Insite Group
Client Manager

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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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Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour 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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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.
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.
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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