Own the end-to-end workflow for the Tax team: capacity planning, work allocation, progress monitoring and deadline management.
Run weekly/monthly operational routines (workflow meetings, schedule reviews, billing cycles).
Maintain visibility of deadlines, client commitments and resource bottlenecks; escalate risks early.
Create structure, predictability and improved turnaround times across the team.
Provide Partners with regular insights and reporting on workflow health and operational risks.
Line management duties, ensuring clarity, development, productivity and performance.
Support improvement of team culture; embed Sumer NI’s values and expected behaviours.
Lead by example: clear communication, accountability, high standards and consistent follow-through.
Coordinate the entire appraisal cycle: scheduling, documentation, tracking completion and nudging where needed.
Build and maintain a training plan for all sub-teams and grades; oversee delivery and attendance.
Set up and track coaching sessions (technical and behavioural) to support capability building.
Support Partners and Managers with performance insights and follow-up actions.
Own and improve the full client onboarding workflow for the Tax team, including: AML checks, Conflict of Interest reviews, Letters of Engagement (issue, renewal, tracking), Ensuring all onboarding steps are completed before work commences.

Operational, workflow or practice management experience within professional services (accountancy, legal, consulting, financial services or similar).
Strong experience running day-to-day team operations, workflow, capacity planning and people routines.
Demonstrated success working with senior leaders in a fast-paced environment.
Experience leading or supervising admin or operational staff.
Experience improving processes and implementing change.
Desirable: Knowledge of AML or client onboarding in a regulated environment.
Understanding of WIP, billing and revenue processes.
Experience in an accountancy/tax practice is helpful but not required.
Skills & Behaviours: Commercial mindset with understanding of how operations impact revenue and client service.

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work.
If you need any support during the hiring process, just let us know.
Our values represent what matters most to us and guide how we work every day: We Shine Together, We Do the Right Thing, We Make It Count.
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.

Senior Practice Workflow Manager

Key skills