Private Client Assistant Manager (Accounts)

Our Mission

At [Employer hidden — sign up to reveal] we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

• Working with our clients to transform their business and personal finances
• Connecting and contributing to the business community in the cities we are located in
• Working with charities by fundraising and influencing change both now and in the future through the [Employer hidden — sign up to reveal] Foundation
• Being a great place to work and develop your career

At [Employer hidden — sign up to reveal] we embrace a holistic and innovative culture with diversity and integrity at the heart. We are working to build an open and inclusive environment which supports the needs of all our team members.

We are looking for people to join the team who want to deliver beyond expectation and get results. Whether this be through embracing feedback, creating fulfilling relationships with colleagues and clients by being the best version of themselves. At [Employer hidden — sign up to reveal], we know how important it is to create an environment for positive change, both in work and in the communities, we work within. This is demonstrated through our persistent commitment to charitable projects and a strong focus on innovation in everything that we do. Alongside all of this, our events team ensure we also have a lot of fun – with countless wellbeing activities and events being hosted at all our offices every week!

We understand that to be a world class organisation, we must embrace uniqueness and choose courage over comfort. Everything we strive to be is grounded in our core values: Personable, Integrity, Holistic, Innovative and Delivery Beyond Expectation.

The Role

We are looking for an Assistant Manager from a practice background, with strong experience across management accounts, VAT, and compliance. You will work closely with a Partner and Manager within the Private Client team to manage a portfolio of high-profile individuals and entrepreneurs, delivering and reviewing their financial reporting requirements, including statutory accounts, management accounts, and VAT returns, while providing ongoing advice and guidance.

Role Objectives

• Provide the highest level of service and advisory support to a portfolio of key clients through regular face-to-face, video and email comms.
• Produce or review statutory accounts, management accounts and VAT returns for Private Clients.
• Assist with oversight, management and development of the Private Client junior team members and future recruits to the rapidly growing team.
• Assist with business development and onboarding of new Private Clients to the offices in the north (Manchester, Liverpool & Leeds).
• Managing all reviews, work in progress and billing for your clients, ensuring monthly targets and filing deadlines are met.
• Co-ordinate information from, and work closely with, the Wealth Management and Tax teams to pull together comprehensive reporting packs for clients.

Knowledge, Skills and Experience Required

• Newly qualified ACCA, ACA or CIMA with experience within a practice environment where main duties have related to statutory year end accounts or management accounts.
• Experience of preparing and reviewing financial reporting packs.
• Up to date experience of accounting and reporting software, including CCH and Xero.
• Personal tax experience would be beneficial but is not essential.

What we are looking for

• Ability to strengthen and build credible and personable relationships with a key portfolio of clients
• A genuine interest in a highly client focused role and willingness to make a positive contribution
• Excellent leadership skills and a strong desire to coach and develop team members
• Highly organised, with a flexible and proactive approach to work and the ability to work under pressure

Apply

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Preferred office location: Manchester, London, Liverpool, Leeds, Birmingham.

For reasonable adjustments, contact [Employer hidden — sign up to reveal].