Assistant Client Manager in Bromsgrove

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.

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.

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 lmorganweareworkforce.co.uk or, if you want to have a chat about this role in more detail, please contact me on 01527390128.

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