At a Glance
- Tasks: Manage client portfolios and build long-term relationships while leading a team.
- Company: Forward-thinking accountancy practice in Burnham-on-Sea embracing new technology.
- Benefits: Competitive salary, flexible working, early finishes on Fridays, and private medical insurance.
- Other info: Supportive team environment with opportunities for professional growth and influence.
- Why this job: Join a modern practice where your ideas matter and you can make a real impact.
- Qualifications: ACA or ACCA qualified with experience in managing client portfolios.
The predicted salary is between 45000 - 55000 £ per year.
The accountancy profession is changing. The best accountancy practices are embracing new technology, creating more efficient ways of working and giving their people the opportunity to focus on what really matters; building relationships, leading teams and helping clients succeed. Trail Balance are pleased to be working with a forward-thinking accountancy practice in Burnham-on-Sea, that is doing exactly that. As part of their continued growth, they're looking to recruit an experienced Client Manager to take ownership of a varied portfolio of clients, whilst playing a key role in the day-to-day leadership of the practice.
If you're looking for a firm that's open to new ideas, genuinely values flexibility and encourages its people to influence how the business evolves, this could be the opportunity you've been waiting for.
As Client Manager, your responsibilities will include:
- Managing a portfolio of limited companies, sole traders and partnerships, acting as the primary point of contact
- Building long-term relationships with clients, providing proactive accounting, tax and business advice
- Reviewing statutory accounts, corporation tax, personal tax and VAT work
- Leading, mentoring and developing a small team of accountants and trainees
- Working closely with the Partners to improve processes and enhance the overall client experience
- Supporting the continued adoption of cloud technology and modern working practices across the practice
- Identifying opportunities to add value and further support your clients as their businesses grow
The successful Client Manager will:
- Be ACA or ACCA qualified (or equivalent) with strong experience gained within an accountancy practice environment.
- Have experience managing your own client portfolio and will be confident reviewing accounts and tax work, whilst supporting and developing more junior members of the team.
- Enjoy building relationships, embracing new technology and looking for ways to continually improve how things are done.
- Possess strong organisational skills, commercial awareness and a pro-active approach.
In return, you'll benefit from:
- A competitive salary
- Flexible working arrangements
- The opportunity to work part-time or full-time hours
- Early finish every Friday
- Private medical insurance
- Performance-related commission scheme
- A genuinely supportive and collaborative team
- The opportunity to influence the future direction of a modern and ambitious practice
This is far more than a traditional Client Manager role. It's an opportunity to join an accountancy practice that's actively investing in its people, its technology and the way it delivers for clients. If you're looking for a position where your ideas will be welcomed and your contribution will make a genuine difference, we'd love to hear from you.
Please apply to this Client Manager position quoting reference JVS11262, or contact Jay Vilarrubi-Smith for a confidential discussion.
Trial Balance is a market leading supplier of recruitment services to accountancy practices across the South-West and works on vacancies at all levels in a practice environment. For a confidential discussion about your career options please contact Jay Vilarrubi-Smith, our dedicated practice specialist.
Client Manager in Burnham-on-Sea employer: Trial Balance Consulting Careers
Join a respected and growing organisation in Cornwall as a Financial Controller, where you will enjoy a supportive work culture that prioritises professional development and employee growth. With competitive salary and benefits, this role offers the opportunity to influence key business decisions and shape financial strategy in a fast-paced, guest-focused environment. Experience long-term stability and senior leadership exposure while making a meaningful impact on business performance and financial control.
Contact Details:
Trial Balance Consulting Careers Recruitment Team