Client Manager - Bristol Growth Lead

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

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