The Role

Due to continued business growth, we are looking for an experienced Practice Manager / Executive Assistant to support the Directors with achieving the business objectives. You will be part of the backbone of our executive team, taking ownership of tasks to ensure operations run smoothly. Your role will be dynamic, as you adapt to the evolving needs. There will be traditional management / administrative duties as well as strategic business partner elements. This role requires a proactive approach to client service, exceptional problem-solving skills and the ability and willingness to learn new things. Managing workload, stakeholders and deadlines will be a key part of the role. The successful team member would be an A player and work to make the directors more effective and help them achieve the business’ targets.

The Business

Our core internal value is family feel: we are a family-owned practice and want our team to feel valued, work together and thrive. Our core external value is professional performance: we work to high standards and provide a service beyond what many small accounting firms can do. We believe the development of a strong team, with confident, competent and supported members, is the most important factor in delivering business success. We have doubled in revenue and team members over the last two years and this growth is set to continue; our aim is to be 4x bigger in 5 years through a combination of organic growth and acquiring other practices. This means opportunities for the team members to grow, learn new skills and help shape the direction of the business. Every team member has an important part to play in achieving the business’ headline strategy and objectives.

The Responsibilities

• Lead from the front, providing proactive support and strategic insights to the directors and collaborate closely with the directors
• Maintain positive client relationships and provide excellent customer service as second nature
• Drive improvements in the business and document processes
• Prepare management reports, analyse financial data and identify any gaps, supporting the directors’ decision-making
• Manage and optimise the directors’ schedules, aligning it with strategic business priorities and booking events and travel
• Act as a trusted liaison between the directors and various stakeholders, including clients, business partners, authorities and business sellers
• Oversee the delivery of practice admin which may involve learning specific details like filing deadlines, tax years, etc.
• Manage the practice admin outsource team in India, ensuring the accuracy and timely delivery timely of invoicing and annual client contract renewals
• Run the invoicing, credit control and contract processes, from end-to-end, ensuring a high level of customer satisfaction

The Requirements

• Critical thinking
• Strong analytical & problem-solving skills
• Solutions-oriented mindset
• Able to adapt to different software and technology
• Commercial savvy
• Able to see the big picture and the client’s perspective
• High emotional intelligence
• Excellent communication and people skills
• Team player
• Customer service experience
• Leading team initiatives
• Committed to 5-star service
• Experience of working in an accountancy practice would be strongly desirable
• Ability to lead and self-manage
• Can-do attitude
• Drive to learn and constantly improve

The Rewards

• Part time role, requiring 25 hours per week split across 3-5 days
• Office based or hybrid working
• Free onsite parking
• Comfortable modern offices
• Quarterly team lunch or away day to discuss strategy
• Flexible start / finish times to suit commitments
• Salary: £20-25ph
• Personalised development plan
• Performance related bonus scheme

Do you enjoy providing a 5-star service to your clients? Are you most productive working through scenarios to help your client and researching topics to provide accurate advice and support? Are you happiest when getting tasks completed and you having a great day at work aligns with your clients and teammates having a great day too? We are looking for a positive and resourceful teammate to join our client delivery team and make the most of the opportunities that come with working in a growing accountancy practice.  Someone who loves solving problems and being part of a team will fit right in.   The business: We are a forward-thinking accountancy practice committed to providing our clients with exceptional financial guidance and support. Our goal is to empower businesses to thrive by offering insightful financial advice and strategic planning. We believe the development of a strong team, with confident, competent and supported members, is the most important factor in delivering business success.  We have doubled in revenue and team members over the last two years and this growth is set to continue; this means opportunities for the team members to grow, learn new skills and help shape the direction of the business. Every team member has an important part to play in achieving the business’ headline strategy and objectives. This is an opportunity to join an enthusiastic and growing team.  We regularly ask our team for input into strategy and direction and how they want to develop and what skills they want to gain over the next 12 months.  This is built into their personal development plans.   The role: The Client Manager will act as the primary point of contact for our clients, offering expert advice and support in financial decision-making. This role includes traditional accountancy tasks and also goes beyond this; it involves acting as a commercial sounding board for the client, guiding clients through their financial journey with strategic advice and actionable insights.  There will be a mix of traditional year end work and providing virtual finance manager and virtual finance director services. This role requires a proactive approach to client service, exceptional problem-solving skills, and a strong understanding of commercial drivers.  Managing workload, stakeholders and deadlines will be a key part of the role.  There is an opportunity to help shape the service provided, with the ideal candidate being able to suggest improvements and additions to the virtual finance manager and director service lines.   The responsibilities:

