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Client Manager

Workforce Staffing

Bromsgrove

On-site

GBP 35,000 - 50,000

Full time

9 days ago

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Job summary

Join a growing accountancy firm as a client manager, where you will play a key role in delivering high-quality financial services. This position offers the chance to manage your own client portfolio and work closely with a supportive team. You will engage in impactful advisory work while benefiting from clear progression pathways and a culture focused on professional development.

Benefits

Generous pension contributions
Flexible working arrangements
Clear progression pathways & ongoing training
Supportive culture focused on learning and career development

Qualifications

  • At least 2 years post-qualification experience in practice.
  • Proficient in Microsoft Outlook, Word, and Excel.
  • Experienced with accounting software such as Xero, QuickBooks, etc.

Responsibilities

  • Review financial statements and prepare tax returns.
  • Draft advisory reports in collaboration with senior staff.
  • Mentor junior associates and manage a client portfolio.

Skills

Client management
Financial advisory
Analytical skills
Team management

Education

ACA/ACCA or equivalent

Tools

Xero
Microsoft Excel

Job description

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  • Generous pension contributions beyond the statutory minimum
  • Flexible working arrangements
  • Clear progression pathways & ongoing training
  • Supportive culture focused on learning and career development

Overview:
Join a dynamic and forward‑thinking accountancy firm experiencing impressive organic growth! We are looking for a client manager, you will play a pivotal role in delivering high‑quality financial services and advice to a diverse client portfolio. This position offers the opportunity to work closely with an energetic senior leadership team, helping to shape the future of the firm while advancing your own career

Why this role is exciting

  • Be part of a thriving practice expanding through client success and internal innovation.
  • Take responsibility for your own client portfolio, working autonomously yet supported by a collaborative and knowledgeable senior team.
  • Provide truly impactful advice—transforming financial processes, systems, and outcomes for clients.
  • Join a firm culture that values professional development, mentorship, and flexible working.

Key Responsibilities

  • Review financial statements (company & sole trader) and prepare corporation tax returns.
  • Draft tailored advisory reports in collaboration with Senior Managers and Directors.
  • Oversee annual personal tax filings and advise clients accordingly.
  • Ensure high-quality financial statement disclosures.
  • Serve as the primary contact for a dedicated portfolio of clients.
  • Guide clients on deadlines and compliance requirements across Accounts, Tax, VAT, Payroll, and Company Secretarial.
  • Foster strong client relationships and field ad hoc financial queries.
  • Assist clients with the design and deployment of internal systems and accounting software.
  • Confidently explain tax and financial matters to reassure and inform clients.
  • Mentor and support senior associates and supervisors to help them grow.

About You

  • ACA, ACCA (or equivalent) qualified with at least 2 years’ post‑qualification practice experience.
  • Proven ability to manage your own client portfolio independently.
  • Strong technical grounding—committed to staying up‑to‑date with professional standards.
  • Proficient in Microsoft Outlook, Word, and Excel.
  • Experienced with Xero; familiarity with Iris, Alpha, QuickBooks, and Sage 50 is a plus.
  • Technically savvy, self-motivated, and adaptable in new or evolving contexts.
  • Excellent people skills—team‑oriented and able to inspire junior staff.
  • Meticulous under pressure with outstanding analytical and research abilities.

Ready to take the next step?
If you're eager to contribute to an upbeat, growth-led accountancy practice and advance your career within a supportive environment, we would love to hear from you contact Louisa Morgan on 015273901258/ 07808 773787 or contact me via email lmorganweareworkforce.co.uk

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