Client Manager
| Posting date: | 24 June 2025 |
|---|---|
| Hours: | Full time |
| Closing date: | 24 July 2025 |
| Location: | Client Manager |
| Remote working: | On-site only |
| Company: | Workforce Recruitment and Training |
| Job type: | Permanent |
| Job reference: | Client Manager-65507 |
Summary
Title: Client Manager
Location: Bromsgrove
Type: Full‑time
Package & Benefits
• Attractive, competitive salary
• 26 days’ holiday plus public holidays
• Generous pension contributions beyond the statutory minimum
• Comprehensive health plan
• Flexible working arrangements
• Free on‑site parking
• Clear progression pathways & ongoing training
• Supportive culture focused on learning and career development
Overview:
Join a dynamic and forward‑thinking accountancy firm experiencing impressive organic growth! We are looking for a client manager, you will play a pivotal role in delivering high‑quality financial services and advice to a diverse client portfolio. This position offers the opportunity to work closely with an energetic senior leadership team, helping to shape the future of the firm while advancing your own career
Why this role is exciting
• Be part of a thriving practice expanding through client success and internal innovation.
• Take responsibility for your own client portfolio, working autonomously yet supported by a collaborative and knowledgeable senior team.
• Provide truly impactful advice—transforming financial processes, systems, and outcomes for clients.
• Join a firm culture that values professional development, mentorship, and flexible working.
Key Responsibilities
• Review financial statements (company & sole trader) and prepare corporation tax returns.
• Draft tailored advisory reports in collaboration with Senior Managers and Directors.
• Oversee annual personal tax filings and advise clients accordingly.
• Ensure high-quality financial statement disclosures.
• Serve as the primary contact for a dedicated portfolio of clients.
• Guide clients on deadlines and compliance requirements across Accounts, Tax, VAT, Payroll, and Company Secretarial.
• Foster strong client relationships and field ad hoc financial queries.
• Assist clients with the design and deployment of internal systems and accounting software.
• Confidently explain tax and financial matters to reassure and inform clients.
• Mentor and support senior associates and supervisors to help them grow.
About You
• ACA, ACCA (or equivalent) qualified with at least 2 years’ post‑qualification practice experience.
• Proven ability to manage your own client portfolio independently.
• Strong technical grounding—committed to staying up‑to‑date with professional standards.
• Proficient in Microsoft Outlook, Word, and Excel.
• Experienced with Xero; familiarity with Iris, Alpha, QuickBooks, and Sage 50 is a plus.
• Technically savvy, self-motivated, and adaptable in new or evolving contexts.
• Excellent people skills—team‑oriented and able to inspire junior staff.
• Meticulous under pressure with outstanding analytical and research abilities.
Ready to take the next step?
If you're eager to contribute to an upbeat, growth-led accountancy practice and advance your career within a supportive environment, we would love to hear from you contact Louisa Morgan on 015273901258/ 07808 773787 or contact me via email lmorgan@weareworkforce.co.uk
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