Client Relationship Manager

TC Group; Cambridgeshire and Peterborough; Hybrid; GBP 42,000 - 63,000; Full time

Benefits offered by this job

Pension scheme

Private medical insurance

On site car parking

Cycle to work scheme

Group life assurance x 4 salary

Employee benefits portal

Referral bonus

Employee Assistance Programme

Job summary

TC Group is seeking a Client Relationship Manager to join the Peterborough team. You will nurture a portfolio of accountancy clients, act as the trusted contact, and coordinate with internal teams to deliver exceptional service.

The role requires ACCA/ACA qualification and strong experience in accounts production, with solid Excel skills and familiarity with Sage and Xero. Hybrid working after probation is available.

Qualifications

• 3+ years of practice experience in a accounting environment.
• Strong communication and client-facing skills.
• Proficient with Excel (including advanced functions) and standard accounting software.

Responsibilities

• Review year end accounts, corporation and personal tax returns and VAT returns.
• Support clients with general accounting and software questions.
• Manage a portfolio of clients, including WIP and billing.
• Brief team on assignments and ensure clear plans.
• Oversee junior staff and sign off on files within budget.
• Strengthen client relationships and contribute to process improvements.
• Assist in winning new clients.

Skills

Client relationship management

Accountancy proficiency

Excel skills

Communication

Detail oriented

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)

About the Client Relationship Manager role

We are TC Group, the fastest-growing top 20 accountancy firm in the UK. We're business advisors and accountants, with over 30 years of experience we've honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.

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

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:

• 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

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
• 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 us

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.