Job Description

About the role

TaxAssist Accountants Edinburgh East are looking for an Operations Manager to take ownership of the day-to-day running of the practice across our four shopfront locations.

This is a hands-on operational role. You will be responsible for making sure the business runs smoothly, clients are looked after properly, and key administrative, compliance and financial processes are kept on track.

This role will suit someone who enjoys operational responsibility, likes having visibility across the whole business, and takes pride in things being done properly. It is not a strategic or people-management role, and it is not a stepping-stone position. You will be central to how the practice operates day to day.

You will work closely with the business owner and the wider management team, and once fully established in the role, you will be encouraged to help improve efficiencies and systems, including through better use of automation.

Key responsibilities

Prospects and clients

Managing prospect packs, database and no-show follow-ups Overseeing new client onboarding, including TaxCalc setup, registrations and agent authorisations Company incorporations and initial compliance processes Handling professional clearance and client disengagement processes

Client payments

Managing client payments - issuing invoices, receiving payments, oversight of potential cash and helping ensure team reach targets. Managing direct debits, including set-ups, amendments, and cancellations. Reviewing credit card reconciliations and cash reports

Limited company compliance

Coordinating limited company accounts and corporation tax processes Managing e-signs, submissions and confirmation statements Dealing with company closures

KPI reporting

Preparing and reviewing weekly and monthly KPI reports Monitoring targets and highlighting trends or issues

Office and practice administration

Preparing and managing rotas across four offices Coordinating repairs and maintenance Managing alarms, inbound voicemails and office signage Handling address changes across TaxCalc, HMRC, Companies House, VAT and payroll systems Co-ordinating tax return reminders throughout the year

Team support and onboarding

Supporting new employee onboarding and training administration Managing team birthdays and work anniversaries

What we're looking for

Experience in practice management or a senior operational role within accountancy or professional services Strong organisational skills and attention to detail Confidence managing multiple processes and priorities at once Comfortable taking ownership and seeing tasks through properly Proactive, calm under pressure and people-focused

What we offer

30,000 - 38,000 salary depending on experience 50 days paid annual leave per year Monthly Development Days dedicated to learning and improvement Support with personal and professional development Employee assistance scheme Use of company pool car (subject to insurance) Involvement in volunteering and fundraising for Cash for Kids Part of the TaxAssist franchise network supporting over 70,000 small businesses across the UK

Working pattern

This is a full-time office based role working 9am-5pm, Monday to Friday.
The role is based across our four locations in Dalkeith, Easter Road, Fairmilehead and Musselburgh. Once established, most team members typically work across two to three offices per week.

Job Types: Full-time, Permanent

Pay: 30,000.00-38,000.00 per year

Benefits:

Additional leave Casual dress Company events Company pension Employee mentoring programme Health & wellbeing programme Paid volunteer time Sick pay
Work Location: In person