Assistant Practice Manager

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 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).