Client Relationship Manager — Hybrid & Growth Focus

TC Group

Peterborough

Hybrid

GBP 45,000 - 65,000

Full time

4 days ago
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Benefits offered by this job

Pension scheme
Private medical insurance
On site 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 relationships with a portfolio of accountancy clients. You will work with internal teams to understand client needs, identify growth opportunities and support retention.

The role demands strong client-facing skills and technical accounting knowledge. Applicants should have ACCA/ACA qualifications, 3+ years’ practice experience and proficiency in Sage/Xero.

Qualifications

  • 3+ years of practice experience within accountancy/clients.
  • ACCA/ACA qualified or equivalent.
  • Proficient with Sage and Xero; experience with CCH is a plus.
  • Strong Excel skills including vlookup, sumif and Pivot Tables.
  • Attention to detail and ability to work under deadlines.
  • Client facing role with proactive communication and initiative.

Responsibilities

  • Review year end accounts, corporation and personal tax and VAT returns.
  • Assist clients with general advice and software questions.
  • Manage a portfolio of clients, plan workflows, monitor WIP and billing.
  • Brief team on assignments and ensure plans are understood.
  • Oversee junior team members and sign off on files within budget.
  • Strengthen existing client relationships and pursue opportunities for growth.
  • Contribute to process improvements and best practices.
  • Assist in winning new clients.

Skills

Client facing
Excel proficiency
Attention to detail
Organisation
Team player
Communication skills
Ability to work under pressure
Drive and initiative

Education

ACCA/ACA qualified

Tools

Sage
Xero
CCH (advantage)

Job description

TC Group in Peterborough is seeking a Client Relationship Manager to build and maintain relationships with a portfolio of accountancy clients. You will work with internal teams to understand client needs, identify growth opportunities and support retention.

The role demands strong client-facing skills and technical accounting knowledge. Applicants should have ACCA/ACA qualifications, 3+ years’ practice experience and proficiency in Sage/Xero.

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