Practice Operations Manager

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TYPE OF WORK

Full Time

SALARY

Monthly: $880.00 - $1,200.

HOURS PER WEEK

37

DATE UPDATED

Jul 30, 2026

JOB OVERVIEW

Job Purpose

To provide EA and practice administration support, focused on client engagement/workflow (Engager) and AML compliance (Xama), with additional bookkeeping (Xero) and job-tracking support (TaxCalc).
Key Responsibilities

Engager — client engagement & practice management (most important)
• Onboard clients, issue engagement letters, and run the workflow: job phases, deadlines, client portal and chasing outstanding records.
Xama — AML compliance
• Carry out ID verification, risk assessments and PEP/sanctions screening; maintain AML records and escalate concerns to the MLRO.
Xero — bookkeeping
• Process invoices, transactions and bank reconciliations; maintain clean client files and produce standard reports.
TaxCalc — working knowledge only (not accounts production)
• Track job status and filing deadlines and support the accounts team; accounts/tax production remains with the qualified team.
General EA & practice administration
• Diary, correspondence and meeting support; first point of contact for clients; maintain confidentiality and GDPR/AML compliance throughout.

Person Specification

Essential
• VA/EA/PA experience, ideally in professional services or accountancy.
• Practice management/client engagement software experience — Engager experience is a strong advantage.
• Excellent communication, organisation and attention to detail.
• Trustworthy and discreet; experienced working remotely with minimal supervision.
• Hands-on Xero bookkeeping experience.
Desirable
• Direct experience with Xama/other AML tools, or working familiarity with TaxCalc.
• Xero certification.

Personal Attributes

• Proactive and tech-embracing; suggests better ways of working and sees ideas through.
• Resilient — confident voicing an opinion, takes feedback in their stride, and treats mistakes as something to learn from, not avoid.
• Calm and adaptable under deadline pressure.

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