Private Client Lead: Accounts, VAT & Advisory

Sedulo; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm in Manchester is seeking an Assistant Manager to join their Private Clients Team. The successful candidate will manage a portfolio of high-profile clients, delivering exceptional financial reporting and advisory support. This role requires a newly qualified ACCA, ACA or CIMA and relevant experience in a practice environment. Excellent communication skills and the ability to develop junior team members are essential. The firm values innovation, integrity, and personal development, making it a great place to work.

Qualifications

• Experience within a practice environment related to statutory year-end accounts or management accounts.
• Ability to strengthen and build credible relationships with clients.
• Excellent leadership skills and a strong desire to coach and develop team members.

Responsibilities

• Manage a portfolio of high‑profile individuals and entrepreneurs.
• Produce or review statutory and management accounts.
• Assist with business development and onboarding of new Private Clients.
• Co‑ordinate with Wealth Management and Tax teams for reporting.

Skills

Newly qualified ACCA, ACA or CIMA

Experience preparing and reviewing financial reporting packs

Up to date experience of accounting and reporting software, including CCH and Xero

Personal tax experience

Education

Newly qualified ACCA, ACA or CIMA

Tools

CCH

Xero

Job description

A leading financial advisory firm in Manchester is seeking an Assistant Manager to join their Private Clients Team. The successful candidate will manage a portfolio of high-profile clients, delivering exceptional financial reporting and advisory support. This role requires a newly qualified ACCA, ACA or CIMA and relevant experience in a practice environment. Excellent communication skills and the ability to develop junior team members are essential. The firm values innovation, integrity, and personal development, making it a great place to work.