Sumer

Senior Practice Workflow Manager

Sumer

full-time

Posted on:

Location Type: Hybrid

Location: Belfast • United Kingdom

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Job Level

Senior

About the role

  • 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.

Requirements

  • 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.
Benefits
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
capacity planningworkflow managementperformance insightsprocess improvementclient onboardingAML checksConflict of Interest reviewsbilling processesrevenue processesappraisal cycle management
Soft Skills
clear communicationaccountabilityhigh standardsteam culture improvementleadershipdevelopmentproductivityperformance managementcoachingcollaboration