Client Manager - Accountancy Practice

Trial Balance; Falmouth (KY); On-site; USD 70,000 - 90,000; Full time

Job summary

A well-respected firm in Falmouth, KY, is seeking an experienced Client Manager to manage a diverse portfolio of clients, including limited companies and sole traders. The role involves year-end accounts, tax returns, and cloud accounting transitions. Ideal candidates will be ACA or ACCA qualified, with strong practice experience welcome. Opportunities for business development and growth are available.

Qualifications

• Previous experience in a practice environment is essential.
• Strong practice background accepted even if ACA/ACCA not completed.

Responsibilities

• Manage a portfolio of limited companies, sole traders, and partnerships.
• Participate in year-end accounts and tax return preparation.
• Assist with the transition to cloud-based accounting.

Skills

Client Management

Business Development

Networking

Education

Fully qualified ACA or ACCA

Job description

Are you an experienced Accounts Senior who is ready to make the next step into Client Management? Or perhaps you are already a Manager but frustrated with the lack of opportunity at your current firm?

I’m working with a very successful and well respected firm. Continued expansion of their client group has resulted in the need to recruit another Client Manager.

You’ll be given your own portfolio of limited companies, sole traders and partnerships to look after in this role, and you will coordinate and actively participate in a variety of services to include year end accounts and tax return preparation, management accounting and VAT, along with assisting with the transition to cloud based accounting packages. Strong performers will also be given the opportunity and incentives to grow their portfolio further through business development and networking activities.

This role would suit a fully qualified ACA or ACCA, though if you haven’t completed your studies but have a very strong practice background, then I’d still like to hear from you. Previous experience in a practice environment is essential due to the technical requirements of the role.

To apply, please contact Jay Vilarrubi-Smith, quoting job reference JVS10551.

Trial Balance is an equal opportunities employer and welcomes applications from all qualified candidates.