We are looking for an experienced AAT Lv4 individual who can help run the day-to-day side of the practice during Craig Dyer’s AAT Presidential year.
Role Responsibilities
• Operations & Workflow Management
• Capacity Planning & Workflow Monitoring: Allocating client workload among staff (tax returns, payroll, bookkeeping, year-end accounts) to prevent bottlenecks and ensure dead-line adherence (HMRC/Companies House).
• Process Improvement: Setting up, documenting, and enforcing standardised operational procedures and checklists to maintain consistency and quality control.
• Practice Software Management: Overseeing and optimizing the firm’s core accounting and management tech stack.
• Client Onboarding & Relationship Operations
• Onboarding New Clients: Supporting the end-to-end client setup, including issuing Engagement Letters, Anti-Money Laundering (AML) checks, professional clearance requests, and setting up client portals.
• Client Query Routing: Serving as the initial operational contact point for client administrative queries, fee discussions, or service issues.
• Service Scope Control: Tracking active services against agreed contracts to identify scope creep and trigger fee revisions.
• Practice Finance & Billing Operations
• Invoicing & Debtor Control: Preparing monthly billing schedules, issuing fee notes, and managing credit control/chasing unpaid invoices.
• Firm Bookkeeping Support: Managing internal practice accounts, expense tracking, and supplier invoices.
• Performance Reporting: Generating key practice performance indicators (KPIs) such as recoverable hours, write-offs, staff utilization rates, and monthly revenue.
*not limited to
Skills/Experiences
Required
• AAT Level 4 (MAAT or FMAAT)
• 2/3 Years experience in a small accountancy firm
• Quickbooks and Xero Certifications
• Google Workspace
• Excellent communicator
• Process Oriented
• High Attention to detail
• Organisational Skills
• Workload management
• Comfortable
• Hands on approach to work
Desirable
• Management experience in a small firm
• Commutable to Cambridge (remote options available)
• Experience with Engager.app and TaxCalc and BrightPay and Xama
*Part time, hybrid, remote and flexible working arrangements are available for the right candidate.
START DATE – As soon as available.
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