Client Manager

Autograph Specialist Recruitment Limited; Plymouth; On-site; GBP 32,000 - 52,000; Full time

Job summary

Autograph Specialist Recruitment Limited is recruiting a Senior Client Advisor for an established Plymouth-based accountancy firm. The role offers client exposure and ownership of a portfolio, with opportunities to progress while developing technical and professional skills.

The successful candidate will manage client portfolios, prepare accounts and VAT, and assist with tax and compliance work, while mentoring junior staff and enhancing processes.

Qualifications

• 2–3+ years’ experience within an accountancy practice
• Experience communicating with clients and attending meetings
• 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

Professional communication

Confident with clients

Education

AAT/ACCA/ACA 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.