Assistant Client Manager

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

Job summary

A well-established accountancy firm in Worcestershire is seeking an Assistant Manager to manage client portfolios and support junior staff. The role involves reviewing financial documents, providing tax advice, and fostering client relationships. Ideal candidates are ACA/ACCA qualified with a minimum of 2 years experience in a public practice setting. This position offers a competitive salary and opportunities for career progression.

Benefits

Competitive salary

25 days annual leave plus bank holidays

Pension contributions above statutory minimum

Health plan benefits

Parking permit

Supported study and CPD opportunities

Career progression pathway

Qualifications

• ACA / ACCA qualified or equivalent, or qualified by experience.
• Minimum of 2 years post-qualification experience in public practice.
• Strong foundation in financial reporting, tax compliance, and client service.

Responsibilities

• Review bookkeeping, VAT returns, and management accounts.
• Manage a small client portfolio as the main contact.
• Draft financial and tax advice with senior support.

Skills

Financial reporting

Client service

Tax compliance

Managing deadlines

Education

ACA / ACCA qualified or equivalent

2 years post-qualification experience

Tools

Microsoft Office Suite

Xero accounting software

IRIS or Sage

Job description

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)