Practice Manager

Trinity Resource Solutions; London Borough of Richmond upon Thames; On-site; GBP 55,000 - 75,000; Full time

Job summary

Trinity Resource Solutions seeks a Practice Manager to ensure smooth operational running of the UK accountancy practice. You will support leadership in delivering strategic goals while overseeing compliance, financial administration, client service standards, systems and facilities.

You will coordinate between partners, staff, clients and external bodies to ensure productivity, regulatory adherence and exceptional service delivery.

Qualifications

• Experience managing operations within an accountancy/advisory firm.
• Familiarity with ICAEW/ACCA practice requirements or equivalent.
• Strong knowledge of compliance frameworks in regulated practices.
• Proven ability to implement internal systems and drive process improvements.
• Excellent communication with partners, staff and clients.

Responsibilities

• Oversee day-to-day running of the office, ensuring efficiency and workflow.
• Refine operational processes, policies, and documentation.
• Manage capacity planning, scheduling, workloads, and cross‑department coordination.
• Monitor client service standards and escalate concerns as needed.
• Coordinate with HR, IT, suppliers and service providers; handle complaints promptly.
• Support group initiatives such as fee protection and IT support.

Skills

Practice operations

Regulatory compliance

Stakeholder communication

HR management discretion

Process improvement

Tools

TaxCalc

Xero

Job description

Role Overview

Practice Manager — UK Accountancy Practice. The Practice Manager is responsible for the smooth operational running of the accountancy practice, supporting the leadership team in delivering strategic goals while overseeing compliance, financial administration, client service standards, systems, and facilities. This role acts as the central coordination point between partners, staff, clients, and external bodies to ensure productivity, regulatory adherence, team wellbeing, and exceptional service delivery.

Key Responsibilities

Practice Operations

• Oversee day-to-day running of the office, ensuring efficiency, productivity, and effective workflow.
• Implement and refine operational processes, practice policies, and procedural documentation.
• Manage practice capacity planning, staff scheduling, workloads, and departmental coordination.
• Monitor client service standards and act as an escalation point for client concerns.
• Liaise with suppliers, IT support, HR, contractors, and service providers.
• Ensure clients remain happy and deal with any complaints promptly to the satisfaction of the client.
• Support clients with Group initiatives, such as, fee protection, AGFS, planning opportunities and IT support.

Compliance & Regulatory Oversight

• Oversee practice compliance for GDPR, AML, Professional body requirements (ICAEW/ACCA practice regulations where applicable), Client due diligence, risk assessments, and data protection processes.
• Maintain and update compliance policies, registers, filing systems and audit trails.
• Coordinate with HR for CPD training and regulatory deadlines for partners and staff.

Financial & Administrative Management

• Supervise billing timelines, credit control, cashflow monitoring, and KPI reporting.
• Manage practice financial administration including purchase ledger, expenses, office budget tracking.
• Assist partners with practice performance reporting and management information (MI).
• Oversee internal financial controls and administrative accuracy.

Systems & IT

• Maintain oversight of core practice software such as TaxCalc, Xero, or similar systems depending on practice stack.
• Support digitisation, cyber security awareness, IT resilience, and system optimisation.

Facilities & Office Management

• Ensure the office environment is safe, compliant, well-maintained and appropriately resourced.
• Oversee health & safety risk assessments, fire procedures, first aid arrangements, and insurance (professional indemnity, fee protection, office etc.) requirements

Skills & Experience Required

Essential

• Practice operations experience within an accountancy or advisory firm.
• Exposure to professional body practice requirements (ICAEW/ACCA or equivalent).
• Strong understanding of compliance frameworks in regulated practices.
• Experience implementing internal systems, process improvement and staff coordination.
• Excellent communication with partners, clients and staff at all levels.
• Ability to manage sensitive HR matters with discretion.
• Highly organised, proactive, and solutions-driven.

Desirable

• Project management or business operations qualification/experience.
• Experience supporting business growth and marketing initiatives.

Core Competencies

• Leadership & Influence
• Process & Continuous Improvement
• Compliance Mindset
• Client Service Focus
• Resilience & Discretion

What’s on Offer

• Competitive salary aligned to experience.
• Opportunity to shape firm-wide processes.
• Supportive leadership team.
• Collaborative environment within a growing, client-focused practice.