Client Manager

Client Manager

Full-Time 45000 - 55000 £ / year (est.) Home office (partial)
Trial Balance

At a Glance

  • Tasks: Manage client portfolios and provide proactive accounting and business advice.
  • Company: Exciting new office of a forward-thinking accountancy practice.
  • Benefits: Flexible working, early finishes on Fridays, and private medical insurance.
  • Other info: Join a supportive team and influence the growth of a modern practice.
  • Why this job: Shape the future of a new office while embracing innovation and collaboration.
  • Qualifications: ACA or ACCA qualified with experience in accountancy practice.

The predicted salary is between 45000 - 55000 £ per year.

Joining a brand-new office doesn't come around very often. It's a chance to enjoy the backing of an established and successful accountancy practice whilst playing a genuine role in shaping something new from the very beginning. Trial Balance are delighted to be working with a forward-thinking accountancy practice that is exploring the launch of a new Bristol office. As part of these exciting growth plans, they're looking to recruit an experienced Client Manager who wants to play a key role in establishing and growing the firm's presence in the city.

If you're looking for a firm that's open to new ideas, genuinely values flexibility and gives its people the opportunity 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 junior members of the team
  • Working closely with the Partners to help establish and grow the Bristol office
  • 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 proactive 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 play an influential role in the growth of a new Bristol office

This is far more than a traditional Client Manager role. It's an opportunity to join an ambitious and modern accountancy practice at an exciting stage of its growth, helping to establish a new office while working alongside Partners who genuinely encourage fresh ideas and innovative ways of working.

Client Manager 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.

Trial Balance

Contact Details:

Trial Balance Recruitment Team

We think you need these skills to ace Client Manager

Client Relationship Management
Accounting Knowledge
Taxation Expertise
Portfolio Management
Team Leadership
Mentoring Skills
Cloud Technology Adoption