Job Description

You've mastered compliance. Now you're ready for more.

At The Accountancy Office, we don't believe accountants should just file reports. We believe they should lead clients, challenge thinking, and drive businesses forward. If you're a fully qualified accountant ready to take ownership of your own client portfolio, build lasting relationships and shape the future of a small, dynamic firm - this role is yours to own.

We're a multi award-winning firm of Chartered Management Accountants, using Xero and the latest digital tools to help our clients grow. We're selective about who we work with - both clients and colleagues. Now looking for the right person to join us as a

Client Manager

.

What Makes This Role Different?

You'll lead, not just deliver.

You'll own your portfolio, acting as the strategic advisor your clients trust.

You'll drive change.

From Making Tax Digital to AI, you'll help us innovate and improve - not just keep pace.

You'll be heard.

In a small team, your ideas matter. You'll help shape how we work, not just follow processes.

You'll work flexibly - your way.

Home, office or beach - choose when and where you work to suit you and your clients.

You won't drown in tax returns.

We close for Christmas, avoid January panic and protect your wellbeing as much as your clients'.

What You'll Do

Manage your own portfolio of UK limited companies and sole traders . Be their key contact - advising, educating and supporting them beyond compliance. Lead all year-end accounts, tax, VAT, and payroll (overseeing, not just doing). Coach and manage our small internal team. Support clients through the transition to Making Tax Digital. Proactively explore AI and digital solutions to drive efficiency (we want your input). Prepare and review accounts, tax returns and management reports. Attend and lead client meetings (online or in-person). Maintain high standards of accuracy and client service. Drive business growth through service quality, client retention and referrals.

What You'll Get

40,000 - 45,000 salary, plus discretionary bonus (for the right candidate, we're open to a higher starting salary in line with skills and experience)*
28 days holiday (including bank holidays), increasing with service. Additional discretionary leave based on team and firm performance. Private healthcare and wellbeing support. Workplace pension. Christmas shutdown and no January tax-return mountain. Flexible working hours and location (UK-based, with office visits 1-2 times a month). Opportunity to help shape the firm's future and your role within it

Who You Are

Fully qualified

CIMA, ACCA or ACA

, with at least 3 years' post-qualification experience in practice. Experienced in managing client relationships. Technically competent across accounts and tax compliance. A natural communicator - friendly, clear and proactive. A

Xero Certified Advisor

, confident in cloud-based workflows. Curious about new technology - including AI. Highly organised and detail-focused. A supportive leader who can manage and motivate others.

Where You'll Work

This role is

hybrid

- work remotely most of the time, but be available to attend our Evesham office 1-2 times per month for team collaboration and client meetings as needed.

Hours of work

Full-time, Monday to Friday - office hours are 09:00 to 17:30. Flexible hours - choose your own schedule to suit your clients and your life. No weekend work. Hybrid working: predominantly remote, with occasional office days (1-2 times per month).

Ready to Lead?

We're not looking for someone to follow checklists. We're looking for someone to lead clients, challenge convention, and help us keep improving.

If that sounds like you, we'd love to hear from you.

This role offers a genuine long-term opportunity for progression to senior leadership or equity partnership, as part of the firm's succession planning.

STRICTLY NO RECRUITMENT AGENCIES.

Job Types: Full-time, Permanent

Additional pay:

Bonus scheme
Benefits:

Additional leave Casual dress Company events Company pension Financial planning services Flexitime On-site parking Work from home
Schedule:

Monday to Friday No weekends
Ability to commute/relocate:

Evesham, WR11 1GP: reliably commute or plan to relocate before starting work (required)
Application question(s):

Are you eligible to work in the UK and based in the UK?
Experience:

working in an accounting practice: 3 years (required)
Licence/Certification:

Xero Certified Advisor status (required)
Work Location: Hybrid remote in Evesham, WR11 1GP

Application deadline: 01/08/2025
Expected start date: 01/09/2025