Client Manager

Trial Balance; West of England; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Flexible working

Part-time option

Early finish Friday

Private medical insurance

Supportive team

Growth opportunity in Bristol office

Job summary

Trial Balance is expanding and seeking an experienced Client Manager to shape the Bristol office from the ground up. You’ll manage a portfolio of limited companies, sole traders and partnerships, acting as the primary contact and delivering proactive accounting, tax and business advice.

You’ll have ACA/ACCA qualifications with solid practice experience, enjoy building relationships, embracing new technology, and guiding junior staff while collaborating closely with Partners to grow the firm’s

Qualifications

• Be ACA or ACCA qualified (or equivalent) with strong experience gained within an accountancy practice environment.
• Experience managing your own client portfolio and reviewing accounts and tax work, while supporting and developing junior team members.

Responsibilities

• Managing a portfolio of limited companies, sole traders and partnerships.
• 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.
• Identifying opportunities to add value as clients grow their businesses.

Skills

Portfolio management

Accounting

Tax advice

VAT

Business advisory

Mentoring

Relationship building

Cloud accounting

Education

ACA/ACCA qualified

Job description

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.

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.