Client Relationship Manager

Taunton Permanent £35,000 - £45,000 per year Hybrid working
  • Manager to join a leading accountancy Practice in Taunton as a key addition.
  • Portfolio management responsibility with year end accounts/tax focused services

About Our Client

Based in Taunton this accountancy practice has developed an excellent reputation acting for varied and interesting clients across wide ranging sectors to include builders, consultants, property developers, architects, marketing, designers, television production, engineering, software developers as just some examples. The firm acts primarily for OMBs and corporate clients, wide ranging in turnovers up into the £millions with core range in the hundreds of thousands. Alongside this the firm has a strong tax offering servicing a large number of individuals, directors, HNWI and international tax cases. The firm offers a very hands on, team focused collaborative environment for all staff, with client portfolio management and responsibility with a range of qualified & QBE managerial support team, with associated more junior support staff around this.

Job Description

You will join as a Client Relationship Manager based in Taunton taking responsibility for your own portfolio of accounting and tax clients, with full autonomy organising delivery and managing this portfolio. You will work the directors and carve a key, long term position here as highly valued support. You will be responsible for:

  • Dealing with the completion of annual accounts and tax computations for a portfolio of clients
  • Ensuring that accounting records for clients are maintained and up to date
  • Managing the preparation of financial statements
  • Comply with internal policies and procedures
  • Reviewing VAT returns produced by junior member of the team
  • Liaising with HMRC and corresponding with clients

The Successful Applicant

You will be any of AAT, ACA, ACCA, ATT, CTA qualified, with a career background in accountancy practice, delivering year end accounts, tax and wider services to varied, sole trader, partnerships and limited company clients across wide ranging sectors and turnovers, as an all round, Client Relationship Manager. You will be looking for an opportunity where you can carve a long term move as a key addition, working within a successful, highly regarded firm of chartered accountants in Taunton.

What's on Offer

Circa £35000 - £45,000 dependent on the background experience and level of the right professional, plus benefits, negotiable. Please apply online and for a further confidential discussion please contact Mark Bailey on 01179271452 to find out more.

Mark Bailey
Quote job ref
Phone number
+44 1179 271452

Job summary

Job function
Audit & Advisory
Practice (Audit) & Assurance
Business Services
Contract type
Consultant name
Mark Bailey
Consultant phone
+44 1179 271452
Job reference
Job Nature
Hybrid working