Assistant Practice Manager
King's Lynn, Norfolk
Full-time
Cooper Lomaz are working with a Finance Practice that offers a wide range of accounting, tax, and advisory services to clients across various industries. We are seeking a motivated and experienced Assistant Manager to join our client's General Practice team. The successful candidate will play a key role in managing client relationships, overseeing the preparation of financial statements, and ensuring compliance with relevant regulations.
Applicants will have commercial experience working within a Practice environment and be ACA/ACCA qualified or equivalent with a good knowledge of accounting principles and practices.
Within this new role, the key responsibilities will include:
Audit and Accounting:
- Fully accountable for the provision of accounting services including corporate and personal tax returns and special services for a portfolio of clients with annual fees in excess of £120,000.
- Provision of projections and forecasting information.
- Review and produce VAT returns and provide an in-depth knowledge and advice service to clients.
- Manage budgets and compliance processes.
- Utilise a variety of paperless software applications.
- Preparation of budgets for accounts work.
- Raising bills.
- Company Secretarial duties.
Client Management:
- Manage a portfolio of clients.
- Manage and develop client relationships, including regular client contact by telephone, meetings, and electronically.
- Identify opportunities for additional services.
- Play an active role in raising the profile of the business.
- Display confident, accurate, and reliable accounting knowledge when interacting with clients, presenting ideas, and implementing strategies.
- Actively engage with senior staff/partners to gain a good understanding of the business.
- Understand, engage, and assist with the marketing activities of the business.
- Attend local networking events as required.
- Liaise directly with business owners and accounts staff.
- Build and maintain strong relationships with clients.
Tax Compliance / VAT:
- Review completed VAT return forms.
- Communicate with clients when VAT return is complete and submit to HMRC.
- Review self-assessment tax returns, business and partnership tax returns to include detailed capital gains computations and review of schedules of income from property.
- Review information on computerized tax software to produce returns and calculations above.
Payroll:
- Review P11D and other payroll advice and services.
Staff:
- Review work of junior staff, ensuring quality in compliance with professional standards/requirements.
- Delegate tasks effectively.
- Ensure Partner decisions on staff are promptly implemented.
- Encourage/foster a culture of continuous development.
Core benefits:
- Generous annual leave (25 days per annum plus Bank Holidays).
- Continued development including attending training courses, webinars, leadership, management development, and continuing professional development programmes.
- Flexible working is encouraged and regularly reviewed.
- Enhanced Maternity Pay Policy.
- In case of long-term sickness or incapacity, income protection is provided.
- Life assurance.
- Paid study leave.
- Paid professional subscriptions.
- Healthshield cash back plan - for treatments such as dental, optical, and physiotherapy etc. (a more extensive list is available).
- Enhanced sick pay.
- Tax-efficient pension (salary sacrifice).