Management Accountant – Bristol

Key Purpose

To provide an excellent level of service whilst working with clients across a range of industry sectors, including sole-traders, partnerships, and limited companies. This role will be reporting directly to the management team, and you will be a key member of the team in its day-to-day performance.

You will be focused on delivery of work in line within set deadlines and are responsible for ensuring that our clients receive the best possible client experience; proactively searching for opportunities to add value. You will also utilise and further develop your skills to assist your less experienced colleagues to harness a culture where the team and clients continually thrive.

To be an ambassador of the firm’s values.

Key Objectives  

  • Production of monthly management accounts pack with commentary of findings.
  • Dealing with accruals & prepayments appropriate to the type of business/client.
  • Liaising with our clients to discuss profit & loss enquiries.
  • Ad hoc reporting according to client requests.
  • Reviewing aged creditors and balance sheet reconciliations prepared for your client by the Purchase Ledger and Assistant Accountant.
  • Liaising with auditors for year end.
  • Production of budgets and forecasts.
  • Production of cashflow forecasts.
  • Respond to client queries promptly, including research and preparation of technical responses to client queries for the management team.
  • To “own” the relationship with your allocated clients and ensure that they feel you are part of their team.
  • Build on technical training to provide specific and accurate responses to queries raised by colleagues or clients.
  • Line buddy for junior staff and potentially helping other less experiences line buddies.
  • Vocalisation of any issues arising or ideas/solutions that will help the firm promote its core principals or working practices.
  • Seek involvement in projects to develop internal processes.
  • Identify at the earliest opportunity areas of potential overrun with solutions to fix, provide support and guidance to colleagues so that they can complete jobs effectively and timely.
  • Take an active role in team meetings and discussions.
  • Complete ownership of your own time and work with effective reporting and communication with your managers.
  • Consistently demonstrating going the extra mile for clients to exceed their client service expectations.
  • Respond to client queries promptly dealing with accounts matters themselves.
  • Support and develop junior members of the team.
  • Maintain your technical knowledge through CPD.
  • Assist with administrative duties as required by the firm.

Key Skills & Competencies

  • Good personal motivation, organisational skills, and the ability to manage your own workload.
  • Flexibility and approachability under pressure.
  • You must be proactive, tenacious, and always show initiative.
  • Good attention to detail and a high degree of accuracy.
  • The ability to communicate confidently, clearly, and effectively at all levels including ensuring the director is aware of any client issues.
  • The ability to work closely with other members of the team and management team.
  • The ability to work closely with client’s management team.
  • A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
  • A high level of professionalism to deliver client service excellence.
  • The ability to build excellent relationships with all colleagues through role model behaviour in line with the Firm’s culture and strategic objectives.
  • The ability to multitask and meet deadlines when required.
  • Effective delegation and time management.
  • To understand when it is necessary to escalate either technical or client experience issues to the director or support specialists.

Key Knowledge & Behaviours

  • Experience of working with multi-site/multi companies.
  • Planning and organisation.
  • Self-motivation.
  • Flexibility and adaptability.
  • Excellent client service.
  • Familiarity with the Firm’s IT systems.
  • Familiarity and an understanding of the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering and the Health and Safety at Work Act.
  • Professional, personable, presentable, and punctual.
  • Good technical knowledge of accounts preparation and tax compliance.
  • Familiarisation with personal and business tax regulations, plus VAT and PAYE.
  • Full driving licence, plus unrestricted access to a car.
  • Organised, accurate, and able to plan the use of time efficiently.
  • Strong interpersonal skills in dealing with both clients, team members and colleagues.
  • Excellent communication skills.


  • CIMA/ACCA/ACA Qualified (or working towards), or qualified by experience.

How to apply

If you have any queries or would like further information about this role, please email