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For Companies At a Glance
- Tasks: Manage client portfolios, support junior staff, and provide financial advice.
- Company: A niche accountancy firm in Worcestershire with a modern work-life balance.
- Benefits: Competitive salary, 25 days leave, health plan, and career progression.
- Why this job: Join a supportive team and make a real impact on clients' financial decisions.
- Qualifications: ACA/ACCA qualified or equivalent with at least 2 years of experience.
- Other info: Dynamic environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
What s on Offer
- Competitive salary, based on experience.
- 25 days annual leave plus bank holidays
- Pension contributions above the statutory minimum.
- Health plan benefits.
- Parking permit.
- Supported study and CPD opportunities.
- Clear career progression pathway to senior management.
- Relaxed, professional working environment with a modern approach to work-life balance
A well-established, niche accountancy firm based in the heart of Worcestershire is seeking a talented Assistant Manager to join its growing Business Management team.
This is an exciting opportunity for a finance professional who enjoys working closely with clients, managing a small portfolio, and supporting junior team members all within a supportive and forward-thinking practice environment.
Role Overview
As an Assistant Manager, your key responsibilities will include:
- Reviewing bookkeeping, VAT returns, and management accounts.
- Supporting the preparation and filing of annual financial statements and corporation tax returns.
- Preparing personal tax returns and understanding individual tax compliance.
- Managing the day-to-day affairs of a small client portfolio as their main point of contact.
- Liaising with clients to ensure all deadlines and requirements are met.
- Drafting financial and tax advice with support from senior team members.
- Building trusted relationships with clients and supporting their financial decision-making.
- Assisting clients in developing internal systems, controls, and accounting software.
- Contributing to the improvement of internal processes and practice efficiency.
- Providing guidance and mentoring to junior staff.
- Delivering or supporting internal training sessions.
Qualifications & Experience
- ACA / ACCA qualified (or equivalent) or qualified by experience.
- Minimum of 2 years post-qualification experience, ideally within a public practice setting.
- Strong foundation in financial reporting, tax compliance, and client service.
- Proven experience working with a range of clients and managing deadlines effectively.
Technical Skills
- Proficient in Microsoft Office Suite particularly Outlook, Word, and Excel.
- Confident using Xero accounting software.
- Experience with other accountancy platforms such as IRIS or Sage is advantageous.
- Strong general awareness of technology and its role in modern accountancy.
- Committed to keeping technical knowledge up to date.
A Firm That Invests in its People
This is a fantastic opportunity to join a boutique accountancy practice that offers personalised service to a diverse client base from entrepreneurs and creatives to professional service providers. If you re looking for a role where your contributions are valued and your growth is supported, we d love to hear from you.
To apply
Please submit your CV to (url removed) or if you want to have a chat about this role in more detail, please contact me on (phone number removed)
#J-18808-Ljbffr
Assistant Client Manager employer: Workforce Staffing Ltd
Contact Detail:
Workforce Staffing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know someone at the firm. A friendly chat can sometimes lead to a referral, which is always a bonus!
✨Tip Number 2
Prepare for the interview by researching the company and its clients. Show us that you understand their niche and how you can contribute to their success. Tailor your answers to reflect their values and needs.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Assistant Client Manager. Highlight your client management skills and any relevant software knowledge, like Xero or Sage.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can keep you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit!
We think you need these skills to ace Assistant Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences mentioned in the job description. Highlight your qualifications, especially your ACA/ACCA status and any relevant experience in public practice. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our needs. Don’t forget to mention your client management experience and your approach to supporting junior staff.
Showcase Your Technical Skills: We’re looking for someone proficient in Microsoft Office and Xero, so make sure to highlight your technical skills. If you have experience with other accounting platforms like IRIS or Sage, include that too. It’ll help us see your versatility!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Workforce Staffing Ltd
✨Know Your Numbers
Brush up on your financial reporting and tax compliance knowledge. Be ready to discuss specific examples from your experience, especially how you've managed client portfolios or handled bookkeeping tasks. This will show that you’re not just familiar with the concepts but can apply them in real-world scenarios.
✨Showcase Your Client Management Skills
Prepare to talk about how you've built relationships with clients in the past. Think of a few success stories where you helped clients make informed financial decisions or improved their internal systems. This will demonstrate your ability to be the main point of contact and support their needs effectively.
✨Familiarise Yourself with Technology
Since the role requires proficiency in accounting software like Xero, make sure you can discuss your experience with it and any other platforms you’ve used. If you’ve implemented new technology or improved processes, share those examples to highlight your tech-savvy approach.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm’s culture, career progression opportunities, and how they support ongoing training. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