• Client Relationship Management: Act as the first point of contact for clients, especially when they have new ideas or require guidance, ensuring a high level of service and support.
• Data Management and Improvement: Oversee the accuracy of financial data, identify areas for improvement, and alert clients to potential pitfalls in a timely manner.
• Financial Oversight and Advisory: Support clients in understanding their financial figures, helping them interpret data to make informed decisions. Provide a "second opinion" and evaluate the pros and cons of potential business moves.
• Financial Reporting: Produce comprehensive reports that include profit and loss, balance sheet analysis, customer analysis, and bank balance reviews, adding valuable commentary and comparisons to highlight significant changes.
• Financial Analysis: Conduct regular financial analysis, including bank reconciliations, monitoring of outstanding sales, and checking for missing purchases. Alert clients to potential issues, such as outstanding invoices or unnecessary expenses.
• Strategic Planning: Offer strategic advice on cash flow management, foreign exchange, and other critical financial areas. Provide detailed reports with useful analysis, comparisons, and commentary to assist in strategic decision-making.
• Client Portfolio Management: Manage your portfolio of clients to ensure that submissions are all delivered ahead of deadline, including accounts, VAT returns, etc.
• Self Development: Drive and motivate yourself to acquire new knowledge and skills to be the best that you can be. We will provide support in this.
• Team Development: Sharing knowledge, experience and insights with team members to help improve team performance. Delegate where needed – we believe strongly in the Task Triangle and Delegate to Elevate.
• Business Development: Identify, communicate and implement opportunities to improve processes that contribute to the improvement of the business.

  The requirements:

• Commitment to five star service and delivering a ‘wow’ experience to clients and team members
• Drive to learn and constantly improve
• Commercially savvy and able to see the big picture and the client’s perspective
• Team player
• Ability to lead
• ACA / ACCA qualified (if no ACA / ACCA then demonstrable experience will be required)
• Experience in managing clients
• Experience in going beyond traditional accounting requirements of reporting and helping clients improve
• Excellent communication and interpersonal skills, capable of maintaining positive client relationships and leading team initiatives
• Knowledge of the property sector's specific tax rules and regulations is highly desirable
• Attention to detail
• Strong technical skills and understanding of accounting and tax rules
• Strong analytical and problem-solving skills, with a solutions-oriented mindset
• Able to adapt to different software and technology
• Accountancy practice and industry experience (7+ years)

  The rewards:

• Full time role
• Office based, hybrid or fully remote working
• Quarterly in-person team lunch or away day to discuss strategy
• Flexible start / finish times to suit commitments
• Salary: £50k to £60k, depending on experience
• 23 days holiday plus 8x bank holidays (pro-rated for part time)
• Personalised development plan
• Performance related bonus scheme
• 3% Pension Contribution
• Free onsite parking
• Comfortable modern offices

Our teammates have said they all feel like they get to use their strengths everyday at work while also being challenged to learn new skills.  We go by the mantra “if you’re standing still, you’re going backwards”. We are an equal opportunities employer and we welcome applications from those with protected characteristics. All applicants will be shortlisted on the basis of merit.

Graduate Trainee Accountant Do you enjoy providing a 5-star service to your clients? Are you most productive working through scenarios to help your client and researching topics to provide accurate advice and support? Are you happiest when getting tasks completed and you having a great day at work aligns with your clients and teammates having a great day too? We are looking for a positive and resourceful teammate to join our client delivery team and make the most of the opportunities that come with working in a growing accountancy practice.  Someone who loves solving problems and being part of a team will fit right in.   The business: We are a forward-thinking accountancy practice committed to providing our clients with exceptional financial guidance and support. Our goal is to empower businesses to thrive by offering insightful financial advice and strategic planning. We believe the development of a strong team, with confident, competent and supported members, is the most important factor in delivering business success.  We have doubled in revenue and team members over the last two years and this growth is set to continue; this means opportunities for the team members to grow, learn new skills and help shape the direction of the business. Every team member has an important part to play in achieving the business’ headline strategy and objectives. This is an opportunity to join an enthusiastic and growing team.  We regularly ask our team for input into strategy and direction, how they want to develop and what skills they want to gain over the next 12 months.  This is built into their personal development plans.   The role: As a Graduate Trainee Accountant, you will embark on a dynamic journey to develop foundational skills in accounting while contributing to the success of our clients and firm. This role offers a structured training program encompassing daily client interactions, monthly accounting tasks, and involvement in value-adding projects, providing a comprehensive understanding of the accounting profession.   The responsibilities:

• Assisting with Accounts Preparation: Collaborate with senior accountants to gather financial data, reconcile accounts, and prepare accurate financial statements. Ensure timely submission of accounts to regulatory authorities.

• Assisting with VAT Preparation: Compile and analyse transactional data, prepare VAT returns, and ensure compliance with tax regulations. Ensure timely submission of VAT returns to HMRC.

• Liaising with Clients: Cultivate strong relationships with clients by serving as a primary point of contact, addressing enquiries, and providing tailored support.

• Phone Calls: Handle incoming phone calls from clients promptly and professionally, providing assistance, resolving issues, and ensuring client satisfaction.

