Client Manager - Accountancy Practice

Trial Balance; Corsham; On-site; GBP 35,000 - 55,000; Full time

Job summary

An exciting opportunity awaits in a forward-thinking firm located in Corsham, where you can thrive as a Client Account Manager. This role emphasizes customer service and allows you to leverage your expertise in accounting and tax regulations. You will manage client portfolios, ensuring compliance and providing advisory support, while also mentoring junior staff. If you have a passion for helping businesses grow and a desire to enhance your management skills, this position is perfect for you. Join a dynamic team that values your contributions and offers a pathway for career progression.

Qualifications

• Experience with FRS 105 and FRS 102 for SMEs.
• Working towards a higher-level qualification like ACCA or ACA.

Responsibilities

• Manage a portfolio of clients and support junior staff.
• Produce statutory accounts and management reports for clients.

Skills

FRS 105

FRS 102

Xero

IRIS

Excel

Analytical Skills

Problem-Solving Skills

Communication Skills

Education

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:

• 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 Rob Emsley quoting job reference RE10526.

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.