Assistant Client Advisor

Enhance your career with a modern, forward-thinking accounting practice. Based in Sutton Coldfield, we are currently recruiting for an Assistant Client Advisor for a full or part time position with a balance of working from our office and home

Culture and Values

Providing excellent client service and quality care is a major part of the Inform ethos. We achieve this through having pride in what we do and having a one team approach. This means we are a supportive business that cares about the success of our clients and employees.

Job Description

Reporting into the Client Account Manager, this role operates at the core of the business to provide high quality service to our clients.

We are looking for someone who shares our passion, care and drive to help Inform grow in the long-term, as such, we will help develop you into a well-rounded accounting professional.

As part of the role, you'll spend much of your time on:

  • Preparing VAT returns, management account workpapers and year end accounts
  • Drafting, preparing and sending initial information requests for self-assessment tax returns
  • Conducting client account health reviews using innovative tools
  • Ensuring bookkeeping is accurately kept up-to-date
  • Supporting client onboarding process
  • Developing and maintaining strong relationships with clients to ensure information is collected, and client queries are responded to in a timely manner
Career Development

All career development plans are tailored to each individual. We don’t believe in the traditional career ‘ladder’ - we believe personal and professional development is individual and ongoing. We’ll work to continually support you in both your learning and development throughout your career at Inform.

Whether through supporting your future career aspirations through gaining professional qualifications such as CIMA, ICAEW or the ACCA to make the next step or through on the job learning to become an expert in your field and support our business growth, your development will be supported.


To be successful in this role you will have:

  • Excellent time management skills, with the ability to manage your own workload and meet deadlines
  • Excellent attention to detail
  • Analytical thinking
  • Ability to work alone and as part of a team
  • Problem solving
  • Experience with Word and Excel
  • Excellent written and verbal communication skills

Applicants must have the right to work in the UK.

Ready to become part of the Inform Accounting team? Send us your details and CV using the form above and we’ll have a chat.

Apply now


It’s a great place to work

At Inform Accounting, what we do is about so much more than making money and helping our clients manage theirs.