Practice Manager

Job Description

To independently manage a portfolio of 150-300 Limited Company clients, Directors, Sole Traders, Partnerships and Private Clients. The client base consists of owner managed SME businesses, associated directors, partners and private clients. The activities of client companies are diverse with typical clients having turnovers ranging from £50k to £500k.

This is an excellent opportunity for a capable individual who enjoys working as part of a team to deliver excellent client service. The ideal candidate will be looking to develop their skills in a commercial and entrepreneurial environment.

Experience the rewarding and varied nature of working with a range of businesses units and individuals in a friendly supportive atmosphere.

Work for an employer who invests in career development with opportunities for growth and development in a rapidly growing and dynamic business.

Our Values

• Client Focused: We care about making a difference in our clients’ lives.
• Collaborative: We develop meaningful relationships with a culture of shared success.
• Progressive: We continuously evolve to stay ahead in a rapidly changing world.
• Integrity: We uphold transparent, honest, and ethical practices, taking care in everything we do.

RESPONSIBILITIES

• Manage a portfolio of clients, acting as the main point of contact to ensure excellent service, timely delivery and strong client relationships.
• Plan and oversee workflows to ensure accounts, tax returns and statutory filings are completed accurately and on time.
• Prepare and review accounts and tax compliance work, providing guidance and feedback to support team development.
• Lead client meetings, handle queries and identify opportunities to expand services and fees.
• Supervise and support junior staff, monitoring work quality, progress and training needs.
• Ensure effective and profitable pricing, oversee client invoicing and support debt collection.
• Maintain accurate client records and manage leads using practice management and accounting systems.
• Ensure compliance with regulatory requirements, including Money Laundering Regulations and internal procedures.
• Support business development, office operations and continuous professional development, representing the firm professionally at all times.

GENERAL MINIMUM JOB STANDARDS & RESPONSIBILITIES

• Client Development & Satisfaction: The Client Manager is responsible for delivering a consistently high standard of service that drives strong client satisfaction and positive recommendations. They develop and maintain trusted, long term client relationships, ensuring client enquiries are acknowledged within one working day and resolved within agreed timescales. Client concerns or issues are identified promptly and escalated to Partners where appropriate. The role also requires a proactive approach to identifying opportunities to enhance and broaden services for existing clients where appropriate.
• Quality of work: Accuracy, thoroughness, completeness. Can be relied upon to ensure tasks are completed to a high standard and in good time.
• Communication: strong skills both verbal and written. Skilled and compassionate listener and reader able to understand and examine inbound enquiries and effectively respond and direct. Able to build trust and rapport by applying tone, style and appropriate language to communications.
• Teamwork: Is a positive and effective team player. Treats colleagues with dignity and respect. Communicates well to lead a dynamic and growing team. Proactively addresses issues or problems within the team and with Management as necessary.
• Administration: Sets own goals and checks processing is accurate and timely. Raises issues promptly, follows up on outstanding tasks and ensures complete and accurate records.

PERSON SPECIFICATION & SKILLS REQUIREMENTS

Essential experience and skills required:

• Qualified (ACA, ACCA or equivalent) with a minimum of 2 years post qualification or relevant practice experience including accounts, VAT and Tax including with OMB, Small Business and Individuals.
• Ability to market, proactively develop client relationships and convert client prospects.
• Proven leader who generates results and develops of people.
• Expert knowledge of Practice Management and production systems, e.g. Quickbooks Practice Manager, TaxCalc, Ignition, Receipt Bank, Virtual Cabinet and Office365, as well as bookkeeping systems, e.g. Quickbooks Online, Xero, Dext, etc). In-house training can be provided on all.
• A friendly, open personality with excellent interpersonal and client service skills.
• Self motivated and able to identify and willing to assume additional responsibilities while continuing to deliver all services of the role.
• Experience or aptitude to thrive working in a dynamic environment as a developing business requires.

BENEFIT DETAILS

TaxAssist are a Great Place to Work certified employer (2025).

The following benefits form part of our reward and benefits package. Eligibility for each are subject to T&Cs and scheme eligibility and some become available after a probation period of six months has been completed:

Respect for your wellbeing and work-life balance. Overtime and weekend working are not part of our habit. We work a 35-hour week full time and offer part time and non-standard hours where feasible and appropriate.

We work at our well-equipped and appointed and ergonomically designed shop at Ber Street, Norwich. Staff are well supported to work safely, comfortably and efficiently from this beautiful city centre office.

• Annual Leave: up to 28 days paid annual leave – plus Bank Holidays.
• Company sick pay – up to 30 days paid in any 12 months.
• Life Assurance – 2x annual salary cover
• Employee Assistance Programme: Free 24/7 access for all staff and qualifying family members.
• Company share scheme
• Auto-enrolled workplace pension scheme with enhanced employer contributions and a pension salary sacrifice scheme
• An annual eye test paid plus contributions towards glasses (within policy)
• Discretionary bonuses for performance, referrals and recruitment.
• Training support provided by agreement.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on your background or needs, if you require any adjustments to make the recruitment process easier please let us know

Application Instructions

If you wish to apply for this position, please email your CV to: [contact hidden]