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.
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 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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