Mixed Tax Manager - OMB Clients

Clark Wood - Tax Recruitment; Worcester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A dynamic firm of Chartered Accountants in Worcester is seeking a Mixed Tax Manager to oversee a diverse client portfolio. This client-facing role is ideal for an experienced professional with expertise in Accounts and Tax, managing primarily owner-managed businesses and SMEs while mentoring junior staff. The position offers career progression, study support, and the chance to work in a collaborative team environment. Candidates with ACA, ACCA, or AAT qualifications, along with strong client relationship skills, are encouraged to apply.

Benefits

Career progression within a supportive firm

Study support for professional qualifications

Opportunity to work with varied portfolios

Collaborative team environment

Qualifications

• ACA/ACCA qualified preferred; AAT qualified or Qualified by Experience (QBE) considered.
• Strong experience in a client‑facing accounts and tax role.
• Experience managing SMEs and owner‑managed business clients.
• Proficient in preparing personal and corporate tax returns.
• Excellent organisational, communication, and client relationship skills.

Responsibilities

• Manage and oversee a portfolio of owner‑managed businesses and SMEs.
• Prepare and review statutory accounts for limited companies, partnerships, and sole traders.
• Complete personal and corporate tax returns accurately and on time.
• Provide guidance and support to junior team members.
• Maintain strong client relationships, ensuring excellent service delivery.
• Identify opportunities for advisory work within the client portfolio.

Job description

Mixed Tax Manager – Worcester, Worcestershire

Independent Chartered Accountants | SME & OMB Focus | Career Progression

Our client, a dynamic firm of Chartered Accountants in Worcester, specialises in supporting small and medium‑sized owner‑managed businesses (OMBs). They are currently seeking an Accounts & Tax Manager to oversee a diverse client portfolio and ensure the accurate and timely completion of all compliance work.

Role Overview This is a client‑facing role ideal for an experienced professional with expertise in Accounts and Tax. You will manage a portfolio primarily comprising OMBs and SMEs, delivering high‑quality service while supporting and mentoring junior staff where required.

Key Responsibilities

• Manage and oversee a portfolio of owner‑managed businesses and SMEs
• Prepare and review statutory accounts for limited companies, partnerships, and sole traders
• Complete personal and corporate tax returns accurately and on time
• Provide guidance and support to junior team members
• Maintain strong client relationships, ensuring excellent service delivery
• Identify opportunities for advisory work within the client portfolio

Candidate Requirements

• ACA/ACCA qualified preferred; AAT qualified or Qualified by Experience (QBE) considered
• Strong experience in a client‑facing accounts and tax role
• Experience managing SMEs and owner‑managed business clients
• Proficient in preparing personal and corporate tax returns
• Excellent organisational, communication, and client relationship skills

What’s on Offer

• Career progression within a supportive and forward‑thinking firm
• Study support available for candidates pursuing professional qualifications
• Opportunity to work with a varied portfolio of SMEs and OMBs
• Collaborative and professional team environment

If you are an experienced Accounts & Tax professional looking for a new challenge in Worcester, please contact Will Langdon at Clark Wood:

📧 [e-mail]
📞 07920 557121

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