Client Manager

Workforce Staffing Ltd; Birmingham; On-site; GBP 45,000 - 60,000; Full time

Job summary

A prominent staffing agency is seeking a Manager for their Accounts Department in Birmingham. The role involves overseeing financial statements, managing client portfolios, and ensuring compliance with tax regulations. Candidates should have a minimum of 2 years post-qualification experience and relevant qualifications. This position offers competitive salary, 26 days of holiday, and opportunities for professional development.

Benefits

Competitive salary

26 days holiday plus public holidays

Pension contributions

Health plan benefits

Flexible working options

Free parking

Ongoing training and support

Qualifications

• Minimum 2 years post-qualification experience in practice.
• Proven experience managing your own portfolio of clients.
• Self-motivated and proactive, able to apply skills to new scenarios.

Responsibilities

• Review financial statements and trade accounts.
• Oversee tax returns, ensuring accuracy.
• Lead management of client portfolios.

Skills

Post-qualification experience

Client portfolio management

Technical knowledge

Communication skills

Analytical abilities

Education

Professional qualification (ACA, ACCA, or equivalent)

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Xero

QuickBooks

Sage 50

Job description

Job Title: Manager
Team: Accounts Department
Location: Midlands Office
Job Type: Full Time

• Competitive salary
• 26 days holiday plus public holidays
• Pension contributions exceeding the statutory minimum
• Health plan benefits
• Flexible working options
• Free parking at the office
• Clear opportunities for progression within the firm
• Ongoing training and professional development support

Written by: Louisa Morgan, Accountancy and Finance Recruiter
Supported by: Workforce Finance

Key Responsibilities:

• Review company financial statements and sole trade accounts
• Oversee corporation tax returns and ensure accuracy
• Draft advisory notes with the support of Senior Managers and Directors
• Manage annual personal tax filings for clients, ensuring compliance
• Demonstrate a strong understanding of financial statement disclosures
• Lead the management of client portfolios, acting as the primary point of contact
• Communicate with clients regarding deadlines and additional requirements
• Assist Senior Managers and Directors with meeting deadlines for Accounts, Tax, VAT, Payroll, and Company Secretarial tasks
• Collaborate with clients to gather necessary information and ensure timely submissions
• Build and nurture strong client relationships, offering expert advice on financial matters
• Provide guidance on the interpretation of financial results and offer practical advice
• Support clients with the development and implementation of internal systems, controls, and accounting software
• Confidently communicate tax and financial advice to clients, helping them navigate complex issues
• Mentor and support the professional development of junior team members, including senior associates and supervisors

Attributes, Requirements & Skills:

• Minimum 2 years post-qualification experience in practice
• Professional qualification (ACA, ACCA, or equivalent)
• Proven experience managing your own portfolio of clients
• Strong commitment to maintaining high-level technical knowledge
• Proficient in Microsoft Outlook, Word, and Excel
• Software Xero is essential; experience with Iris, Alpha, QuickBooks, and Sage 50
• Strong awareness of technology and its application in accounting and practice management
• Self-motivated and proactive, able to apply skills to new and evolving scenarios
• Excellent interpersonal and communication skills; able to work well within a team and motivate junior staff
• Ability to work under pressure while maintaining focus and accuracy
• Exceptional analytical, research, and problem-solving abilities

Interested? To find out more, contact me or alternatively call