Client Manager

As a Client Portfolio Manager in Trowbridge, you'll oversee a portfolio of clients within the professional services industry, ensuring their accounting and finance needs are met with precision. Your role will involve managing client relationships, guiding financial processes, and helping businesses stay on top of their financial health.

An Highly successful with excellent reputation professional services organisation based in Trowbridge, Wiltshire.

• Manage and maintain a portfolio of clients, acting as their main point of contact.
• Oversee accounting and finance processes, ensuring compliance and accuracy.
• Working with SME, Sole Traders.
• Working on Corporate and Personal Tax
• Provide advice and support to clients on financial matters.
• Prepare and review financial statements and reports.
• Assist clients with tax planning and submissions.
• Collaborate with internal teams to deliver high-quality services.
• Identify opportunities for process improvements or additional services.
• Ensure deadlines are met and deliverables are completed promptly.
• Manage junior staff I/e trainees

• Professional qualifications in accounting or finance, ACA or ACCA .
• Strong knowledge of accounting and tax principles within professional services.
• Proven ability to manage client relationships effectively.
• Excellent communication and organisational skills.
• A proactive and detail-oriented approach to work.
• Confidence in using accounting software and tools.

• Competitive salary ranging from £50,000 to £55,000, dependent on the level of experience.
• Excellent opportunity to take your career to the next level working closely with Senior leadership team/Partners.
• Flexible working arrangements to support your work-life balance.
• Hybrid working 3 days office 2 days remote options available.
• Permanent position in Trowbridge within the professional services industry.