Client Manager, Advisory & Compliance (Hybrid)

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

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.