Accounts and Tax Assistant Manager - Cromer

Accounts and Tax Assistant Manager - Cromer

M+A Partners is a forward-looking firm of Chartered Accountants, Tax Specialists and Business Advisers. Our vision is to be the firm of choice, by enabling our team to fulfil their potential and deliver exceptional client service.

This role is to manage a mixed portfolio of accounts and tax clients, from individuals through to corporate clients and owner managed businesses and to assist with managing the team.

Duties include, but are not limited to:

• Preparing and reviewing statutory accounts, finalising the statutory accounts and submitting to Companies House;
• Speaking to and advising clients and preparing the client’s file ahead of any meetings scheduled with the Partner;
• Responsible for the day-to-day management of clients, this includes dealing with client enquiries and assisting the Partner with future planning and queries as required;
• Responsible for quoting fees, billing, raising invoices and WIP (Work In Progress);
• Preparing and reviewing VAT returns;
• Preparing and reviewing corporation tax returns, including their submission to HMRC;
• Preparing and reviewing self-assessment personal tax returns;
• Support in business development initiatives, networking events and marketing the firms’ services;
• Involved in new client meetings and supporting the onboarding process;
• Reviewing work completed by wider team members; and
• Supporting junior colleagues, delegating work and helping them with complex queries.

We are looking for a proactive team player who enjoys building client relationships, solving problems, and helping deliver excellent accounts and tax services.

ACA or ACCA qualified (minimum); CTA highly desirable.

• Experience managing a client portfolio is desirable; however, this role would also suit an individual looking to progress into managing their own portfolio;
• Excellent organisational skills, with the ability to manage a broad portfolio of clients and meet competing deadlines;
• Proven experience managing and prioritising workloads effectively;
• Strong team-working skills, with the ability to collaborate effectively and adapt to changing priorities;
• A good working knowledge of Microsoft Excel is essential;
• Experience using Case Ware, Sage, Quick Books Online, or Xero would be advantageous; however, full training will be provided;
• Experience supervising, reviewing, and supporting the work of junior team members; and
• A minimum of one year’s post-qualification experience within a practice environment is essential.
• Opportunity for progression within the firm
• A split between home and office working is an option

Phil joined M+A Partners in early 2022, in the newly created role of Chief Operating Officer. Prior to joining the firm, Phil was Managing Director of a food import business for ten years.

As Chief Operating Officer, Phil oversees the strategic and operational direction of the firm to enable Partners and the wider M+A team to be as effective as possible in the delivery of their services to clients.

“Making sure we are resourceful, responsive and operationally efficient is key to helping our team deliver a high quality of client service. However, it’s also important that we create a collaborative workplace, sharing ideas and knowledge, whilst encouraging continuous learning.

It is my role to ensure we have a strategy that combines operational responsibilities with a commitment to the development of our firm and our people - creating opportunities for progression and enabling us to deliver the future ambitions of our clients.“

Emma joined M+A Partners in September 2021 and is our People & Culture Manager.

Emma graduated from Nottingham Trent University with a First Class Honours degree in Psychology in 2017. More recently, Emmasuccessfully completed her CIPD Level 5 Associate Diploma in People Management in December 2023.

Prior to joining M+A Partners, Emma worked in HR for a large International Retailer based in Norfolk and a Conservation and Education Charity based in Norfolk and Suffolk.

Emma provides assistance across the firm to coordinate effective HR Management.

• Business Services and Support

Sophie joined M+A Partners in May 2024 as our People & Culture Trainee and was promoted to People & Culture Assistant after qualifying CIPD Level 3 in June 2025.

Sophie graduated from the University of East Anglia in 2023 with a First-Class Honours Psychology degree.