Client Manager (Accountancy)

Real Energy Limited; Birmingham; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

T&W Accounts in Birmingham seeks a Client Manager (Accountancy) to oversee a portfolio of business clients, serving as their primary contact for day-to-day accounting, tax, and advisory queries. The role is full-time and hybrid, with home-based flexibility part of the week.

You will prepare and review statutory accounts, management accounts, VAT returns, payroll submissions, and corporate and personal tax returns, while advising on budgeting, cashflow and forecasting and supporting business

Qualifications

• Strong technical accountancy skills, including preparation and review of statutory accounts, limited company accounts, VAT returns, payroll, and tax compliance.
• Experience with management accounts, budgeting, cashflow forecasting, and business forecasting to support clients’ strategic financial decisions.
• Proficiency with digital accounting tools and cloud-based software, and confidence working in a technology-enabled environment.
• Excellent client management and communication skills, with the ability to explain complex financial information clearly to business owners and stakeholders.
• Solid organisational and time-management abilities, including managing multiple client deadlines, maintaining accurate records, and working both independently and as part of a team.
• Relevant professional qualification or progression (e.g., AAT, ACCA, ACA, or equivalent experience in practice) and up-to-date knowledge of UK accounting and tax regulations.
• Experience in an accountancy practice environment and a client-focused mindset, with a practical, friendly, and approachable working style.

Responsibilities

• Manage a portfolio of business clients and act as their main day-to-day contact for accounting and advisory queries.
• Prepare and review statutory accounts, management accounts, VAT returns, payroll submissions, and tax returns.
• Provide proactive financial guidance on budgeting, cashflow, and forecasting, and support clients with business planning and financial consultancy.

Skills

Statutory accounts

Tax compliance

VAT returns

Payroll processing

Management accounts

Budgeting

Cashflow forecasting

Cloud accounting tools

Client management

UK accounting regulations

Education

Professional qualification or progression (AAT/ACCA/ACA)

Tools

Xero

QuickBooks

Sage

Job description

Company Description

The team combines deep accounting expertise with a modern, digital-first approach to deliver flexible, efficient, and accessible support. Clients range from start-ups to established companies, benefiting from services such as statutory and limited company accounts, management accounts, payroll, tax, VAT, bookkeeping, and business planning. The firm is known for being approachable, practical, friendly, and thorough, offering clear financial guidance tailored to each client’s needs. Based in Birmingham, T&W Accounts focuses on long-term relationships and high-quality, professional service.

Role Description

The Client Manager (Accountancy) is a full-time, hybrid role based in Birmingham, with flexibility to work from home part of the week. The role involves managing a portfolio of business clients, acting as their primary point of contact for day-to-day accounting, tax, and advisory queries. Responsibilities include preparing and reviewing statutory accounts, management accounts, VAT returns, payroll submissions, and corporate and personal tax returns, ensuring accuracy and compliance with relevant regulations. The Client Manager will provide proactive financial advice on budgeting, cashflow and business forecasting, and support clients with business planning and financial consultancy. The role also includes coordinating work with the internal team, overseeing bookkeeping processes, meeting deadlines, and maintaining strong, professional relationships through clear communication and regular updates.

Qualifications

• Strong technical accountancy skills, including preparation and review of statutory accounts, limited company accounts, VAT returns, payroll, and tax compliance.
• Experience with management accounts, budgeting, cashflow forecasting, and business forecasting to support clients’ strategic financial decisions.
• Proficiency with digital accounting tools and cloud-based software (e.g., Xero, QuickBooks, Sage or similar), and confidence working in a technology-enabled environment.
• Excellent client management and communication skills, with the ability to explain complex financial information clearly to business owners and stakeholders.
• Solid organisational and time-management abilities, including managing multiple client deadlines, maintaining accurate records, and working both independently and as part of a team.
• Relevant professional qualification or progression (e.g., AAT, ACCA, ACA, or equivalent experience in practice) and up-to-date knowledge of UK accounting and tax regulations.
• Experience in an accountancy practice environment and a client-focused mindset, with a practical, friendly, and approachable working style.