical brain.

I like the treasurer role because of the oversight it gives me of that particular organisation (with which I'm invovled) and that I can use the numbers to legitimately advise and predict where we should use our money and how much of it we can use, etc. I keep a really detailed spreadsheet and I've sorted out this organisations finance (which were in a complete mess when I took on the role) and I've found that extremeley satisfying. I love my spreadsheet!

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Fluffycloudsfloatinginthesky · 04/06/2024 19:02

It sounds like you may be more suited to working in industry. I am an accountant - although now moved sideways to IT looking after Finance modules. I prefer project type adhoc work as month end after month end does get a little monotonous.

I love a puzzle to dig into, a massive spreadsheet is my idea of fun. the idea of audit bores me rigid. It would be my worst nightmare.

Pheasantpluckerswife · 04/06/2024 19:05

If you love spreadsheets you're already part way there ☺️. I did ACCA no AAT and my company paid for it. I was already working in a finance role. I worked full time and went to college at the weekends and it took me 4 years as there were only two exam sittings a year, I think that's probably different now.

I work in industry and I have really enjoyed working in lots of different industries. Each one I've worked in has been completely different and so the way you account for some things is different so you're always learning. I've done a lot of cash management which has been incredibly stressful at times but also enjoyable. I've worked in sales ledger, purchase ledger, credit control, management accounting, budgeting & forecasting, statutory accounting, cash management and been able to get involved in buying another company and winding up companies, loads of different stuff.

Month end and year end can be stressful but all depends on your reporting timelines and structure. Big companies I've worked for have definitely been more time pressured and I much prefer working in owner/managed SMEs tbh.

I'd definitely recommend trying to work in a finance role and study at the same time to apply your learning as you go if possible. My boss at the time was great and let me get involved in whatever I was studying.

Good luck if you do decide to go for it.

HippyKayYay · 04/06/2024 19:20

@Fluffycloudsfloatinginthesky given what you've said I think it sounds like industry would be my preference. My career has been very project-based, rather than a regular routine of work, which is what I'm suited to.

I'm not sure about the practicalities of doing an ACA traineeship though. I don't live near a major city and commuting to one wouldn't be feasible really...

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HippyKayYay · 04/06/2024 19:36

I am actually a bit confused about the difference between ‘practice’ and ‘industry’. Does the former mean you work at an accountancy firm and prepare accounts and taxes for different clients? And is ‘industry’ an accountant in-house at a company? What are the main differences in terms of duties?

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londonmummy1966 · 04/06/2024 19:55

Practice - you are working in an advisory capacity for clients - preparing or auditing their accounts preparing their tax computations and advising them on issues that arise. It can be interesting but the scope is large so you may well have to specialise post qualification eg audit or tax but not both. The bi downside to practice is that you may end up with 6 clients all wanting something done at once and have to flex that. An even bigger downside is that you will almost certainly have to fill in a timesheet to record what you have done each day and which client is to be billed for your time. If its audit at a junior level its not too bad as you will probably be at the same client all week. If its tax its a nightmare - many firms account for time in 6 minute intervals so you end up needing a code to say you went to the loo. I still wake up now some years after leaving having had a bad dream about being 3 weeks behind filing my timesheets and not bein able to remember what I'd done.

Industry - you are an accountant employed in a business - the finance department will deal with banking payroll management accounts giving a snap shot of where the business is at financially prepare the annual accounts and work with the auditors to et them signed off and may do the first draft of the tax return. If the company sells a subsidiary or buys a new one the finance department would be involved in the financial side of the sale. Depending on the business you might be a book keeper reporting to a sole finance manager or one of a team of very many staff working on just one area of the business eg bookkeeping for management accounts, tax computations payroll etc.

Most accountants train in practice and then decide on their chosen specialism and whether they want to stay in practice or work in industry. Some big companies do offer training contracts to staff but most tend to recruit newly qualified accountants or more experienced ones for management although they may have more junior staff training for non chartered qualifications.

There are also roles and training contracts in the public sector eg local government or the National Audit Office - they tend to lead to chartered qualifications in public sector finance

lifehappens12 · 04/06/2024 20:08

Hi, I am cima qualified and am in industry and love it.i have nearly 20 years experience and these days do very little free accounting but works on deals and am part of a management team transforming part of a business.

I spent my first 5 years doing the basics, 10 years in a planning and forecasting role )google FP&A) before moving to business patterning role.

