Practice Coordinator

Three Bridges Recruitment is working with a growing and well-regarded multi-branch accountancy practice in Midlothian / East Edinburgh looking for a Practice Coordinator to join their team on an initial 3-month contract.

Operating across local branch offices and backed by a comprehensive national franchise network, the practice pairs the high standards and modern systems of a major brand with the personal, relationship-focused culture of a local independent firm. This is a fast-paced, hands-on operational role that will suit an experienced practice administrator or operations coordinator ready to hit the ground running, clear an operational backlog, and establish reliable daily rhythms alongside the business owner.

Why work here?

You’ll take on a high-visibility, business-critical role where your work immediately relieves pressure on senior leadership, restores operational flow, and gives you direct autonomy to streamline practice workflows.

• Salary: c. £20/hr+
• Contract: 3-month contract (interim via agency payroll, with extension or temp-to-perm potential)
• Working Pattern: Office-based, Monday to Friday (09:00 – 17:00, primarily based in Dalkeith with regular local branch travel)
• Environment: Collaborative, small-team environment with an engaged, supportive business owner
• Start Date: Immediate / short notice

Job

Reporting directly to the Business Owner, you will take ownership of day-to-day practice operations, client onboarding, billing, and statutory workflows to keep the firm running smoothly.

Your responsibilities will include:

• Managing new client onboarding workflows, including initial system setup on TaxCalc, registrations, and HMRC agent authorisations
• Coordinating professional clearance requests and client procedures
• Overseeing client billing schedules, issuing invoices, monitoring incoming cash, and managing direct debit mandates (set-ups, amendments, and cancellations)
• Reviewing basic cash reports and credit card reconciliations
• Coordinating limited company statutory deadlines, issuing annual accounts and tax submissions for client signature, and filing confirmation statements with Companies House
• Maintaining the practice CRM and prospect pipeline, ensuring follow-up actions and tax return reminders are actioned systematically
• Assisting with day-to-day practice administration, rota management across three local offices, handling client address updates, and supporting the Director with ad hoc operational projects

You

As Practice Coordinator, you will bring:

• Proven experience in practice administration, operations coordination, or senior office administration within an accountancy practice, legal firm, or another compliance-led professional environment
• A proactive, organised approach with a ‘get-it-done’ mentality and high attention to detail under pressure
• Confidence managing end-to-end client onboarding, direct debits/billing administration, and CRM tracking
• Familiarity with practice management or CRM systems, direct debit platforms, and MS Excel (exposure to TaxCalc or similar practice software is advantageous, though not essential)
• Excellent communication and prioritisation skills, comfortable working hands-on in a small team and taking full ownership of tasks
• Immediate availability or available on short notice to commence an initial 3-month contract

Interested?

At Three Bridges Recruitment, two of our values are “striving for brilliance” and “relatability”. We want every applicant to receive an excellent experience and feel confident that a role is genuinely right for them.

If this opportunity sounds like a good fit, please apply with your most up-to-date CV or contact us for a confidential discussion.