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Apprentice Accountant/Trainee Client Manager

Cheltenham

Position: Apprentice Accountant / Trainee Client Manager
Working Hours:  35 hours per week
Location: Lower Ground Floor, 122 Bath Road, Cheltenham
Reporting to: Operations Manager (Emily Wells)

Firm and Role Description:

 CTA is a forward-thinking accounting firm that offers a holistic service to its clients. We are the only ‘Profit First’ firm in Gloucestershire (one of just 30 in the UK).

We offer an extremely flexible working environment with a relaxed and friendly atmosphere in the office. Our team enjoys an open, collaborative space where ideas are welcomed, and support is always available. We believe in maintaining a positive work-life balance, which is why we regularly treat our staff to team lunches and meals out. These outings provide an opportunity to unwind, strengthen team bonds, and celebrate our collective successes.

At CTA, we’re not just hiring an apprentice—we’re searching for our next Client Manager. This role isn’t just about numbers; it’s about building relationships, solving problems, and helping clients succeed.If you're currently working towards your accounting qualification and looking for a work placement which offers a clear career path please get in touch!

You will be part of our close-knit team, working with a variety of clients from different industries. You’ll receive hands-on training and mentoring, gaining valuable experience while studying towards your professional accounting qualification.

The role will be office-based in our Cheltenham office for the first year(with days off to attend college), after which there may be the opportunity to work from home on a hybrid basis, depending on your learning and performance. Salary will be reviewed every six months, with the expectation that significant pay rises can be earned over the course of your training period.

Vision:

To grow to a £1m turnover practice in 10 years with 2 full teams with an amazing client experience and great team culture.

Mission:

To make a difference to our clients lives by offering tremendous value over the short and long term.

Values:

Person first (it’s a people business)   Kaizen (Continuous improvement)
Above the line thinking (OARBED)   Team player
KISS (Keep it simple stupid)    Tough love (What’s true)

We live these values daily. You must have a growth mindset and be prepared to upskill yourself regardless of experience and qualifications.

Our Culture:

Flexible, friendly, outcome focused, fun. Ambitious, creative, independent, over-communicate, challenging.

Our Service Standards:

To aim for an NPS score of at least 9/10. To change the perception of accountants. To make a real impact on our clients’ lives.

Roles and Responsibilities:

Standard roles

Learning how to manage client relationships and provide exceptional service

• Our main aim is to provide a great client experience through swift and efficient support with queries and providing proactive touch points throughout their financial year
• Be the first point of call for all incoming calls into the business (we also have a virtual reception overflow)
• Speaking to new prospects about our services, checking that they are a "good fit" for our business and putting together a proposal of services and fees for individual tax clients
• Making proactive calls to clients during their onboarding period and ongoing to ensure client happiness and retention
• Assist existing clients with routine administration and technical queries
• Assisting our Client Managers with fee reviews by preparing the numbers and booking in meetings

Assisting with bookkeeping and preparing financial reports

• Complete weekly and monthly bookkeeping for a small portfolio of clients
• Being proactive in requesting and ‘chasing’ client information required to complete work assignments

Supporting the preparation of tax returns and VAT submissions

• Requesting and reviewing information from clients for self-assessment tax returns

Assisting in payroll processing

• Learn how to process monthly payrolls for directors and employees

Gaining a strong understanding of accounting software and systems

• Use our suite of software to prepare bookkeeping, payroll, tax returns and accounts
• Assist clients with how to use software including Xero, Quickbooks and Apron

Supporting the team with administrative tasks as needed

• General admin tasks that include dealing with the post, scanning and emails (we have a Triage system that manages emails and internal communication)

Advanced roles (for candidates that progress or desire these roles)

• Taking on Company Secretarial work including filing Confirmation Statements, incorporating Limited companies and making other changes at Companies House
• Acting as an extension to the Client Managers in dealing with less complex client questions
• Taking business discovery calls to provide a proposal of services to businesses enquiring about joining us as a client
• Helping clients in their onboarding journey with more assistance around bookkeeping setup and overall client related onboarding requirements

Requirements and attributes:

Soft skills

• You are required to have a high level of interpersonal skills in this role
• You should have the ability to be an extremely good communicator
• You are a natural people person and love dealing with client’s routinequestions
• You have the ambition to develop into a client-facing role and lead a team in the future
• One of our main values is ‘Above the Line Thinking’ (also known as OARBED) which means that we do not look to blame or make excuses, we focus on what ‘I’ can do to take ownership, accountability, and responsibility. This is a trait that all our staff must have

Technical Requirements

• A minimum of 5 GCSEs (or equivalent), including Maths and English (Grade C/4 or above)
• Knowledge of the following software

          Microsoft Office (Word, Excel, Outlook)
          Document storage systems experience (we use Sharepoint)

• You will need to be comfortable with technology as we rely on various software applications to provide a streamlined client experience (full training provides for all systems)

Accountabilities:

Monthly catch up with Emily Wells (Operations Manager)

Please click on Apply Now and email your CV and covering letter.

Salary: CTA Salary: £14k per annum starting wage

Apply Now

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