Client Manager

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

Job summary

A leading recruitment firm in Corsham is seeking a Client Account Manager to oversee client portfolios and produce statutory accounts. Applicants should have recent practice experience and knowledge of FRS 105/102, with a higher-level qualification in accounting being pursued. Proficiency in Xero, IRIS, and Excel is essential. This role emphasizes effective communication and problem-solving to support clients' needs.

Qualifications

• Recent practice experience in accountancy.
• Knowledge of FRS 105 and FRS 102.
• Pursuing ACCA or ACA qualifications.

Responsibilities

• Manage a portfolio of clients and workflows.
• Produce statutory accounts and management reports.
• Review client records and provide operational summaries.

Skills

Recent practice experience

FRS 105 and FRS 102 knowledge

Analytical and problem-solving skills

Effective communication skills

Time management

Education

Higher-level industry qualification (ACCA/ACA)

Tools

Xero

IRIS

Excel

Job description

Are you looking for a new role in a forward-thinking and exciting practice with a strong emphasis on customer service and your clients’ best interests? Then this newly created role in a growing business in Corsham could be just the role for you…

As a client account manager, you will know your accounting and tax rules thoroughly and find the challenge of advising owners of small-to-medium sized businesses enjoyable. With an aptitude for advising clients on their business needs you will understand the lifecycle of a business and the accountant’s role in supporting that growth.

This role includes both accounts compliance and advisory work for limited companies, businesses and individuals.

You will manage a portfolio of clients, your own workflow and manage and support the workflow of more junior staff members. Using your technical skills of FRS 105 & 102 you will be producing statutory accounts for clients and presenting an operational summary of the results to your clients. With a focus on support and management accounts for our clients, you will have experience of producing management reports for your clients and reviewing client records to health check the book keeping.

Applicants should be able to demonstrate the following :

• Recent practice experience
• Experience of FRS 105 and FRS 102 for SMEs
• Have completed or be working towards a higher-level industry qualification e.g., ACCA / ACA
• Be proficient in working with packages such as Xero and IRIS and Excel

You will be able to manage your time and workflow effectively, to ensure client work is completed in accordance with statutory deadlines and client guarantees. You will have the ability to apply your analytical and problem‑solving skills to highlight and resolve client issues, suggest solutions and support business objectives. You will be a proactive and effective communicator, showing a willingness to talk through your solutions with clients. You will want to progress in your career to improve yourself in your management abilities and tax knowledge.

If this sounds like you, then I want to hear from you ASAP. Please apply addressed to Jay Vilarrubi-Smithquoting job reference JVS10526.

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 Jay Vilarrubi-Smith, our dedicated practice specialist.