Job Description

An opportunity has arisen within the TaxAssist Support Centre for a Practice Development & Learning Manager to join our expanding team based in Norwich on the Broadland Business Park.

Have you been working in practice for a number of years, but feel frustrated with being measured solely on financial metrics?

Do you enjoy the variety of meeting different clients and building meaningful relationships?

Are you driven by the opportunity to make a positive impact of people's lives?

Then the Operations Department of TaxAssist Accountants would like to speak with you.

We are looking to expand the Departments and need your skills to continue our work around three core areas with our network:

Core areas

Improving profitability

Driving up sales through better pricing and sales techniques, identifying cross-selling and upselling opportunities, improved margins through strong processes, adoption of technology and automation and the sharing of best practice.

Client centric

Giving clients outstanding service and the tools and information they need to achieve their goals.

Shared success

Empowering staff within the network to achieve their potential.
You'll play a pivotal role in supporting the leadership of our Training Academy--an exciting opportunity to help shape the learning journey of our network and make a real impact on how we grow, develop, and empower our people.

With support from our Technical team, you'll identify training needs and bring them to life by coordinating impactful courses with internal experts and trusted external partners. You'll be the driving force behind our Technical Update Days, ensuring they're relevant, well-attended, and continuously improved through feedback.

From managing the training budget to developing fresh content and delivering sessions yourself, you'll play a hands-on role in empowering franchisees and their teams.

Working in the TaxAssist Group

This is an excellent opportunity for a capable individual who enjoys working as part of a team to deliver excellent client service. The ideal candidate will be looking to develop their skills in a rapidly growing and dynamic business.

Experience the rewarding and varied nature of working with a range of businesses units and individuals in a friendly supportive atmosphere.

Work for an employer who invests in career development with opportunities for growth and development.

TaxAssist are a Great Place to Work certified employer (2024).

RESPONSIBILITIES

TATA:

With the support of Technical, identify training needs in the network

Co-ordinate courses with external suppliers/ Support Centre staff

Arrange Technical Update Days, liaising internally and externally with suppliers and monitoring feedback.

With the support of Technical, maintain relations with the institutes, encouraging qualifications and overcoming practising certificate issues

Plan and co-ordinate the year ahead training programme

Managing existing TATA courses, adding new courses, monitoring attendance and publishing Prospectus.

Help manage TATA budget.

Assist Inbound with vetting of leads and provide training where required

Develop and write training materials

Deliver training to franchisees and staff

Practice Capabilities:

Creating and responding to tickets Creating and maintaining relevant content on the Support Site and Weekly Email such as user guides and best practice processes Design, deliver and maintain training on software features and functionality; making sure it's wrapped around our best practice processes Identifying areas for improvement within the software stack or our best practice processes Developing and maintaining a working knowledge of our areas of the software stack Actively promoting our areas of the software stack Proactively seeking the resolution of reported issues Maintain ongoing relationships with software partners Being an escalation point for Tickets from the network Support with account management for software houses, outsourcers and others determined by HOGPC Actively promote Resourcing by TaxAssist + other outsourcers Actively promote our software stack Designing and maintaining our best practices and processes Liaising with other Teams, in particular Technical, FDMs Supporting the team with their Responsibilities

GENERAL MINIMUM JOB STANDARDS & RESPONSIBILITIES

1.

Quality of work:

accuracy, thoroughness, completeness. Can be relied upon to ensure tasks are completed to a high standard and in good time. Proficient in Office 365.

2.

Communication:

strong skills both verbal and written. Skilled and active listener able to understand needs and concerns of clients, advisors and colleagues. Able to build trust and rapport by applying tone, style and appropriate language to communications.

3.

Teamwork:

Is a positive and effective team player. Treats colleagues with dignity and respect. Communicates issues or problems within the team and with Management as necessary. Enjoys working in a busy and diverse service environment and being part of a dynamic and growing team.

4.

Administration:

Sets own goals and checks processing is accurate and timely. Raises issues promptly, follows up on outstanding tasks and ensure complete and accurate records.

PERSON SPECIFICATION & SKILLS REQUIREMENTS

Technology plays a huge part in an efficiently run accountancy practice, and our core current tech stack currently consists of TaxCalc, Dext, Ignition, Xero and Quickbooks Online. Experience with these products is handy, but not essential. Training will be provided, and it's about the function these products perform; rather than a detailed working knowledge of them.

We need each other

The two key attributes we need in this role are a strong practice background and having the right personality. We need someone that is a good fit with our small teams and can liaise effectively with our franchisees and their staff.

Life in practice has likely made you feel burnt out and disenfranchised by targets, timesheets and deadlines. At TaxAssist, you will be our passionate evangelist, who cares about shared success and making a positive difference to others. You're comfortable communicating in different mediums.

You're a born trouble-shooter, and take a lean and practical approach. You'll have some commercial awareness and the ability to see the bigger picture.

Sometimes you'll work alone, sometimes within the team, sometimes with the wider TaxAssist teams, and always have your managers Jo Nockels and Samantha Skying to support. You'll enjoy collaborating with other teams when a project requires it.

Qualifications

A strong background in accountancy - minimum of 5 years in practice

ACA or ACCA qualified or QBE

Job Types: Full-time, Permanent

Pay: 40,000.00-55,000.00 per year

Benefits:

Company events Company pension Employee discount Financial planning services Free flu jabs Free parking Gym membership Health & wellbeing programme Life insurance Referral programme Sick pay Work from home
Application question(s):

ACA or ACCA Qualified or QBE Minimum of 5 Year Accountancy Practice Experience
Work authorisation:

United Kingdom (required)
Work Location: In person