Trinity Personnel Ltd
Client Manager
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The Opportunity
We are delighted to be recruiting on behalf of a well-established and highly regarded accountancy practice in Shrewsbury for an experienced Client Manager to join their friendly and growing team. This is a fantastic opportunity for an experienced accountant who enjoys working closely with clients, taking ownership of their portfolio and playing an active role in supporting and developing more junior members of the team.
The practice prides itself on providing a high-quality, personal service to its clients while maintaining a friendly, supportive and collaborative working environment. With regular team outings and a strong team culture, this is a business where people genuinely enjoy coming to work.
Flexible working hours can also be considered for the right candidate.
The Role
As Client Manager, you will manage your own portfolio of clients and take responsibility for your workflow, while also overseeing and supporting the work of more junior members of the team. You will use your technical knowledge of FRS 105 and FRS 102 to prepare and review statutory accounts, alongside preparing management accounts and reports that provide clients with meaningful insight into their financial performance. A key part of the role will be building strong client relationships, understanding their requirements and providing commercially focused advice and support.
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Key Responsibilities
- Managing a portfolio of clients and acting as a key point of contact.
- Identifying client requirements from their instructions and proactively addressing their needs.
- Preparing and reviewing statutory accounts under FRS 105 and FRS 102.
- Preparing management accounts and management information for clients.
- Reviewing client bookkeeping records and carrying out bookkeeping "health checks".
- Ensuring regulatory and statutory deadlines are achieved.
- Ensuring the effective and cost-efficient use of resources across engagements.
- Ensuring clients' affairs are managed to the high standards expected of a professional accountancy firm.
- Working collaboratively with other members of the firm where specialist support is required.
- Planning and scheduling work to meet office performance targets, including fee targets, chargeable time and fee recovery.
You will ideally have:
- At least 3 years' experience in client management or a similar role within an accountancy practice or financial services environment.
- Strong technical knowledge of FRS 105 and FRS 102.
- Experience preparing and reviewing statutory accounts.
- Experience preparing management accounts and financial reports.
- Experience with tax computations and Self Assessment tax returns.
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What’s On Offer
- Full-time, permanent position.
- Monday–Thursday 8:30am–5:00pm.
- Friday finish at 3:00pm.
- Flexible working hours can be considered for the right person.
- Company pension.
- Free parking.
- Health & wellbeing programme.
- Employee and store discounts.
- Company events and regular team outings.
- Casual dress.
- A friendly, supportive and collaborative working environment.
- Excellent opportunity to develop your career within an established accountancy practice.
- A genuinely positive team culture where people are valued and supported.
Why Join?
This is more than just a role preparing accounts. You will have the opportunity to become a trusted adviser to your clients, develop meaningful relationships and play an important part in the continued success of the practice. If you are an experienced accountant looking for a role where you can take ownership, work closely with clients and be part of a friendly team with a great culture, we would love to hear from you.
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