Client Manager — Lead & Grow a Diverse Client Portfolio

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

Job summary

Trial Balance Consulting is seeking an experienced Client Manager in Camborne to lead a diverse client portfolio and ensure high-quality service delivery. You will sign off statutory accounts for juniors, review personal tax and VAT returns, and provide practical accounting and taxation support while developing junior staff.

With ACA or ACCA preferred (or equivalent experience), you will build strong client relationships, onboard new clients, and contribute to the growth of the practice.

Qualifications

• Significant experience in an accountancy practice.
• Ability to manage a client portfolio independently.
• ACA or ACCA preferred; equivalents considered.
• Strong knowledge across accounts, corporation tax, personal tax and VAT.
• Excellent communication and relationship-building skills.

Responsibilities

• Managing a varied portfolio of clients, taking responsibility for service delivery, workflow and ensuring deadlines are consistently achieved
• Reviewing and signing off statutory accounts prepared by junior members of the team
• Preparing and reviewing personal tax returns, ensuring accuracy and compliance
• Reviewing VAT returns, supporting new VAT registrations and identifying potential opportunities or areas of risk
• Acting as a key point of contact for clients, building strong relationships and providing practical accounting and taxation support
• Supporting the on-boarding of new clients and providing technical guidance to colleagues
• Supervising and developing junior team members, helping to co-ordinate workloads and maintain high standards
• Contributing to business development activity, including new client opportunities and the continued growth of your portfolio

Skills

Client portfolio management

Communication skills

Tax knowledge

Accounts knowledge

Education

ACA or ACCA qualification

Job description

Trial Balance Consulting is seeking an experienced Client Manager in Camborne to lead a diverse client portfolio and ensure high-quality service delivery. You will sign off statutory accounts for juniors, review personal tax and VAT returns, and provide practical accounting and taxation support while developing junior staff.

With ACA or ACCA preferred (or equivalent experience), you will build strong client relationships, onboard new clients, and contribute to the growth of the practice.