Practice Manager

About the role

Onboard Accounting is looking for an experienced Practice Manager to oversee the day-to-day operational management of the accounting practice. The role will focus on workflow, forward planning, client onboarding, billing, team coordination and ensuring the practice runs efficiently and consistently.

Key responsibilities

• Manage workflow across the accounting team and ensure jobs are allocated, monitored and completed on time.
• Oversee forward planning of annual accounts and recurring client work.
• Ensure client information is requested and followed up in advance of deadlines.
• Coordinate onboarding of new clients, including information gathering, Authority to Act forms, AML requirements and system access.
• Oversee billing schedules, work-in-progress and timing of invoices for existing and new clients.
• Ensure client files, workflows and internal processes are standardised and consistently followed.
• Prepare weekly workflow, capacity and job costing reports for management.
• Monitor team workloads, upcoming deadlines and potential bottlenecks.
• Coordinate regular workflow meetings and help keep the accounting team accountable to agreed priorities and deadlines.
• Support the Director with practice reporting, operational planning and continuous improvement.

About you

• Highly organised, proactive and comfortable managing multiple clients, jobs and deadlines.
• Experience in an accounting practice, professional services firm or a similar workflow-driven environment.
• Strong experience in practice management, operations or workflow coordination.
• Comfortable with using AI/Claude platforms to solve problems.
• Commercially minded and confident dealing with both staff and clients.
• Comfortable using practice management/accounting systems.
• Capable of identifying issues before they become problems.