Client Relationship Manager
Listed on 2026-07-09
-
Accounting
Hours
Monday to Friday, 37.5 hours per week with flexible, hybrid working after probation.
Holiday23 days annual leave (excluding bank holidays) increasing by one day per year of service (up to a maximum of 5 days).
About the Client Relationship Manager roleWe 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, delivering a broad 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 Peterborough. You will build and maintain strong relationships with a portfolio of accountancy clients, act as a trusted point of contact and ensure exceptional service delivery.
You will work closely with internal teams to understand client needs, identify growth opportunities and support long‑term client retention.
- 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, including workforce planning, management of WIP and billing.
- Briefing team members on assignments and ensuring everyone has a clear understanding of the plans.
- Overseeing junior team members, delegating work and signing off on files prepared by them to ensure work is done within budget.
- Strengthening existing client relationships.
- Contributing to ongoing process improvement and best practice development.
- Winning new clients.
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 and 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 jobs are processed in a timely way and client requests are dealt with.
- Participative team player who motivates others and willingly accepts tasks to assist others.
- Private medical insurance after 5 years of service.
- Cycle to work scheme.
- Group life assurance at 4 times the salary.
- Access to our employee benefits portal – cashback and vouchers on everyday purchases.
- Employee referral bonus.
- Employee assistance programme.
- Continuous training and development – support not only for professional qualifications but also for personal goals and aspirations.
TC Group is growing and changing at quite a pace. We’re an ambitious group of people with a shared aim – to create a consistent, high‑quality experience for our clients. Our client list includes more and more of the UK’s ambitious business owners, SMEs and large corporations. We help them make courageous decisions to grow their businesses. We look for individuals who are technically brilliant, solution‑focused, and continually strive to be best‑in‑class.
Each member of our team plays an integral part in creating the unique feel and culture of our business, helping 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.
Apply now.
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