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).
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