At a Glance
- Tasks: Manage a diverse client portfolio and deliver top-notch accounting and advisory services.
- Company: Established accountancy practice in Bromsgrove with a focus on growth and mentorship.
- Benefits: Competitive salary, 26 days holiday, health plan, flexible working, and clear progression opportunities.
- Other info: Join a supportive team with ongoing training and professional development.
- Why this job: Take charge of your own clients while mentoring others and developing your skills.
- Qualifications: ACA/ACCA qualified with at least 2 years' experience managing client portfolios.
The predicted salary is between 45000 - 55000 Β£ per year.
- Client Manager
- Location: Bromsgrove, Midlands
Job Type: Full-time, Permanent
An established and growing accountancy practice based in Bromsgrove is seeking an experienced Client Manager to join their Midlands office.
This is an excellent opportunity for a qualified accountant looking to manage their own client portfolio while playing a key role in mentoring junior team members and supporting senior leadership.
The Role
As Client Manager, you will take ownership of a varied client portfolio and act as the main point of contact, delivering high-quality accounting, tax and advisory services.
You'll work closely with Senior Managers and Directors, contributing to technical work, client advice and team development.
Key responsibilities
- Review company financial statements and sole trader accounts
- Review corporation tax returns
- Draft technical and client-facing advice with support from Senior Managers and Directors
- Oversee personal tax compliance and annual personal tax filings for clients
- Ensure accurate and compliant financial statement disclosures
- Manage and maintain a portfolio of clients, acting as first point of contact
- Liaise with clients regarding deadlines, requirements and queries
- Support Senior Managers and Directors across Accounts, Tax, VAT, Payroll and Company Secretarial deadlines
- Communicate with clients to obtain required information
- Build and maintain strong, long-term client relationships
- Provide ad hoc financial support, including interpretation of results
- Support clients with internal systems and controls, including implementation of accounting software
- Confidently explain tax and financial matters to reassure and advise clients
- Support and mentor senior associates and supervisors
About you
- ACA / ACCA qualified (or equivalent)
- Minimum of 2 years' post-qualification experience within practice
- Proven experience managing your own portfolio of clients
- Strong technical knowledge across accounts and tax, with a commitment to continued development
- Confident using Outlook, Word and Excel
- Strong experience with Xero
- Exposure to Iris, Alpha, Quick Books and Sage 50 desirable
- Technologically aware and comfortable adopting new systems
- Self-motivated with the ability to apply skills to new scenarios
- Strong communication and people management skills
- Ability to work under pressure while maintaining accuracy and focus
- Excellent analytical and research skills
- The package
- Competitive salary
- 26 days' holiday plus public holidays
- Enhanced pension contributions
- Health plan benefits
- Flexible working options
- Free on-site parking
- Clear progression opportunities
- Ongoing training and professional development
For more info, please apply today!
Client Manager in Bromsgrove employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.