Practice Manager; Accountancy

Our client - A modern, tech-enabled accountancy practice in South Wales is seeking an experienced Accountancy Practice Manager to lead its Accounts & Client Services team. Known for leveraging leading cloud accounting platforms, the firm prioritises exceptional client care, efficiency, and continuous process improvement.

Due to ongoing growth, this newly created leadership position will take full ownership of daily operational delivery and team management.

Reporting directly to the Chief Operating Officer, the Practice Manager acts as the operational engine of the business. This high-impact role combines team leadership, workflow optimization, client escalation, and technical oversight across a varied portfolio of SME clients.

• Team Leadership & Development: Manage, coach, and mentor a team of Accountants and Bookkeepers, driving performance, capacity planning, and resourcing across key statutory deadlines.
• Operational Excellence: Oversee daily workflow accuracy and efficiency across bookkeeping, compliance, and advisory services.
• Tech & Process Champion: Drive the adoption and effective use of modern cloud tools (Xero, Quick Books, Tax Calc) to streamline delivery and execute process improvement projects.
• Client Experience & Escalation: Serve as the primary point of contact for complex client enquiries, maintaining high service standards and resolving escalations within agreed SLAs.
• Compliance & Quality Assurance: Ensure full practice compliance across GDPR, Anti-Money Laundering (AML), and professional accounting standards.
• Management Information: Produce and present regular operational performance data to the Senior Leadership Team to shape commercial decisions.

• Qualifications: Qualified accountant (AAT, ACCA, or CIMA) with a minimum of 4 years’ post-qualification experience within an accountancy practice.
• Leadership
  
  Experience:
  
  Proven track record leading, motivating, and managing accountants and support staff.
• Technical & Systems Expertise: Strong, up-to-date SME accounting/tax knowledge alongside hands‑on proficiency in Xero, Quick Books, and Tax Calc.
• Process Driver: Demonstrated success in driving practice process improvements or leading software/system migrations.
• Management Style: A resilient, collaborative, and forward-thinking leader with a client-first approach.

• True Ownership: Take full operational ownership of a talented team and portfolio, directly shaping how the practice operates.
• Modern Work Culture: Join a forward-thinking practice committed to modern cloud tech rather than outdated legacy systems.
• Growth & Investment: Benefit from genuine ongoing investment in personal and professional development.