Assistant Practice Manager

Assistant Practice Manager
King's Lynn, Norfolk
Full-time

Cooper Lomaz are working with a Finance Practice that offer 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 clients 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 a 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 client 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 a computerised 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)