Accounts Assistant Manager/Manager

PKF FRANCIS CLARK; Truro; On-site; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Group pension

Life assurance

Health plan

Cycle to work

Gym discounts

Mental wellbeing support

Volunteer day

Job summary

PKF Francis Clark in the South West is looking for an Assistant Manager / Manager in our Business Advisory team to manage client relationships, lead assignments and develop future talent.

You will oversee accounts, tax and advisory services for a diverse client portfolio, review work, coach juniors, and help grow the firm with proactive business advice.

Join a collaborative, hybrid-working culture with strong wellbeing and development opportunities and a commitment to client service.

Qualifications

• Qualified ACA/ACCA (or equivalent) with public practice experience.
• Experience managing a portfolio of clients and reviewing work.
• Strong technical knowledge across accounts, taxation and advisory services.

Responsibilities

• Manage a portfolio of clients and build strong relationships.
• Review year-end accounts, management accounts, forecasts, tax computations and VAT returns.
• Lead client assignments ensuring on-time delivery within budget.
• Provide proactive business and financial advice to clients.
• Coach and develop junior team members and support their development.
• Support Partners with meetings and business development activities.

Skills

Relationship building

Communication

Leadership

Financial advisory

Budget management

Education

ACA/ACCA qualified

Tools

Accounting software

Job description

In a nutshell

Take the next step in your career with a varied and rewarding role where you'll play a key part in managing client relationships, leading assignments, and developing future talent.

As an Assistant Manager / Manager within our Business Advisory team, you'll oversee the delivery of accounts, tax and advisory services for a diverse portfolio of clients. You'll provide trusted advice, identify opportunities to add value, review the work of others, and support the development of junior team members, whilst helping to drive the success of both our clients and the wider team.

Join a collaborative and forward-thinking firm where you'll have the autonomy to make an impact, build lasting client relationships, and continue developing your leadership and technical expertise.

What you'll be doing day to day

• Manage a portfolio of clients, building strong relationships and acting as a trusted point of contact
• Review year-end accounts, management accounts, forecasts, tax computations and VAT returns prepared by junior team members
• Lead client assignments, ensuring work is delivered to a high standard, on time and within budget
• Provide proactive business and financial advice to clients, helping them achieve their objectives
• Identify opportunities to deliver additional services and work collaboratively with colleagues across the wider firm
• Monitor assignment performance, budgets and profitability, taking action where required
• Review financial information and provide meaningful insights to support client decision‑making, planning and growth
• Resolve technical and client‑specific issues, escalating where appropriate and recommending practical solutions
• Support Partners and Directors with client meetings, proposals and business development activities
• Lead, coach and develop junior team members, providing regular feedback and supporting their professional developmentContribute to improving processes, efficiencies and ways of working across the team

About you

• ACA / ACCA qualified (or equivalent)
• Significant experience within a public practice environment, including managing a portfolio of clients
• Strong technical knowledge across accounts preparation, taxation and business advisory services
• Experience reviewing work and providing technical guidance to more junior team members
• Proven ability to manage multiple assignments and competing priorities effectively
• Strong relationship‑building skills, with confidence communicating and influencing at all levels
• Commercially aware, with the ability to identify opportunities to add value for clients and the wider business
• Comfortable leading client meetings and acting as a trusted adviser
• Proactive, organised and able to work independently while supporting others
• Positive, collaborative and committed to delivering an exceptional client experience

Why work at PKF Francis Clark

As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a wide range of opportunities to develop your career in the way that’s right for you.

Established in 1919, we’ve grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.

We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.

For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces, rising to 6th out of 100 large organisations.

We’re a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services. These rankings are compiled by Great Place to Work, based on confidential, independent feedback from our people. In addition, we’re one of The Sunday Times Top 100 Apprenticeship Employers.

Being a Certified B Corp means we’re held to high standards for environmental and social performance. We’re independently assessed to ensure we support our people, act responsibly and make long‑term decisions that balance people and planet.

We’re proudly independent, while collaborating internationally through the PKF Global family of firms. Together we’re the 13th largest provider of accountancy services in the UK, with connections to like‑minded advisers in 150 countries.

Your core benefits

Financial wellbeing

• Group personal pension to help you build your future savings through employer and employee contributions
• Group life assurance providing cover up to four times your basic annual salary
• Group income protection available after six months’ service
• Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full‑time education) and the option to add a partner or spouse

Mental wellbeing

• Counselling and emotional support for you and your immediate family
• Virtual GP and second opinion services for you and your immediate family
• Access to trained Mental Health First Aiders for confidential, peer to peer support

Physical wellbeing

• Cycle to work scheme, with the option to purchase a bike and accessories up to £4,000*
• Discounted membership at gyms, pools and studios across the UK
• Digital health and wellbeing tools available through the employee health cash plan
• Support for colleagues experiencing menopause, as part of our Menopause Workplace Pledge, including webinars and a dedicated Microsoft Teams channel for ongoing support

Additional benefits

• Family friendly benefits, including enhanced pay, family leave coaching sessions and a parent network
• The option to buy up to five extra days of holiday (pro rata for part‑time colleagues) *
• One paid volunteering day each year to support local organisations
• Electric vehicle lease scheme (grade and pay criteria apply) *
• Gifts to mark key career and family milestones
• Expert led webinars on mental, physical and financial wellbeing
• Francis Clark Charitable Foundation, offering support for current and former employees experiencing financial hardship

* These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage

Additional information

Please be aware that the job title used internally may not align exactly with the title displayed in this advert