Accounts Senior / Client Manager

Trial Balance Consulting; Liskeard; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading firm in Liskeard is seeking an Accounts Senior / Client Manager to handle a diverse client portfolio in a supportive environment. This role offers opportunities for professional growth and a chance to contribute to the firm's strategy while working closely with partners. If you're motivated, communicative, and experienced in accountancy practice with relevant qualifications like AAT or ACA, this could be the next step in your career.

Qualifications

• Strong recent background in accountancy practice required.
• Experience managing portfolios and liaising with clients is essential.
• Study support offered for active students.

Responsibilities

• Manage a portfolio of sole trade, partnership, limited company and personal tax clients.
• Identify and manage planning opportunities for clients.
• Ensure all HMRC and Companies House filing deadlines are met.

Skills

Communication

Business Development

Client Relationship Management

Staff Supervision

Education

AAT

ACA

ACCA

Job description

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Accounts Senior / Client Manager, Liskeard

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Client:

Trial Balance Consulting

Location:

Liskeard, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

11ab85bf394f

Job Views:

4

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Are you looking to kick-start your career in a friendly and supportive environment where fast track career progression is available? Do you want to work for a well-respected firm with a wide variety of service offerings? This could be just the role for you…

You may be an experienced Accounts Senior who has become frustrated by the hierarchy of a larger firm, or a Client Manager with experience of looking after your own portfolio and strong business development skills. Either way, you will be a natural communicator who can easily relate financial concepts to non financial staff

Your duties in this varied and interesting role will include:

• Managing a portfolio of sole trade, partnership, limited company and personal tax clients
• Identifying and managing planning opportunities and general business support for clients
• Staff supervision and training
• Liaising with clients, both face to face and over the phone
• Dealing with HMRC correspondence and enquiries
• Working closely with the partners to develop the growth strategy for the practice
• Advising clients on cloud accounting options available to assist their business growth
• Managing workflow and ensuring that all HMRC and Companies House filing deadlines are met
• Completion and submission of CT600s & CT61s
• Preparation of year end forms P11D

This role would suit a candidate with a very strong recent background in accountancy practice. AAT, ACA or ACA qualifications would be highly regarded, and study support can be offered to active studiers where appropriate.

If this sounds like you, then please apply today quoting job reference RE9897 or call Rob Emsley 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 Rob Emsley, our dedicated practice specialist.