Team Leader

Job Title: Team Leader
Reports to: Tax Director

Position Summary

An experienced accounting practice based in Burgess Hill is actively seeking a Team Leader to lead and oversee the accounting team, ensuring efficient workflow management, high-quality client service, and the delivery of accurate accounting outputs. This role involves providing technical guidance, managing client relationships, and driving continuous operational improvements.

Key Responsibilities

Workflow Management

• Manage the flow of work using the event schedule to ensure deadlines are met.
• Create workflows using templates to clearly communicate job requirements and expectations to the team.
• Delegate tasks effectively and provide regular support and constructive feedback.
• Conduct weekly check-ins with each team member to review progress and offer guidance.
• Support team development through encouragement and by identifying training needs.
• Monitor workflow and reassign tasks as necessary to meet deadlines and capacity demands.
• Identify and implement process improvements within the team and across the client base.

Annual Accounting and Compliance Oversight

• Oversee the production and review of year-end and management accounts for SME limited companies and sole traders.
• Ensure accurate completion of compliance work, including payroll, CIS returns, and basic tax tasks.
• Monitor the accuracy and quality of completed work, addressing any issues proactively.
• Oversee the preparation and review of company secretarial documents and dividend paperwork.
• Collaborate with the Tax Director on complex queries requiring specialist input.
• Ensure all HMRC submissions follow the company’s three-step verification process.

Client Relationship Management

• Manage accounting and basic tax queries, primarily via email, with occasional phone or online communication.
• Proactively understand client needs to maintain high service standards.
• Identify and advise clients on changes in the scope of work and liaise with the director for any related fee adjustments.
• Ensure high client satisfaction through timely and effective communication.

Service and Professional Development

• Identify opportunities for additional services and support their implementation.
• Encourage the team to engage in business development activities and client referrals.
• Build and maintain external networks and referral relationships where relevant.
• Stay up to date with professional requirements through regular CPD and training.
• Support team members’ engagement in their own professional development.

Qualifications and Experience

• Minimum of 5 years’ experience in a UK public practice.
• Proficiency in QuickBooks Online and TaxCalc.

Core Competencies

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• Highly effective client relationship management skills.
• Strong planning and organisational abilities.
• High degree of accuracy, responsibility, and attention to detail.
• Strict adherence to internal procedures.

What We Expect from You

• Prioritise workload effectively and address workflow issues as they arise.
• Reassign jobs when necessary to meet deadlines and team capacity.
• Communicate clearly and in a timely manner with clients.
• Perform well under pressure and meet deadlines consistently.
• Support team members where needed.
• Work with focus and attention to detail.

Personal Attributes

• Excellent work ethic, dedication, and punctuality.
• Initiative, proactive mindset, and strong organisational skills.
• Professionalism and a collaborative team spirit.

Hours of Work

25 hours per week (negotiable), Monday to Friday, with flexibility required to overlap with core business hours.

Salary and Benefits

• £57,000 is the full time equivalent 
• Benefits package; medical insurance, 5% pension contributions, mobile phone 
• 28 days holiday + bank holidays – full time equivalent
• Hybrid / remote working considered for the right candidate (UK only)

General

Our client provides a supportive and inclusive working environment, offering both formal and informal training for all team members.