Client Manager: Lead Portfolio & Growth (Flexible)

Trial Balance Consulting; Burnham-on-Sea; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Flexible working arrangements

Part-time or full-time hours

Early finish every Friday

Private medical insurance

Performance-related commission

Supportive and collaborative team

Influence future direction

Job summary

Trial Balance Consulting in Burnham-on-Sea is seeking an experienced Client Manager to own a varied portfolio of clients and lead a small team of accountants. You will build long-term relationships, provide proactive accounting, tax and business advice, and review statutory accounts, corporation and personal tax, plus VAT work.

You will mentor junior staff and work with Partners to improve processes while promoting cloud technology and modern working practices across the firm.

Qualifications

• Be ACA or ACCA qualified (or equivalent) with strong experience gained within an accountancy practice environment.
• You’ll already have experience managing your own client portfolio and will be confident reviewing accounts and tax work, whilst supporting and developing more junior members of the team.
• You’ll enjoy building relationships, embracing new technology and looking for ways to continually improve how things are done.

Responsibilities

• Managing a portfolio of limited companies, sole traders and partnerships, acting as the primary point of contact
• 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 a small team of accountants and trainees
• Working closely with the Partners to improve processes and enhance the overall client experience
• Supporting the continued adoption of cloud technology and modern working practices across the practice
• Identifying opportunities to add value and further support your clients as their businesses grow

Skills

Client portfolio management

People leadership

Accounting & tax advisory

Cloud accounting technology

Relationship building

Education

ACA or ACCA qualified (or equivalent)

Tools

Cloud accounting software

Job description

Trial Balance Consulting in Burnham-on-Sea is seeking an experienced Client Manager to own a varied portfolio of clients and lead a small team of accountants. You will build long-term relationships, provide proactive accounting, tax and business advice, and review statutory accounts, corporation and personal tax, plus VAT work.

You will mentor junior staff and work with Partners to improve processes while promoting cloud technology and modern working practices across the firm.