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Accountancy Practice Administrator – Compliance & Operations: UK ACCOUNTING PRACTICE EXPERIENCE ESSENTIAL

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6 Sept 2026 by BO-SMART

Accountancy Practice Administrator – Compliance & Operations: UK ACCOUNTING PRACTICE EXPERIENCE ESSENTIAL

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Job Description

We are looking for an experienced Accountancy Practice Administrator – Compliance & Operations to support the day-to-day running of a growing UK accounting practice.

This is a varied and hands-on role covering client administration, compliance, document and workflow management, financial administration, practice operations and business development support.

The successful candidate will have previous experience within a UK accountancy practice or professional services environment and will be highly organised, detail-oriented and confident managing multiple clients, deadlines, documentation and stakeholders.

Responsibilities

Client & Practice Administration
Coordinate day-to-day administration for clients, Partners and accounting teams.
Maintain accurate client records and practice documentation.
Support client onboarding and engagement processes.
Manage client correspondence and follow up on outstanding information.
Coordinate meetings, actions, deadlines and follow-ups.
Maintain confidential client information and records.
Compliance & Regulatory Support
Maintain accurate compliance and regulatory documentation.
Track statutory and regulatory deadlines.
Assist with Companies House administration and company information.
Maintain audit-ready records for compliance reviews and audits.
Support ICAEW-related documentation and requirements.
Identify outstanding compliance information and proactively follow up.
Ensure documentation is complete, accurate and up to date.
Document & Workflow Management
Prepare, format and proofread client and management documentation.
Maintain structured digital filing systems and client records.
Coordinate documents through e-signature and approval processes.
Track workflows, deadlines and outstanding actions across client matters.
Improve and standardise administrative processes and documentation.
Ensure confidential information is securely maintained.
Financial Administration
Assist with accounts administration, reconciliations and financial record keeping.
Process expenses and support billing and invoice administration.
Assist with bookkeeping and general accounting administration where required.
Monitor outstanding client information and financial matters.
Prepare financial and operational information for Partners and senior management.
Practice Operations
Provide administrative support to Partners, accountants and compliance teams.
Coordinate internal meetings, leadership forums and business events.
Assist with office administration, suppliers and operational requirements.
Support staff onboarding and administrative setup.
Coordinate training and internal administrative requirements.
Act as a central point of coordination between clients, accountants, compliance teams and leadership.
Business Development Support
Maintain client and prospect information.
Support business development pipelines and client onboarding activity.
Assist with proposals, presentations and tender documentation.
Coordinate follow-ups with prospective clients.
Support client communications, events and business development activities.

Required Skills

Previous experience working within a UK accountancy practice or professional services environment – ESSENTIAL.
Strong understanding of the administration and operational requirements of a UK accounting practice.
Experience supporting Partners, accountants, compliance teams and/or senior leadership.
Proven ability to manage multiple clients, workflows, deadlines and competing priorities.
Experience with Companies House and statutory administration.
Experience maintaining compliance documentation and audit-ready records.
Strong document management and administrative skills.
Experience supporting client onboarding and maintaining client information.
Financial administration and bookkeeping experience.
Excellent written and verbal English communication skills.
Exceptional attention to detail and organisational skills.
Ability to handle confidential and sensitive information with discretion.