Accountancy Firm - Client Relationship Manager

Client Relationship Manager

Location: Peterborough

Salary : Competitive depending on experience

Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working after probation

Holiday – 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 5 days)

Client Relationship Manager Role

Our client is the fastest-growing top 20 accountancy firm in the UK with over 30 years of experience. We are now looking to recruit a Client Relationship Manager to join the team in their Peterborough office. You will be responsible for building and maintaining strong relationships with a portfolio of accountancy clients, acting as a trusted point of contact and ensuring exceptional service delivery. You will work closely with internal teams to understand client needs, identify opportunities for growth, and support long-term client retention

Key responsibilities of a Client Relationship Manager will include:

Reviewing year end accounts, corporation and personal tax returns and VAT returns prepared by senior or junior members of the accounts team.
Helping clients with general advice and software questions.
Managing a portfolio of clients, this will involve workforce planning, management of WIP and billing
Briefing team members on assignments, ensuring everyone has a clear understanding of the plans
Oversee junior team members, delegating work between the team and signing off on files prepared by them - ensuring work is done within budget
Strengthening existing client relationships
Contributing to ongoing process improvement and best practice development
Winning new clients

About You

We are looking for candidates with the following skills and experience:

Essential : 3+ years of Practice experience
ACCA/ACA qualified
Working knowledge of accounting software including Sage and Xero, previous use of CCH would be an advantage.
Recent experience of Accounts production with a good level of technical knowledge of accounting standards
Strong Excel skills (including vlookup, sumif and Pivot Tables)
Comfortable in a client facing role
Strong background in accounts preparation
Ability to work under pressure and meet deadlines
Previous knowledge and experience of a broad range of sectors would be an advantage
Solid communication skills, with experience of regular, in-person or telephone client contact
Organised and diligent, ensuring that jobs are processed in a timely way and that client requests are dealt with
Participative team player that motivates others and willingly accepts tasks to assist others

Full benefits available for the Client Relationship Manager

Pension scheme
Private medical insurance after 5 years service
On site car parking
Cycle to work scheme
Group life assurance x 4 salary
Access to our employee benefits portal – cashback and vouchers on everyday purchases
Regular training and development - continuous development and support not only for your professional qualifications but also for your personal goals and aspirations

*We can only accept applications from candidates who are based in the UK and unfortunately our client is unable to provide Sponsorship
Only candidates based in UK and eligible to work in UK are allowed