Accounts and Advisory Manager

Bennett and Game Recruitment LTD; Banbury; On-site; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Private healthcare

23 days holiday plus bank holidays

Medical cash plan

Private medical cover

Flexible working policy

Hybrid working

Staff laptop

Job summary

Bennett and Game Recruitment LTD is seeking an Accounts and Advisory Manager in Banbury, Oxfordshire, with hybrid working. The role focuses on managing a diverse client portfolio, delivering high-quality accountancy and tax advisory, and leading a growing team.

ACCA/ACA/CTA qualification and 5+ years in practice are preferred. Benefits include a competitive package (£55,000-£70,000), private healthcare, and a flexible hybrid policy.

Qualifications

• Qualified ACCA/ACA or CTA
• Minimum 5 years experience in accountancy practice
• Portfolio management experience
• Excellent organisational, interpersonal, and communication skills
• Experience in a client facing role with proactive advisory services

Responsibilities

• Client service and portfolio management including meetings with clients and overseeing tax computations
• Deliver technical advisory reporting and ensure high quality advisory outcomes
• Lead and develop the team, conduct reviews, and build a capable, technically strong team
• Drive operational efficiency, workflow management, and ensure quality standards across files
• Identify advisory opportunities within existing and new clients and support partners in complex matters
• Collaborate with teams on firmwide initiatives and technology projects

Skills

Portfolio management

Interpersonal skills

Communication skills

Organisational skills

Client facing experience

Education

ACCA/ACA/CTA qualified

Job description

Job Title: Accounts and Advisory Manager

Location: Banbury, Oxfordshire (hybrid)

Package: £55,000-£70,000, hybrid working, private healthcare, 23 days holiday plus BH

Working hours: Full time, Monday-Friday, Flexible hours

A fantastic position has arisen within an independent top 100 Accountancy Practice, as an Accounts and Advisory Manager. This is a crucial role to this practice, as they look to continue their growth plans within their individual offices.

In this position you will be managing and developing a portfolio of clients through the delivery of high quality accountancy and tax planning. The role is focused on a diverse portfolio of clients, as well as playing a key role in team development. If you are a qualified accountant with strong portfolio management experience this is the role for you

Accounts and Advisory Manager Job Responsibilities

• Client Service & Portfolio management: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service
• Technical Delivery: Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance. Specific technical knowledge required is outlined below.
• Team Leadership & Staff Development: Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team.
• Operational Efficiency & Workflow Management: Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding.
• Business Development: Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the Firms profile
• Firmwide Contribution: Collaborate with other teams and contribute to wider firm initiatives including best‑practice and technology projects.

Accounts and Advisory Manager Job Requirements

• Should be ACCA or ACA or CTA qualified
• Should have a minimum of 5 years experience in accountancy practice
• Must have portfolio management experience
• Excellent organisational, interpersonal, and communication skills
• Experience in a client facing role, and providing proactive planning and advisory services

Accounts and Advisory Manager Salary & Benefits

• Paying from £55,000-£70,000 dependent on experience
• 23 days holiday plus bank holidays
• Medical cash plan
• Private medical cover
• Flexible working policy, as long as you are contactable for 5 core hours, you can start and finish at your leisure
• Hybrid working is available, and a staff laptop is provided
• And more