Client Account & Advisory Lead for SMEs

Trial Balance; Corsham; On-site; GBP 32,000 - 45,000; Full time

Job summary

Trial Balance in Corsham is seeking a client account manager to handle a portfolio of SME clients, combining accounts compliance with advisory work. You will apply FRS 105/102 knowledge to prepare statutory accounts and present operational summaries to clients.

Develop strong client relationships, manage your workload and support junior staff. Proficiency in Xero, IRIS and Excel, and progress toward ACCA/ACA are expected to thrive in a forward-thinking practice.

Qualifications

• Experience of FRS 105 and FRS 102 for SMEs.
• ACCA/ACA qualification or working towards.
• Proficiency in Xero, IRIS and Excel.

Responsibilities

• Manage a portfolio of clients and your own workflow.
• Produce statutory accounts and management reports for clients.
• Advise owners on business needs and support growth.
• Meet statutory deadlines and health-check client records.

Skills

Analytical skills

Problem solving

Communication skills

Education

ACCA/ACA (in progress or completed)

Tools

Xero

IRIS

Excel

Job description

Trial Balance in Corsham is seeking a client account manager to handle a portfolio of SME clients, combining accounts compliance with advisory work. You will apply FRS 105/102 knowledge to prepare statutory accounts and present operational summaries to clients.

Develop strong client relationships, manage your workload and support junior staff. Proficiency in Xero, IRIS and Excel, and progress toward ACCA/ACA are expected to thrive in a forward-thinking practice.