Key Achievements:

• Improved overall practice efficiency, reducing administrative and reporting delays by 30%.

• Implemented standardised procedures across departments, saving 20+ hours per week.

• Managed client relationships and escalations, contributing to £250,000 / $300,000 in retained revenue.

• Successfully led cross-functional teams, enhancing staff performance and retention.

• Introduced new reporting tools and dashboards, increasing transparency and decision-making speed.

Duties & Responsibilities:

• Oversee the day-to-day operations of the practice, ensuring smooth workflow across all departments.

• Manage and mentor staff, providing training, guidance, and performance reviews.

• Monitor client service delivery, addressing escalations and ensuring high-quality service.

• Develop and implement operational policies, procedures, and best practices.

• Manage budgets, resource allocation, and departmental forecasts.

• Coordinate with audit, tax, accounts, and advisory teams to ensure seamless client service.

• Prepare and present management reports, dashboards, and KPIs to senior partners.

• Lead process improvement initiatives to increase efficiency and reduce costs.

• Ensure compliance with statutory, regulatory, and professional standards across the practice.

• Support business development and client retention initiatives by providing operational insights.

• Monitor workflow, resource utilisation, and staff productivity.

• Handle complex client queries and escalations, providing resolutions or guidance.

• Contribute to strategic planning, goal-setting, and long-term practice growth initiatives.

• Manage recruitment, onboarding, and staff development programs.

• Ensure all client accounts and internal records are maintained accurately and securely.

• Implement and oversee quality control measures across all practice services.

• Liaise with external regulators, auditors, and professional bodies as required.

• Participate in practice-wide meetings, providing operational and management insights.

• Support senior partners in decision-making through financial analysis and reporting.

• Maintain a high standard of ethics, confidentiality, and professionalism within the practice.