Assistant Client Manager

Workforce Staffing Ltd; West Midlands Combined Authority; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prominent accountancy firm in Worcestershire is looking for an Assistant Client Manager to manage client portfolios, support tax compliance, and mentor junior staff. This role requires ACA/ACCA qualification and at least 2 years of experience. The firm offers a competitive salary, a comprehensive benefits package, and opportunities for career progression in a supportive work environment.

Benefits

25 days annual leave plus bank holidays

Pension contributions above statutory minimum

Health plan benefits

Relaxed working environment

Supported study and CPD opportunities

Qualifications

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

Responsibilities

• Review bookkeeping and VAT returns.
• Support preparation of annual financial statements.
• Manage a small client portfolio.

Skills

Financial reporting

Client service

Tax compliance

Proficient in Microsoft Office Suite

Experience with Xero accounting

Education

ACA / ACCA qualified or equivalent

Tools

Xero

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)