Open role
Accounts and Advisory Manager
- Aggregated by CV-Library
- Stratford-upon-Avon, Warwickshire
- Permanent
- Full Time
- £55,000 - £70,000 Per Annum
Job Description
Job Title: Accounts and Advisory Manager
Location: Stratford-Upon-Avon (hybrid)
Package: £55,000-£70,000, hybrid working, private healthcare, 23 days holiday plus BH
Working hours: Full time, Monday-Friday, Flexible hours
A fantastic position has arisen within an independent top 100 Accountancy Practice, as an Accounts and Advisory Manager. This is a crucial role to this practice, as they look to continue their growth plans within their individual offices.
In this position you will be managing and developing a portfolio of clients through the delivery of high quality accountancy and tax planning. The role is focused on a diverse portfolio of clients, as well as playing a key role in team development. If you are a qualified accountant with strong portfolio management experience this is the role for you
Accounts and Advisory Manager Job Responsibilities
Client Service & Portfolio management: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service
Technical Delivery: Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance. Specific technical knowledge required is outlined below.
Team Leadership & Staff Development: Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team.
Operational Efficiency & Workflow Management: Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding.
Business Development: Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the Firms profile
Firmwide Contribution: Collaborate with other teams and contribute to wider firm initiatives including best‑practice and technology projects.
Accounts and Advisory Manager Job Requirements
Should be ACCA or ACA or CTA qualified
Should have a minimum of 5 years experience in accountancy practice
Must have portfolio management experience
Excellent organisational, interpersonal, and communication skills
Experience in a client facing role, and providing proactive planning and advisory services
Accounts and Advisory Manager Salary & Benefits
Paying from £55,000-£70,000 dependent on experience
23 days holiday plus bank holidays
Medical cash plan
Private medical cover
Flexible working policy, as long as you are contactable for 5 core hours, you can start and finish at your leisure
Hybrid working is available, and a staff laptop is provided
And more
Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.
We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for
Location: Stratford-Upon-Avon (hybrid)
Package: £55,000-£70,000, hybrid working, private healthcare, 23 days holiday plus BH
Working hours: Full time, Monday-Friday, Flexible hours
A fantastic position has arisen within an independent top 100 Accountancy Practice, as an Accounts and Advisory Manager. This is a crucial role to this practice, as they look to continue their growth plans within their individual offices.
In this position you will be managing and developing a portfolio of clients through the delivery of high quality accountancy and tax planning. The role is focused on a diverse portfolio of clients, as well as playing a key role in team development. If you are a qualified accountant with strong portfolio management experience this is the role for you
Accounts and Advisory Manager Job Responsibilities
Client Service & Portfolio management: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service
Technical Delivery: Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance. Specific technical knowledge required is outlined below.
Team Leadership & Staff Development: Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team.
Operational Efficiency & Workflow Management: Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding.
Business Development: Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the Firms profile
Firmwide Contribution: Collaborate with other teams and contribute to wider firm initiatives including best‑practice and technology projects.
Accounts and Advisory Manager Job Requirements
Should be ACCA or ACA or CTA qualified
Should have a minimum of 5 years experience in accountancy practice
Must have portfolio management experience
Excellent organisational, interpersonal, and communication skills
Experience in a client facing role, and providing proactive planning and advisory services
Accounts and Advisory Manager Salary & Benefits
Paying from £55,000-£70,000 dependent on experience
23 days holiday plus bank holidays
Medical cash plan
Private medical cover
Flexible working policy, as long as you are contactable for 5 core hours, you can start and finish at your leisure
Hybrid working is available, and a staff laptop is provided
And more
Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.
We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for