Assistant Practice ManagerKing's Lynn, NorfolkFull-timeCooper 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)