Assistant Client Manager

Workforce Staffing Ltd; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A niche accountancy firm in Worcestershire is seeking an Assistant Client Manager to oversee client portfolios, manage tax compliance, and mentor junior staff. The ideal candidate has ACA/ACCA qualification and 2+ years of public practice experience. This full-time role offers competitive salary, flexible working, and a supportive environment for professional development.

Benefits

25 days annual leave plus bank holidays

Pension contributions above the statutory minimum

Health plan benefits

Parking permit

Supported study and CPD opportunities

Clear career progression pathway

Qualifications

• Minimum 2 years post-qualification experience in a public practice setting.
• Strong foundation in financial reporting and tax compliance.
• Proven experience managing deadlines effectively.

Responsibilities

• Review bookkeeping, VAT returns, and management accounts.
• Support preparation and filing of financial statements and tax returns.
• Manage a small client portfolio as their main point of contact.

Skills

Financial reporting

Client service

Tax compliance

Education

ACA / ACCA qualified or equivalent

Tools

Microsoft Office Suite

Xero accounting software

IRIS

Sage

Job description

Assistant Client Manager

Location: Worcestershire | Job Type: Full-Time Permanent | Salary: Competitive + Excellent Benefits Package

What’s on Offer

• Competitive salary, based on experience.
• 25 days annual leave plus bank holidays
• Pension contributions above the statutory minimum.
• Health plan benefits.
• Parking permit.
• Supported study and CPD opportunities.
• Clear career progression pathway to senior management.

• Relaxed, professional working environment with a modern approach to work-life balance

A well-established, niche accountancy firm based in the heart of Worcestershire is seeking a talented Assistant Manager to join its growing Business Management team.

This is an exciting opportunity for a finance professional who enjoys working closely with clients, managing a small portfolio, and supporting junior team members all within a supportive and forward-thinking practice environment.

Role Overview

As an Assistant Manager, your key responsibilities will include:

• Reviewing bookkeeping, VAT returns, and management accounts.
• Supporting the preparation and filing of annual financial statements and corporation tax returns.
• Preparing personal tax returns and understanding individual tax compliance.
• Managing the day-to-day affairs of a small client portfolio as their main point of contact.
• Liaising with clients to ensure all deadlines and requirements are met.
• Drafting financial and tax advice with support from senior team members.
• Building trusted relationships with clients and supporting their financial decision-making.
• Assisting clients in developing internal systems, controls, and accounting software.
• Contributing to the improvement of internal processes and practice efficiency.
• Providing guidance and mentoring to junior staff.
• Delivering or supporting internal training sessions.

Qualifications & Experience

• ACA / ACCA qualified (or equivalent) or qualified by experience.
• Minimum of 2 years post-qualification experience, ideally within a public practice setting.
• Strong foundation in financial reporting, tax compliance, and client service.
• Proven experience working with a range of clients and managing deadlines effectively.

Technical Skills

• Proficient in Microsoft Office Suite particularly Outlook, Word, and Excel.
• Confident using Xero accounting software.
• Experience with other accountancy platforms such as IRIS or Sage is advantageous.
• Strong general awareness of technology and its role in modern accountancy.
• Committed to keeping technical knowledge up to date.

A Firm That Invests in its People

This is a fantastic opportunity to join a boutique accountancy practice that offers personalised service to a diverse client base from entrepreneurs and creatives to professional service providers. If you’re looking for a role where your contributions are valued and your growth is supported, we’d love to hear from you.

To apply

Please submit your CV to (url removed) or if you want to have a chat about this role in more detail, please contact me on (phone number removed).