Assistant Manager - practice (medical accounts)

Accounts Assistant Manager

Location: Chard Somerset

A well-established and forward-thinking accountancy practice with a reputation for delivering exceptional client service across the South West is recruiting for a proactive and detail-oriented Assistant Manager to join their dynamic team and take ownership of a diverse client portfolio. The position is full time, 37.5 hours per week.

About the Role

As an Assistant Manager, you will play a key role in managing and preparing accounts and tax returns for your own portfolio of clients - this will be across medical / healthcare clients. You’ll be the trusted point of contact for those clients, ensuring they receive exceptional service while supporting the wider team and directors.

What You’ll Be Doing

As a key member of our team, you’ll be responsible for managing client relationships and ensuring high-quality service delivery. Your day-to-day will include:

• Managing a portfolio of clients: Acting as their primary point of contact and building strong professional relationships.
• Preparing accounts, tax, and VAT returns: Handling queries with accuracy and confidence.
• Liaising with directors: Seeking guidance on complex matters before taking action.
• Drafting client correspondence: Preparing letters and documentation for director approval.
• Billing responsibilities: Raising fees promptly and professionally.
• Supporting directors: Assisting with ad-hoc tasks as required.
• Mentoring junior staff: Providing coaching, training, and day-to-day support.
• Reviewing accounts prepared by others: With director support as part of your development.
• Liaising with external stakeholders: Helping resolve straightforward issues as your confidence grows.
• Undertaking additional duties: Supporting the smooth running of the department

What We are Looking For

•  Experienced in accountancy practice (ideally ACA/ACCA qualified or part-qualified)
•  Organised, deadline-driven, and able to manage multiple priorities
•  Comfortable working independently and collaboratively within a team
•  Proficient in accounting software and Microsoft Office tools

Why Join?

We are a well-established firm with a reputation for quality and client care. You will be part of a supportive team, with opportunities to develop and grow professionally.

We provide staff with a wide range of benefits, including private medical insurance, company pension, flexible schedule, on-site parking, sick pay, wellness programmes and company events, hybrid working.

Retaining a loyal team of staff is key to providing continuity of service to our clients who appreciate dealing with individuals who have built up a good relationship with them and have a detailed knowledge of their business.

You will be joining a relaxed and friendly culture and laid back environment with a family feel.