Key Achievements:
- Streamlined client account processes, reducing reporting and reconciliation time by 30%.
- Managed client billing and reconciliations, recovering £50,000 in outstanding fees.
- Implemented standardised procedures for team workflow, saving over 20 hours per month.
- Enhanced accuracy and compliance of client accounts, reducing errors by 25%.
- Mentored junior staff, improving team efficiency and readiness for client-facing responsibilities.
Duties & Responsibilities:
- Oversee day-to-day client accounting activities within the practice.
- Supervise accounts team members, providing guidance and support on client matters.
- Review and reconcile client ledgers, ensuring accuracy and compliance.
- Prepare and review client statements, trial balances, and reconciliations.
- Monitor client accounts for overdue balances and liaise with clients to resolve queries.
- Assist in the preparation of monthly, quarterly, and year-end client accounts.
- Support statutory filings such as VAT, payroll, and corporate tax submissions for clients.
- Maintain accurate documentation for audits and regulatory compliance.
- Develop and implement standard operating procedures for client accounts.
- Prepare supporting schedules for internal and external audits.
- Conduct variance analysis and provide insights to senior accountants or partners.
- Collaborate with audit, tax, and advisory teams to provide seamless client service.
- Assist partners in financial review and client advisory projects.
- Ensure all client financial records comply with accounting standards and regulatory requirements.
- Identify discrepancies and process improvements to enhance client account accuracy.
- Monitor team performance and provide feedback, training, and mentoring.
- Liaise with clients regarding account queries, reconciliations, and reporting.
- Assist in budgeting, forecasting, and financial analysis for client accounts.
- Participate in practice-wide process improvement initiatives.
- Ensure high standards of professionalism, confidentiality, and client service.
What does an Assistant Manager do in an accountancy practice?
An Assistant Manager supports Managers and Partners by overseeing client portfolios, reviewing accounting work and supervising junior team members. They help ensure client services are delivered efficiently while maintaining high professional standards.
What qualifications do you need to become an Assistant Manager?
Most Assistant Managers are ACA or ACCA qualified, or close to qualification, with several years of experience in accountancy practice. Employers also value leadership potential and client management experience.
What skills are important for an Assistant Manager?
Strong leadership, organisation and communication skills are essential. Assistant Managers must also possess excellent technical accounting knowledge, commercial awareness and the ability to manage multiple client assignments.
What are the responsibilities of an Assistant Manager?
Responsibilities include reviewing financial statements, supervising junior staff, managing client relationships, supporting business development, ensuring compliance and assisting Managers with the delivery of client services.
What career progression is available for an Assistant Manager?
Assistant Managers commonly progress into Manager, Senior Manager, Director and Partner positions within accountancy practice.