Business partnering is such a flexible job - part of what I do is business cases for investment and then the other part looking for opportunities to grow the business

HippyKayYay · 04/06/2024 21:14

Thank you all. This is so helpful!

I'm hunting online now for ACA/ACCA training contracts... I do wonder though if anyone would take a nearly 50yr old on rather than a bright young recent graduate... I imagine I'd be older than or the same age as most/many of the people in the practice and that might be a bit weird (for them, not me, I don't care and would have no issue training under someone younger than me)

OP posts:
haddockfortea · 04/06/2024 22:09

HippyKayYay · 04/06/2024 17:25

Good question. The apprenticeship is in the former. The latter sounds more interesting. I think I'd be happy doing either.

The other qualification you could look at then would be CIMA.

Tarantella6 · 27/12/2024 13:45

I trained in practice and then moved to industry. I think you get a better all round training in practice - they do it all the time, they know what they're doing and a lot of the time the study support is better.

Industry is more interesting for me, because I am interested in the day to day operations of the business and seeing it reflected in the numbers. Also no timesheets 😁

MarchInHappiness · 29/12/2024 21:58

I am in an accountant, life circumstances means I have never progressed beyond an associate accountant role in industry, I am in my early 60s and spent most of my working life doing the bread and butter of accounting (year end / month end reports, bank recs, tax returns etc). In that sense, after 40 years it became a bit monotonous but I have always enjoyed the numerical aspect of the job as I have always been a numbers person. Furthermore, it's a stable job, the money is reasonable and it has offered flexibility. I would def recommend it as a career.

I regret not moving to practice but I can't turn back to the clock. I am a payroll officer now as recently I had to urgently get a new job. Payroll is a nice change as it is a new challenge and something different.

12purplepencils · 29/12/2024 22:00

If you live near one of the regional offices have you considered HMRC training programme? (tax specialist programme)?

12purplepencils · 29/12/2024 22:00

A friend of mine career changed in her 40s and is doing this and really enjoying it

Oblomov25 · 04/01/2025 09:17

I moved from practice to business, (not qualified, failed a paper many years ago) and enjoy my job. I don't find it boring and enjoy the repetitiveness of month end. No pressure, but that's because I work for smaller companies. There always something new, a bigger issue fit me to get my teeth into and keep my interest going.

NewYearNewToothbrush · 04/01/2025 19:16

I'm 41 and just qualifying now, got my traineeship at 38. I wouldn't worry about age if you are looking in industry, however I don't think I'd have got anywhere with, eg, Big 4, looking for fresh grads.

I work in industry (third sector) and went in on a ACCA training contract with no prior finance - it was doing something I'm good at in the sector I was interested in that led me to do it, after years in the sector doing the 'wrong jobs for me'.

Pay has been pretty shit bearing in mind how specialist it is, but I'm hoping now I'm just qualifying I will get a decent uplift. My contract had built in uplifts for 3 years, but they weren't great. Beware repaying training fees if part of your contract and really think through - it can tie you in - I had chance to move to job paying £8k better but I was net no better off due to early exit repayment obligation so ended up staying put.

Things I like: the balance of time working on my own vs with others. I'd say I'm 75% own time which is really flexibly managed, then 25% meetings. Virtually no external contact - LOVE this. Ability to wfh / work around life. I quite like the month end routine, clear deadlines etc. It can be stressful but it means work always gets done. I like excel, puzzle solving etc. My job is really about presenting internal reports so I'm thinking about what is useful, how you balance detail with high level info, who needs what kind of information, what kind of apportioning of costs is fair. There's 'no right answer' to this sort of thing so I find it more interesting than statutory reporting.

Things I don't like: it can be boring- sometimes there really is no short cut due to systems not talking and user input errors, and I'm a glamourised data cleaner - can't trust lower level people to do it but it's very boring work; deadlines seem to come on top of each other (month end doubles with quarterly forecasts once every 3 months which is really heavy, then audit overlaps that for 2-3 months too). Also just standard job niggles of work culture, also frustrating I'm not the person to make decisions but the person to present the findings for decision makers.

emsyj37 · 06/01/2025 14:40

12purplepencils · 29/12/2024 22:00

If you live near one of the regional offices have you considered HMRC training programme? (tax specialist programme)?

Agree, I did this some years ago and I would recommend it.

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