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Permanent

Client Manager

Michael Page
Trowbridge
money-bag £50000 Annual
Posted: 25 August 2026 (2 days ago)
Closing date: 24 September 2026
Ref: 3161860958

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.Client DetailsAn Highly successful with excellent reputation professional services organisation based in Trowbridge, Wiltshire.DescriptionManage 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 TaxProvide 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 traineesProfileA successful Client Manager should have: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.Job ..... full job details .....

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