Client Manager: Growth & Advisory in Practice

Trial Balance; Barnstaple; On-site; GBP 45,000 - 60,000; Full time

Job summary

Trial Balance in Barnstaple is seeking an experienced Client Manager to oversee a diverse client portfolio, guiding them on accounting, taxation and reporting requirements.

You'll be the primary contact for clients, build proactive relationships, review accounts and tax work, respond to queries, mentor junior staff and help grow the practice.

The role suits someone with ACA/ACCA beneficial and solid practice background, and a collaborative, client‑focussed mindset.

Qualifications

• Managing a varied portfolio of clients with accounting, taxation and reporting needs.
• Builds proactive client relationships and provides practical advice.
• Strong experience in an accountancy practice environment.

Responsibilities

• Managing a varied portfolio of clients and supporting them with their ongoing accounting, taxation and reporting requirements.
• Acting as a key point of contact for clients, building strong and proactive relationships and providing practical advice and support.
• Preparing and reviewing accounts and tax compliance work to ensure a consistently high standard of delivery.
• Responding to client queries in a timely and professional manner, identifying issues and recommending appropriate solutions.
• Working closely with colleagues and senior leadership to ensure client deadlines and service standards are consistently met.
• Mentoring and developing junior members of the team, providing guidance, feedback and technical support.
• Identifying opportunities to add value to existing client relationships and contribute to the continued growth of the practice.

Skills

Client relationship management

Accounting proficiency

Mentoring junior staff

Tax compliance

Education

ACCA/ACA (beneficial)

Job description

Trial Balance in Barnstaple is seeking an experienced Client Manager to oversee a diverse client portfolio, guiding them on accounting, taxation and reporting requirements.

You'll be the primary contact for clients, build proactive relationships, review accounts and tax work, respond to queries, mentor junior staff and help grow the practice.

The role suits someone with ACA/ACCA beneficial and solid practice background, and a collaborative, client‑focussed mindset.