  Ad Hoc Tasks:

• Engaging in Business Process Enhancement Projects: Participate in diverse projects aimed at enhancing clients' business processes, such as process automation initiatives or the implementation of new standards, to optimise efficiency and effectiveness.

• Liaising with HMRC: Act as a liaison between our firm and HM Revenue & Customs (HMRC), ensuring timely responses to inquiries and maintaining compliance with regulations.

  The requirements:

• Bachelor’s degree in Accounting, Finance, or a related field with a strong academic record
• Proficiency in accounting principles and practices demonstrated through coursework or practical experience
• Excellent analytical skills and attention to detail
• Strong communication skills, both verbal and written
• Advanced proficiency in Microsoft Excel and accounting software
• Proactive attitude and ability to multitask in a fast-paced environment
• Eagerness to learn and grow professionally within the accounting profession
• Commitment to five star service and delivering a ‘wow’ experience to clients and team members
• Drive to learn and constantly improve
• Team player
• Attention to detail

  The rewards:

• Structured training and mentorship program tailored to individual career goals
• Exposure to diverse clients across various industries
• Opportunities for professional development and advancement (ACCA, CIMA Etc)
• Full time role
• Office based
• Salary: TBC
• Quarterly in-person team lunch or away day to discuss strategy
• 23 days holiday plus 8x bank holidays
• Personalised development plan
• Performance related bonus scheme
• 3% Pension Contribution
• Free onsite parking
• Comfortable modern offices

Do you enjoy providing a 5-star service to your clients? Are you most productive working through scenarios to help your client and researching topics to provide accurate advice and support? Are you happiest when getting tasks completed and you having a great day at work aligns with your clients and teammates having a great day too? We are looking for a positive and resourceful teammate to join our client delivery team and make the most of the opportunities that come with working in a growing accountancy practice.  Someone who loves solving problems and being part of a team will fit right in.   The role: You will be the initial point of contact for tax queries from our clients, addressing their queries related to tax structures, setups, and more. This role requires a proactive approach to client service, exceptional problem-solving skills, and a strong understanding of tax legislation.  The ability to research a topic using publicly available materials, e.g. HMRC Manuals, and subscription services, e.g. Croner-i and Indicator libraries, and draw conclusions from this is imperative. Managing workload, stakeholders and deadlines will be a key part of the role. This is an opportunity to join an enthusiastic and growing team.  We regularly ask our team for input into strategy and direction and how they want to develop and what skills they want to gain over the next 12 months.  This is built into their personal development plans.   The responsibilities:

• Act as the primary contact for client queries, such as regarding tax structures, property transfers, SDLT implications, extracting profits, share buybacks, etc.
• Review self-assessment tax returns prepared by junior staff and other team members, ensuring accuracy and compliance
• Lead training and knowledge-sharing sessions to keep the team updated on tax changes, implications and opportunities
• Attend calls and meetings with key clients to identify tax-saving opportunities and provide strategic advice
• Manage and deliver specialised projects such as setting up family investment companies, linked investment companies, obtaining EIS status and more
• Manage and deliver intricate projects like demergers, incorporations, trust formations and inheritance tax planning, working with contractors and white-label service providers
• Employ a solutions-based approach to meet clients' objectives effectively and efficiently
• Ensure clients operate in the most tax-efficient manner, focusing on the optimization of their company structures and operations
• Develop and maintain expertise in the property sector's specific tax rules, including VAT rates, group asset transfers, and distinctions between trading vs. investment statuses.

  The requirements:

• Commitment to five star service
• Drive to learn and constantly improve
• Commercial savvy and able to see the big picture and the client’s perspective
• Team player
• Ability to lead
• CTA / ACA / ACCA qualified (if ACA / ACCA or no qualification then demonstrable experience with tax matters will be required)
• Proven experience in a tax advisory role within a UK accountancy practice, with a strong focus on client consultation and tax planning
• Experience in managing tax-oriented projects
• Liaising with external partners on complex transactions
• Excellent communication and interpersonal skills, capable of maintaining positive client relationships and leading team initiatives
• Knowledge of the property sector's specific tax rules and regulations is highly desirable
• Knowledge of implications and practicalities of setting up in Dubai is highly desirable
• Attention to detail
• Strong technical skills and understanding of accounting and tax rules
• Strong analytical and problem-solving skills, with a solutions-oriented mindset
• Able to adapt to different software and technology
• Accountancy practice experience (7+ years)

  The rewards:

• Part time role, requiring 20 hours per week
• Office based, hybrid or fully remote working
• Quarterly team lunch or away day to discuss strategy
• Flexible start / finish times to suit commitments
• Salary: £tbc depending on experience
• 23 days holiday plus 8x bank holidays (pro-rated for part time)
• Personalised development plan
• Performance related bonus scheme
• 3% Pension Contribution
• Free onsite parking
• Comfortable modern offices

Our teammates have said they all feel like they get to use their strengths everyday at work while also being challenged to learn new skills.  We go by the mantra “if you’re standing still, you’re going backwards”.