Client Relationship Manager Peterborough Accounts

TC Group; Peterborough; Hybrid; GBP 38,000 - 48,000; Full time

Benefits offered by this job

Private medical insurance

Cycle to work scheme

Group life assurance

Employee benefits portal

Employee Referral Bonus

Employee Assistance Programme

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. You will work with internal teams to understand client needs, identify growth opportunities and support long-term client retention.

The role requires 3+ years in practice, strong accounting software knowledge (Sage, Xero, CCH), and solid Excel skills. It offers hybrid working after probation and a competitive benefits package.

Qualifications

• 3+ years of Practice experience.
• Proficiency with Sage and Xero; CCH is a plus.
• Experience in accounts production and knowledge of accounting standards.
• Strong Excel skills (VLOOKUP, SUMIF, Pivot Tables).
• Attention to detail and self-motivation.
• Client-facing with strong communication.
• Organised and able to meet deadlines.

Responsibilities

• Review year-end accounts, corporation and personal tax returns and VAT returns.
• Assist clients with general accounting advice and software questions.
• Manage a portfolio of clients, including planning, WIP and billing.
• Brief team members on assignments and ensure clear plans.
• Oversee junior team members and sign off on files within budget.
• Strengthen existing client relationships and support retention.
• Contribute to process improvement and best practice.
• Support business development and winning new clients.

Skills

Practice experience

Client facing

Attention to detail

Self-motivated

Drive and initiative

Organised and diligent

Strong communication

Tools

Sage

Xero

CCH

Job description

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
• 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

• Private medical insurance after 5 years service
• 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.

Competitive, depending on experience

Hours

37.5

Standard benefits across all offices. Please refer to the advert for the full benefits available.Holiday entitlement Pension scheme Group life assurance Access to our corporate reward scheme Employee Assistance Programme Opportunity to develop your skills and progress within the firm Regular training and development