Strategic Client Partner — Accounting & Business Services

Autograph Specialist Recruitment Limited; Plymouth; On-site; GBP 32,000 - 52,000; Full time

Job summary

Autograph Specialist Recruitment Limited is recruiting a Senior Client Advisor for an established Plymouth-based accountancy firm. The role offers client exposure and ownership of a portfolio, with opportunities to progress while developing technical and professional skills.

The successful candidate will manage client portfolios, prepare accounts and VAT, and assist with tax and compliance work, while mentoring junior staff and enhancing processes.

Qualifications

• 2–3+ years’ experience within an accountancy practice
• Experience communicating with clients and attending meetings
• Experience with software such as Xero, IRIS, or similar

Responsibilities

• Managing a portfolio of clients, acting as a key point of contact
• Preparing and reviewing management accounts, VAT returns, and statutory accounts
• Supporting with corporation tax and general compliance work
• Reviewing work of junior team members and providing guidance
• Working closely with clients, including attending meetings and advising on financial matters
• Assisting with onboarding, systems (Xero), and improving processes

Skills

Client-facing

Professional communication

Confident with clients

Education

AAT/ACCA/ACA or part-qualified

Tools

Xero

IRIS

Job description

Autograph Specialist Recruitment Limited is recruiting a Senior Client Advisor for an established Plymouth-based accountancy firm. The role offers client exposure and ownership of a portfolio, with opportunities to progress while developing technical and professional skills.

The successful candidate will manage client portfolios, prepare accounts and VAT, and assist with tax and compliance work, while mentoring junior staff and enhancing processes.