Client Manager

Autograph Recruitment Ltd; Devon and Torbay; On-site; GBP 32,000 - 46,000; Full time

Job summary

Autograph Recruitment Ltd in Plymouth is representing a well-established accountancy firm recruiting a Senior Client Advisor to join their Accounting & Business Services team. You will take ownership of your own portfolio and enjoy a client-facing role with opportunities to develop technically and professionally.

The role involves managing a portfolio, preparing and reviewing management accounts, VAT returns and statutory accounts; supporting corporation tax and general compliance; mentoring

Qualifications

• 2-3+ years' experience within an accountancy practice.
• AAT / ACCA / ACA qualified or part-qualified.
• Strong communication skills and confidence working with clients.
• Experience with software such as Xero, IRIS or similar

Responsibilities

• Managing a portfolio of clients, acting as a key point of contact
• Preparing and reviewing management accounts, VAT returns, and statutory accounts
• Supporting with corporation tax and general compliance work
• Reviewing work of junior team members and providing guidance
• Working closely with clients, including attending meetings and advising on financial matters
• Assisting with onboarding, systems (Xero), and improving processes

Skills

Client-facing

Portfolio management

Communication

Education

AAT / ACCA / ACA qualified or part-qualified

Tools

Xero

IRIS

Job description

Senior Client Advisor - Accounting & Business Services

Plymouth Competitive Salary

I'm currently working with a well-established and growing accountancy firm looking to recruit a Senior Client Advisor to join their Accounting & Business Services team in Plymouth.

This is a fantastic opportunity for someone with practice experience who enjoys a client-facing role and wants to take ownership of their own portfolio, while continuing to develop both technically and professionally.

The role will involve:

• Managing a portfolio of clients, acting as a key point of contact
• Preparing and reviewing management accounts, VAT returns, and statutory accounts
• Supporting with corporation tax and general compliance work
• Reviewing work of junior team members and providing guidance
• Working closely with clients, including attending meetings and advising on financial matters
• Assisting with onboarding, systems (Xero), and improving processes

The ideal candidate will have:

• 2-3+ years' experience within an accountancy practice
• AAT / ACCA / ACA qualified or part-qualified
• Strong communication skills and confidence working with clients
• Experience with software such as Xero, IRIS, or similar

This role offers a varied workload, strong client exposure, and the opportunity to progress within a supportive and forward-thinking firm.