Client Manager

ACCA Careers; Trowbridge; Hybrid; GBP 50,000 - 55,000; Full time

Benefits offered by this job

Flexible working arrangements

Hybrid working model

Job summary

ACCA Careers in Trowbridge is seeking a Client Portfolio Manager to oversee a portfolio of clients in the professional services sector, ensuring accounting and finance needs are met with precision.

You will manage client relationships, guide financial processes, prepare and review statements, and support tax planning while working in a hybrid environment with three days in the office and two remote days. This permanent role offers clear career progression within a reputable firm.

Qualifications

• Professional qualifications in accounting or finance (ACA/ACCA).
• Strong knowledge of accounting and tax principles in professional services.
• Proven ability to manage client relationships effectively.
• Excellent communication and organisational skills.
• Proactive and detail-oriented approach to work.

Responsibilities

• Manage and maintain a portfolio of clients, acting as their main point of contact.
• Oversee accounting and finance processes, ensuring compliance and accuracy.
• Work with SME, Sole Traders; advise on tax planning and submissions.
• Prepare and review financial statements and reports.
• Collaborate with internal teams to deliver high-quality services.
• Identify opportunities for process improvements or additional services.
• Ensure deadlines are met and deliverables completed promptly.
• Manage junior staff/trainees.

Skills

Client relationship management

Communication skills

Organisational skills

Proactive and detail-oriented

Leadership of junior staff

Education

ACA or ACCA qualification

Accounting/Finance degree

Tools

Accounting software

Job description

As a Client Portfolio Manager in Trowbridge, you'll oversee a portfolio of clients within the professional services industry, ensuring their accounting and finance needs are met with precision. Your role will involve managing client relationships, guiding financial processes, and helping businesses stay on top of their financial health.

Client Details

An Highly successful with excellent reputation professional services organisation based in Trowbridge, Wiltshire.

Description

• Manage and maintain a portfolio of clients, acting as their main point of contact.
• Oversee accounting and finance processes, ensuring compliance and accuracy.
• Working with SME, Sole Traders.
• Working on Corporate and Personal Tax
• Provide advice and support to clients on financial matters.
• Prepare and review financial statements and reports.
• Assist clients with tax planning and submissions.
• Collaborate with internal teams to deliver high-quality services.
• Identify opportunities for process improvements or additional services.
• Ensure deadlines are met and deliverables are completed promptly.
• Manage junior staff I/e trainees

Profile

A Successful Client Manager Should Have

• Professional qualifications in accounting or finance, ACA or ACCA .
• Strong knowledge of accounting and tax principles within professional services.
• Proven ability to manage client relationships effectively.
• Excellent communication and organisational skills.
• A proactive and detail-oriented approach to work.
• Confidence in using accounting software and tools.

Job Offer

• Competitive salary ranging from £50,000 to £55,000, dependent on the level of experience.
• Excellent opportunity to take your career to the next level working closely with Senior leadership team/Partners.
• Flexible working arrangements to support your work-life balance.
• Hybrid working 3 days office 2 days remote options available.
• Permanent position in Trowbridge within the professional services industry.