Accountancy Practice Client Manager in Holsworthy

Accountancy Practice Client Manager in Holsworthy

Holsworthy Full-Time 37000 - 45000 £ / year (est.) Home office (partial)
Trial Balance Consulting

At a Glance

  • Tasks: Manage client portfolios and provide expert accounting advice.
  • Company: Reputable accountancy practice in Holsworthy with a friendly team.
  • Benefits: Competitive salary, flexible working, pension scheme, and professional development.
  • Why this job: Join a growing practice where your contributions are valued and impactful.
  • Qualifications: Experience in accountancy, strong communication skills, and ability to manage priorities.

The predicted salary is between 37000 - 45000 £ per year.

If you're looking for a role where you can take ownership of a client portfolio whilst playing a key role in the success of a growing practice, this could be the opportunity you've been waiting for. A well-established and highly regarded accountancy practice in Holsworthy is seeking a Client Manager to join its friendly and experienced team. Known for delivering a personal and pro-active service to clients across the South West, the firm has built an excellent reputation and continues to enjoy steady growth.

The role? As Client Manager your responsibilities will include:

  • Managing a portfolio of clients, acting as their main point of contact for accounting and taxation matters
  • Preparing and reviewing year-end accounts for sole traders, partnerships and limited companies
  • Building and maintaining strong client relationships, providing ongoing support and advice
  • Managing and supporting members of the accounting team
  • Ensuring client work is completed accurately and within agreed deadlines
  • Working closely with the Directors to support the continued growth and success of the practice

The successful candidate? An experienced accountancy practice accountant with a strong background in accounts preparation and tax compliance. ACA or ACCA qualifications would be advantageous, although applications are equally welcomed from candidates who are qualified by experience. You'll possess excellent communication and relationship-building skills, alongside the ability to manage multiple priorities within a busy practice environment. Previous experience working within an accountancy practice is essential.

In return, you'll benefit from:

  • A competitive salary
  • Flexible and hybrid working arrangements
  • Company pension scheme
  • Additional holiday entitlement
  • Free parking
  • On-going professional development opportunities
  • A supportive and collaborative working environment

This is an excellent opportunity to join a successful and growing practice where your contribution will be genuinely valued. You'll enjoy a varied role, strong client exposure, and the chance to play an important part in the future development of the business.

Accountancy Practice Client Manager in Holsworthy employer: Trial Balance Consulting

Join a well-established and highly regarded accountancy practice in Holsworthy, where you will take ownership of a diverse client portfolio and contribute to the firm's continued success. With a supportive and collaborative work culture, flexible working arrangements, and ongoing professional development opportunities, this role offers a rewarding environment for growth and meaningful contributions. Enjoy a competitive salary, additional holiday entitlement, and the chance to be part of a friendly team dedicated to delivering exceptional service across the South West.

Trial Balance Consulting

Contact Details:

Trial Balance Consulting Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Accountancy Practice Client Manager in Holsworthy

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Trial Balance Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Accountancy Practice Client Manager in Holsworthy

Client Relationship Management
Accounts Preparation
Tax Compliance
Communication Skills
Team Management
Time Management
Attention to Detail

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Trial Balance Consulting.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Trial Balance Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Trial Balance Consulting

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Trial Balance Consulting.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Trial Balance Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Trial Balance Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.