Hybrid Client Relationship Manager – Peterborough

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

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.