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Insite Group

Client Manager

West Midlands
£50k – £60k/yr
Posted 1 day ago
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Client Manager (Advisory & Compliance) - Birmingham

Mid-tier Accountancy Practice | Strong progression

A well-established and growing accountancy practice is seeking an experienced, client-facing accountant to join their expanding team and take ownership of a diverse portfolio, play a key role in delivering high-quality advisory and compliance services.

This is a confidential hire, ideal for someone looking to step into a trusted advisor role with clear progression, strong client exposure and the opportunity to influence both clients and junior team members.

The Client Manager role in Birmingham

  • Managing a portfolio of owner-managed businesses and individuals, acting as first point of contact
  • Reviewing statutory accounts, sole trader accounts and corporation tax returns
  • Involvement in personal tax compliance and broader private client matters
  • Drafting client advice with support from senior leadership
  • Liaising with clients on deadlines, information requirements and ad-hoc queries
  • Supporting delivery across accounts, tax, VAT, payroll and company secretarial matters
  • Helping clients interpret results, improve controls and implement suitable accounting software
  • Coaching and supporting the development of senior associates and supervisors

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

About You

  • ACA / ACCA (or equivalent) qualified with a minimum of 2 years' post-qualification experience in practice
  • Proven experience managing your own client portfolio
  • Strong technical grounding across accounts, tax and financial reporting
  • Confident communicator, comfortable advising and reassuring clients
  • Tech-savvy with solid experience in Xero (Iris, Alpha, QuickBooks or Sage advantageous)
  • Self-motivated, analytical and able to perform accurately under pressure
  • A collaborative team player with the ability to mentor junior colleagues

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The Package

  • Competitive salary
  • 26 days' holiday + bank holidays
  • Enhanced pension contributions
  • Health plan benefits
  • Flexible working options
  • Free parking
  • Clear progression opportunities and ongoing technical development

This role is being handled confidentially.
If you'd like to explore further or have an initial off-record conversation, please get in touch directly.

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Location

West Midlands, England, United Kingdom

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