Client Manager - Accountancy Practice

TC Group; Peterborough; Hybrid; GBP 42,000 - 60,000; Full time

Benefits offered by this job

Pension scheme

Private medical insurance after 5 year

On site car parking

Cycle to work scheme

Group life assurance x 4 salary

Employee benefits portal

Employee Referral Bonus

Employee Assistance Programme

Regular training and development

Job summary

TC Group in Peterborough is seeking a Client Relationship Manager to build and maintain strong relationships with a portfolio of accountancy clients, acting as a trusted point of contact and ensuring high-quality service delivery. The role collaborates with internal teams to understand client needs, identify growth opportunities, drive retention, and support ongoing process improvements.

Candidates should have 3+ years’ practice experience and ACCA/ACA qualifications, with hybrid working after

Qualifications

• Minimum 3 years' recent experience working within a UK accountancy practice managing a portfolio of clients.
• ACCA/ACA qualified.
• Familiar with Sage and Xero; CCH experience advantageous.
• Strong Excel skills (including VLOOKUP, Pivot Tables).
• Excellent communication and client relationship skills.

Responsibilities

• Review year end accounts, corporation and personal tax returns and VAT returns prepared by senior or junior members of the accounts team.
• Manage a portfolio of clients, this will involve workforce planning, management of WIP and billing.
• Provide general advice and software assistance to clients.
• Leading and briefing team members on assignments with clear plans.
• Oversee junior team members, delegating work and signing off on files within budget.
• Strengthen existing client relationships and contribute to process improvements.
• Support winning new clients.

Skills

Client facing

Attention to detail

Organised

Team player

Education

ACCA/ACA qualified

Tools

Sage

Xero

CCH

Job description

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)

Essential

Minimum 3 years' recent experience working within a UK accountancy practice managing a portfolio of clients. Applications without accountancy practice experience will not be considered.

Join a Top 20 Accountancy Firm That's Growing Fast

At TC Group, we're more than accountants. We're trusted business advisors helping ambitious entrepreneurs, SMEs and larger organisations achieve their goals.

As one of the UK's fastest-growing Top 20 accountancy firms, we're proud of our people-first culture, our collaborative approach and our commitment to helping both our clients and our colleagues succeed.

TC Bulley Davey are looking for 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

What You'll Be Doing

• 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

What We're Looking For

We're keen to hear from candidates who can demonstrate:

• 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)
• Strong attention to detail
• Self-motivated
• Able to demonstrate drive and initiative
• 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

Our Benefits

• 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
• Employee Referral Bonus - we're always looking for talented individuals to join our team
• Employee Assistance Programme
• Regular training and development - continuous development and support not only for your professional qualifications but also for your personal goals and aspirations

About TC Group

TC Group is growing and changing at quite a pace! We're an ambitious group of people with the same aim - to create a consistent, high-quality experience for our clients. Like us, our client list is growing - we're supporting more and more of the UK's ambitious business owners, SME's and large Corporations and it's a real team effort. We're helping them make courageous decisions to grow their businesses.

We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds.

We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide Sponsorship.