Client Manager

Insite Group; West Midlands; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

26 days' holiday + bank holidays

Enhanced pension contributions

Flexible working options

Free parking

Clear progression opportunities and$9e

Job summary

Insite Group in Birmingham is seeking an experienced Client Manager to own a diverse client portfolio and deliver high-quality advisory and compliance services. You will be the trusted advisor for owner-managed businesses and individuals, coordinating with senior leadership and mentoring junior team members.

The role offers clear progression, strong client exposure, and exposure across accounts, tax, VAT, payroll and company secretarial matters, with flexibility and local Birmingham presence.

Qualifications

• ACA/ACCA qualification with minimum 2 years post-qualification experience in practice.
• Proven experience managing your own client portfolio.
• Strong technical grounding across accounts, tax and financial reporting.
• Confident communicator, comfortable advising and reassuring clients.
• Tech-savvy with Xero experience; Iris, Alpha, QuickBooks or Sage advantageous.
• Self-motivated, analytical and able to perform accurately under pressure.
• Collaborative team player capable of mentoring junior colleagues.

Responsibilities

• Manage a portfolio of owner-managed businesses and individuals as first point of contact.
• Review statutory accounts, sole trader accounts and corporation tax returns.
• Involvement in personal tax compliance and broader private client matters.
• Draft client advice with support from senior leadership.
• Liaise with clients on deadlines, information requirements and ad-hoc queries.
• Support delivery across accounts, tax, VAT, payroll and company secretarial matters.
• Help clients interpret results, improve controls and implement suitable accounting software.
• Coach and support development of senior associates and supervisors.

Skills

Client portfolio management

Statutory accounts

Tax compliance

Financial reporting

Communication

Mentoring juniors

Advisory services

Education

ACA/ACCA qualified

Tools

Xero

Job description

Client Manager (Advisory & Compliance) - Birmingham

Mid-tier Accountancy Practice | Strong progression

A well-established and growing accountancy practice is seeking an experienced, client-facing accountant to join their expanding team and take ownership of a diverse portfolio, play a key role in delivering high-quality advisory and compliance services.

This is a confidential hire, ideal for someone looking to step into a trusted advisor role with clear progression, strong client exposure and the opportunity to influence both clients and junior team members.

The Client Manager role in Birmingham

• Managing a portfolio of owner-managed businesses and individuals, acting as first point of contact
• Reviewing statutory accounts, sole trader accounts and corporation tax returns
• Involvement in personal tax compliance and broader private client matters
• Drafting client advice with support from senior leadership
• Liaising with clients on deadlines, information requirements and ad-hoc queries
• Supporting delivery across accounts, tax, VAT, payroll and company secretarial matters
• Helping clients interpret results, improve controls and implement suitable accounting software
• Coaching and supporting the development of senior associates and supervisors

About You

• ACA / ACCA (or equivalent) qualified with a minimum of 2 years' post-qualification experience in practice
• Proven experience managing your own client portfolio
• Strong technical grounding across accounts, tax and financial reporting
• Confident communicator, comfortable advising and reassuring clients
• Tech-savvy with solid experience in Xero (Iris, Alpha, QuickBooks or Sage advantageous)
• Self-motivated, analytical and able to perform accurately under pressure
• A collaborative team player with the ability to mentor junior colleagues

The Package

• 26 days' holiday + bank holidays
• Enhanced pension contributions
• Flexible working options
• Free parking
• Clear progression opportunities and ongoing technical development

This role is being handled confidentially.
If you'd like to explore further or have an initial off-record conversation, please get in touch directly.