About this role
This permanent Client Manager role in Bristol has arisen due to a long-serving team member retiring, with a full handover available to ensure a smooth transition. You will take over an established and loyal portfolio of clients, acting as their main point of contact and trusted advisor to owner-managed businesses and individuals. Responsibilities include reviewing year-end accounts, overseeing the preparation of management accounts, and reviewing corporation tax returns while liaising with the tax team where required. You will manage workflow to ensure deadlines are met and support, mentor and develop junior members of staff, working closely with Partners and the wider team.
Job Description
Client Manager - Bristol
Up to £45k DOE + flexible working + excellent benefits
Full-time | ASAP start available
You will be joining an award-winning accountancy practice with a well-established office in Clifton, working as part of a friendly and supportive team. Due to a long-serving team member retiring, an exciting opportunity has arisen for an experienced Client Manager to take over an established and loyal portfolio of clients, with a full handover available to ensure a smooth transition.
This is an excellent opportunity for someone who enjoys building strong relationships, delivering exceptional client service and acting as a trusted advisor to owner-managed businesses and individuals. You'll work closely with Partners and the wider team, managing your own portfolio while supporting and developing junior members of staff.
The firm prides itself on its collaborative culture, excellent reputation and commitment to providing a high level of service to clients across a variety of sectors.
You will:
- Manage a portfolio of clients, acting as their main point of contact
- Review year-end accounts and oversee the preparation of management accounts
- Review corporation tax returns and liaise with the tax team where required
- Provide proactive advice and support to clients on a range of accounting and business matters
- Build and maintain strong, long-term relationships with clients
- Manage workflow and ensure deadlines are met
- Support, mentor and review the work of junior team members
- Work closely with Partners to identify opportunities to add value to clients
- Maintain high standards of client service and compliance
You will ideally have:
- ACA or ACCA qualification, although qualified by experience (QBE) candidates will also be considered
- Previous experience managing a portfolio of clients within an accountancy practice
- Strong technical knowledge of accounts preparation and corporation tax
- Excellent communication and relationship-building skills
- The ability to manage multiple priorities and work effectively to deadlines
- Experience reviewing the work of junior staff and providing support where needed
- Knowledge of cloud accounting software such as Xero and QuickBooks would be advantageous
- A proactive and client-focused approach
Next steps
If this sounds like a great opportunity and you can demonstrate a proven track record in initiating and delivering the above, with solid results, then please click Apply to upload your CV for consideration. Alternatively contact Charly Freeman on (phone number removed) or (url removed)
We look forward to hearing from you. If this job is not quite right for you but you are looking for a new position, as a specialist Accountancy & Finance Recruiter, please contact us for a confidential discussion on your career.
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