Assistant Client Manager Job

In Taunton

The Role

Ref: JO0000009292

  • Permanent
  • Taunton
  • 50,000 - £60,000 GBP / Year
  • Salary: £50,000 - £60,000

Business Advisory Supervising Senior – Taunton

A fantastic opportunity has arisen for an experienced Business Advisory Supervising Senior to join a respected professional services firm in Taunton. This role is ideal for an ACA or ACCA‑qualified accountant (or finalist) with strong experience in business advisory, management accounts, financial reporting, budgeting, forecasting, KPI analysis and supporting SMEs and owner‑managed businesses (OMBs). If you’re seeking a senior supervisory advisory role in Somerset with hybrid working, progression opportunities and exposure to a wide range of commercial clients, this position offers exceptional long‑term development.

Business Advisory Supervising Senior Role Overview – Management Accounts, Advisory Services, SME Advisory & Team Leadership

You will oversee and support a diverse portfolio of business clients across Taunton, Taunton Town Centre, Taunton Deane, South Somerset, Bridgwater, Wellington, Cullompton, Tiverton and the wider South West region. Your work will include management accounts, financial reporting, budgeting, forecasting, cashflow planning, KPI reporting, digital accounting support, cloud accounting systems and delivering commercial insights to help clients improve performance, profitability and operational decision‑making.

This position suits someone who enjoys hands‑on advisory work, supervising junior team members, building strong client relationships and contributing to a growing business advisory team.

Key Responsibilities – Management Accounts, Advisory Services, SME Support & Supervisory Leadership

  • Prepare and review management accounts, financial reports and monthly/quarterly reviews
  • Lead budgeting, forecasting, cashflow planning and KPI reporting for clients
  • Deliver advisory insights to help clients improve performance and decision‑making
  • Review work prepared by junior team members and provide constructive feedback
  • Assist with year‑end accounts preparation and financial analysis
  • Work closely with SMEs, OMBs and growing businesses across multiple sectors
  • Support clients with digital accounting systems, cloud software and process improvements
  • Liaise with business owners and management teams to present findings and recommendations
  • Ensure compliance with accounting standards and internal quality processes
  • Identify opportunities to add value and support business development

Skills and Qualifications – Advisory Expertise, Management Accounts & Supervisory Experience

  • ACA or ACCA qualified, part‑qualified or finalist (or equivalent)
  • Strong experience in business advisory, management accounts or general practice
  • Excellent understanding of financial reporting, budgeting and forecasting
  • Confident preparing and reviewing management accounts and advisory reports
  • Experience supervising or mentoring junior team members
  • Strong communication and relationship‑building skills
  • Ability to deliver clear, practical advice to business owners and management teams
  • Proactive, organised and comfortable working to deadlines

What You’ll Bring

  • Strong technical expertise in management accounts and business advisory work
  • Experience supporting SMEs, OMBs and entrepreneurial clients
  • Ability to interpret financial information and provide commercial insights
  • A client‑focused approach with excellent communication skills
  • Commercial awareness and the ability to identify advisory opportunities
  • A collaborative mindset and willingness to support team development

Why This Business Advisory Supervising Senior Role in Taunton Is a Leading Opportunity

  • Hybrid working and flexible arrangements
  • Clear progression opportunities within a growing advisory team
  • Exposure to a wide range of dynamic and growing businesses
  • Opportunity to supervise and mentor junior colleagues
  • Supportive, people‑focused culture with strong regional presence
  • Modern Taunton offices, commutable from Bridgwater, Wellington, Cullompton, Tiverton and wider Somerset
  • Ongoing CPD, technical training and professional development

About the Professional Services Firm Supporting Business Advisory Clients

You’ll be joining a well‑established independent professional services firm known for its high‑quality advisory, accounts and tax services. With a strong regional footprint and a collaborative culture, the firm offers excellent development opportunities, a modern working environment and the chance to work with a wide range of ambitious and growing businesses.

Frequently Asked Questions

What does a Business Advisory Supervising Senior do? They prepare and review management accounts, deliver advisory insights, supervise junior team members and support SMEs and OMBs with financial performance and decision‑making.

What qualifications do I need? ACA or ACCA qualified, part‑qualified or finalist is typically required, along with strong experience in business advisory or management accounts.

What experience is needed for supervisory advisory roles? Experience in management accounts, budgeting, forecasting, financial reporting, KPI analysis and mentoring junior colleagues.

What types of clients will I work with? Owner‑managed businesses, SMEs, family‑run companies and growing enterprises across multiple sectors.

What skills are essential for a Business Advisory Supervising Senior? Technical expertise, commercial insight, communication skills, supervisory ability and strong analytical capability.

Is hybrid working available? Yes, hybrid and flexible working arrangements are commonly offered.

What progression opportunities exist? Business Advisory Supervising Seniors often progress to Assistant Manager, Manager and Senior Manager roles.

Apply Now

Apply now for this Business Advisory Supervising Senior role in Taunton and take the next step in your advisory and management accounts career with a forward‑thinking professional services team.

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Garry Howling

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