At a Glance
- Tasks: Manage client accounts and ensure timely delivery of financial documents.
- Company: Dynamic accountancy practice focused on client satisfaction and teamwork.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to mentor juniors and grow within a thriving practice.
- Why this job: Join a collaborative team and make a real impact on client success.
- Qualifications: ACA/ACCA qualified with strong client management skills.
Account Manager
The Role
To manage the day-to-day client administration, preparation, and coordination of client accounts, acting as reliable and professional operational contact for clients and an effective contributor to the wider practice team.
The role ensures work is delivered accurately, on time, and in line with professional and internal standards, while supporting client satisfaction and operational efficiency.
Key Responsibilities
- Client Delivery & Administration
- Prepare accounts, personal and corporation tax returns, VAT returns, in accordance with current legislation and practice procedures.
- Act as a day-to-day point of contact for allocated clients, maintaining professional and timely communication.
- Liaise with administration team and clients to request, receive, and clarify books, records, and supporting information.
- Respond to clients confidently and accurately, escalating complex or sensitive matters appropriately.
- Maintain strong client relationships through clear communication, reliability, and a solutions-focused approach.
- Workflow & Time Management
- Manage assigned jobs to ensure deadlines are met, updating workflow systems accurately and in a timely manner.
- Monitor progress against engagement proposal and flag potential overruns or risks early.
- Provide time sheets in a timely manner for ad hoc work to be billed appropriately.
- Prioritise workload effectively in line with practice deadlines and client commitments.
- Quality & Compliance
- Ensure all work is prepared in line with accounting standards, tax legislation, and internal checklists.
- Take ownership of the accuracy, completeness, and presentation of assigned work before review.
- Address review points promptly and apply learning to future work to reduce rework.
- Team Support & Collaboration
- Support Senior Accountants, Senior Account Managers, and Client Managers with accounts preparation and reviews.
- Share knowledge and best practice with colleagues, contributing to continuous improvement.
- Provide informal guidance to junior team members where appropriate.
- Systems & Process
- Maintain accurate and up-to-date records within practice management and accounting systems.
- Use cloud accounting software efficiently (e. g. Xero), supporting digital workflows and paperless processes.
- Adhere to internal policies, procedures, and data protection requirements at all times.
- Authority & Accountability
- Accountable for the accuracy, quality, and timeliness of assigned client work.
- Authorised to communicate directly with clients on routine matters within agreed scope.
- Escalation of technical, commercial, or client-sensitive issues to senior colleagues as required.
Skills & Experience
- ACA/ACCA qualified (or equivalent) with proven practice experience
- Skilled in managing client relationships with professionalism and confidence
- Experienced in preparing and reviewing accounts and tax compliance work
- A strong communicator who can explain financial information clearly and simply
- A team player who enjoys mentoring and contributing to a positive workplace culture
- Proactive, organised, and keen to contribute to the growth of the practice
- Experience with cloud accounting platforms (e. g. Xero) is highly desirable
Account Manager (Accountancy Practice) in Stourport-on-Severn employer: Evolve Personnel
Evolve Personnel is an excellent employer, offering a supportive work culture that values teamwork and customer service excellence. With a full order book for 2026, employees can look forward to job security and opportunities for professional growth in the thriving Birmingham housing sector. Join us to make a real difference in the community while developing your skills across various trades.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager (Accountancy Practice) in Stourport-on-Severn
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Evolve Personnel. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Account Manager (Accountancy Practice) in Stourport-on-Severn
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Evolve Personnel.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Evolve Personnel's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Evolve Personnel
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Evolve Personnel.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Evolve Personnel will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Evolve Personnel employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
