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Practice Manager

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Practice Manager

Job Description

The Practice Manager, working from our Shared Service Centre in Crewe, will be responsible for ensuring the achievement of a seamless working partnership between the shops, the Shared Service Centre team, the clients and the third party providers.  The Practice Manager will oversee the client set-up and work delivery processes. The incumbent will be responsible for ensuring the new clients are fully set up and the client is scheduled in line with agreed timelines. This includes reporting to the Directors of process effectiveness and service delivery performance against targets and making recommendations to improve processes.This is a full-time position.

Key Requirements


  • Developing a good knowledge of Beans, its services (both in house and by third party providers). Ensure that the Client Set-Up process is functioning effectively.
  • Schedule work delivery as agreed with client
  • Own the monthly work schedule plan for the practice and manage all delivery risks
  • Manage the practice cash flow and income and expense projections with input from shop fronts and the SSC manager
  • Assign an Accountant to a client in liaison with Manager of Shared Service Centre.
  • Timely Invoicing and collection of fees including internal reporting and analysis via Twinfield software.
  • Monitor delivery of work against schedule.
  • Track and report effectiveness of client set-up.
  • Ensure processes are operating for the safe and secure keeping and transfer of client records whilst in Beans custody.
  • Develop and implement the SSC and shop front accountant timesheet system and ensure timely and accurate submission and internal reporting processes.
  • Support the review of the performance of Meeters and Greeters in shops throughout the year including the management of the appraisal process.
  • Development of staff competencies in line with plan requirements.
  • Purchase and use of consumables.
  • In consultation with the Partners, determination of goals and objectives for the practice for (1-3) years.
  • Develop strategies for change and growth.
  • Development and maintenance of equipment registers, including depreciation schedules.
  • Schedule and ensure routine and non-routine maintenance of equipment.
  • Develop and maintain appropriate Practices and Procedures for the business in relation to client set-up and service delivery.
  • Interact with and influence a range of contacts at all levels inside and external to the practice to provide advice, explanation or gain commitment on specific issues verbally and in writing.
  • Adhere to Company health and safety policies and practices.
Person Specification

Skills, Knowledge and Experience


  • Experience in a similar role in a professional practice, ideally in accountancy
  • Awareness of the provisions of the Data Protection Act and be able to apply these within the organisation
  • Microsoft Office [Word, Excel, Outlook] to at least Intermediate level
  • Excellent organisational skills
  • Excellent verbal and written communication skills: Ability to challenge business partners in a diplomatic manner
  • Excellent time management, people management and organisational skills
  • Meticulous attention to detail and tenacity around processes such as timesheet management
  • Professional and amenable at all times
  • Self-motivated and enthusiastic
  • Ability to work under pressure and meet targets and deadlines
  • Able to work in a busy office environment that often demands high levels of concentration
  • Able to respond effectively to changing priorities
  • Able to manage high volume workload
  • Able to work effectively with minimal management guidance/supervision
  • Willingness to accept responsibility
  • Excellent customer relationship skills
  • A commitment to delivering the best possible customer service
  • Being able to maximise customer satisfaction
  • Is readily adaptable to changes in working procedures and practices and is open to opportunities to improve own skills
  • Flexible attitude to cover other tasks


  • Knowledge of Payroll functions and procedures
  • Accounting and/or book keeping training or qualification

The duties and responsibilities of this job description are not exhaustive, and the post -holder will be required to perform additional duties and responsibilities over and above those defined to meet the needs of the business.