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For Companies At a Glance
- Tasks: Manage client portfolios, review financial documents, and support junior team members.
- 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 28800 - 43200 £ per year.
Assistant Client Manager
Location: Worcestershire | Job Type: Full-Time Permanent | Salary: Competitive + Excellent Benefits Package
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 opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by researching the company and its clients. Show us 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 show us 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 that match the Assistant Client Manager role. Highlight your qualifications, especially your ACA/ACCA status, and any relevant experience in client management or financial reporting.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of how you've supported clients or improved processes in previous roles, and don’t forget to show your enthusiasm for working with us!
Showcase Your Technical Skills: Since we value tech-savvy candidates, be sure to mention your proficiency in Microsoft Office and any experience with accounting software like Xero, IRIS, or Sage. This will help us see how you can hit the ground running!
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’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
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 those that relate to bookkeeping, VAT returns, and management accounts. This will show your expertise and confidence in handling the responsibilities of the role.
✨Client-Centric Mindset
Prepare to talk about how you've built relationships with clients in the past. Think of instances where you’ve managed a client portfolio or provided tailored financial advice. Highlight your communication skills and how you ensure clients meet their deadlines and requirements.
✨Tech Savvy is Key
Familiarise yourself with Xero and any other accounting software mentioned in the job description. Be ready to discuss how you’ve used technology to improve processes or efficiency in your previous roles. This shows you’re not just a numbers person but also someone who embraces modern solutions.
✨Show Your Leadership Skills
As an Assistant Client Manager, mentoring junior staff will be part of your role. Prepare examples of how you’ve guided or trained others in the past. This will demonstrate your ability to lead and contribute to a supportive team environment, which is highly valued by the firm.
