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Job Title: Team Leader
Reports to: Tax Director
Position Summary
An experienced accounting practice based in Burgess Hill is actively seeking a Team Leader to lead and oversee the accounting team, ensuring efficient workflow management, high-quality client service, and the delivery of accurate accounting outputs. This role involves providing technical guidance, managing client relationships, and driving continuous operational improvements.
Key Responsibilities
Workflow Management
- Manage the flow of work using the event schedule to ensure deadlines are met.
- Create workflows using templates to clearly communicate job requirements and expectations to the team.
- Delegate tasks effectively and provide regular support and constructive feedback.
- Conduct weekly check-ins with each team member to review progress and offer guidance.
- Support team development through encouragement and by identifying training needs.
- Monitor workflow and reassign tasks as necessary to meet deadlines and capacity demands.
- Identify and implement process improvements within the team and across the client base.
Annual Accounting and Compliance Oversight
- Oversee the production and review of year-end and management accounts for SME limited companies and sole traders.
- Ensure accurate completion of compliance work, including payroll, CIS returns, and basic tax tasks.
- Monitor the accuracy and quality of completed work, addressing any issues proactively.
- Oversee the preparation and review of company secretarial documents and dividend paperwork.
- Collaborate with the Tax Director on complex queries requiring specialist input.
- Ensure all HMRC submissions follow the company’s three-step verification process.
Client Relationship Management
- Manage accounting and basic tax queries, primarily via email, with occasional phone or online communication.
- Proactively understand client needs to maintain high service standards.
- Identify and advise clients on changes in the scope of work and liaise with the director for any related fee adjustments.
- Ensure high client satisfaction through timely and effective communication.
Service and Professional Development
- Identify opportunities for additional services and support their implementation.
- Encourage the team to engage in business development activities and client referrals.
- Build and maintain external networks and referral relationships where relevant.
- Stay up to date with professional requirements through regular CPD and training.
- Support team members’ engagement in their own professional development.
What We Expect from You
- Prioritise workload effectively and address workflow issues as they arise.
- Reassign jobs when necessary to meet deadlines and team capacity.
- Communicate clearly and in a timely manner with clients.
- Perform well under pressure and meet deadlines consistently.
- Support team members where needed.
- Work with focus and attention to detail.
Personal Attributes
- Excellent work ethic, dedication, and punctuality.
- Initiative, proactive mindset, and strong organisational skills.
- Professionalism and a collaborative team spirit.
Qualifications and Experience
- Minimum of 5 years’ experience in a UK public practice.
- Proficiency in QuickBooks Online and TaxCalc
Hours of Work
25 hours per week (negotiable), Monday to Friday, with flexibility required to overlap with core business hours.
Salary and Benefits
- £57,000 is the full time equivalent salary
- Benefits package; medical insurance, 5% pension contributions, mobile phone
- 28 days holiday + bank holidays - full time equivalent
- Hybrid / remote working considered for the right candidate (UK only)
If you would like to be considered for this role then we would love to see your CV!
