Client Manager | Accountancy Practice, Barnstaple

Trial Balance Consulting; Barnstaple; On-site; GBP 35,000 - 45,000; Full time

Job summary

Trial Balance Consulting in Barnstaple is seeking a Client Manager to oversee a varied client portfolio, delivering accounting, tax and reporting services to a high standard.

You will act as the main contact for clients, build proactive relationships, prepare and review accounts and tax compliance work, and support junior team members to ensure deadlines and service levels are met. The role offers a supportive culture with regular social events and professional development opportunities.

Qualifications

• Experience in an accountancy practice environment.
• ACA or ACCA qualifications beneficial but not mandatory for strong candidates.
• Proven ability to build and maintain client relationships and deliver high-quality accounting and tax support.

Responsibilities

• Managing a varied portfolio of clients and supporting ongoing accounting, taxation and reporting requirements.
• Acting as a key point of contact for clients, building strong relationships and providing practical advice.
• Preparing and reviewing accounts and tax compliance work to ensure high standards of delivery.
• Responding to client queries in a timely and professional manner and recommending solutions.
• Coordinating with colleagues and senior leadership to meet deadlines and service standards.
• Mentoring and developing junior team members with guidance and technical support.
• Identifying opportunities to add value and contribute to business growth.

Skills

Client relationship management

Accounting

Education

ACA/ACCA beneficial

Job description

Trial Balance Consulting in Barnstaple is seeking a Client Manager to oversee a varied client portfolio, delivering accounting, tax and reporting services to a high standard.

You will act as the main contact for clients, build proactive relationships, prepare and review accounts and tax compliance work, and support junior team members to ensure deadlines and service levels are met. The role offers a supportive culture with regular social events and professional development opportunities.