At a Glance
- Tasks: Manage client portfolios and build long-term relationships while leading a dynamic team.
- Company: Forward-thinking accountancy practice in Burnham-on-Sea embracing new technology.
- Benefits: Flexible working, early finishes on Fridays, private medical insurance, and a supportive team.
- Other info: Opportunity to influence the future direction of an ambitious accountancy practice.
- 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 and mentoring teams.
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.
- You’ll already 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.
- Just as importantly, you’ll enjoy building relationships, embracing new technology and looking for ways to continually improve how things are done.
- Strong organisational skills, commercial awareness and a pro‑active approach will all be key to your success.
In return, you’ll benefit from:
- Flexible working arrangements
- The opportunity to work part‑time or full‑time hours
- Early finish every Friday
- Private medical insurance
- 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.
Client Manager in Burnham-on-Sea employer: Trial Balance
Join a growing accountancy practice in Wadebridge that prioritises flexibility and career development. With part-time hours, the option to work from home, and a supportive team culture, this role offers a unique opportunity to balance your professional ambitions with personal commitments. Enjoy a competitive salary, a friendly environment, and genuine opportunities for growth in a practice that values its people and promotes a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Burnham-on-Sea
✨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. 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 Client Manager in Burnham-on-Sea
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.
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'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
✨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.
✨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 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 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.
