Client Relationship Manager

2 months ago


Spalding Lincolnshire, United Kingdom TC Group Full time

Salary – competitive dependant on experience Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working

Holiday – 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days)
Due to growth, we have an exciting opportunity for a Client Relationship Manager in either our Spalding/Boston TC Bulley Davey office.

You will be reviewing and reporting on account performance, undertaking regular client visits and promoting positive client engagement, ensuring exceptional service delivery is upheld at all times and identifying growth opportunities from within your portfolio.

The role will also entail involvement with practice and workflow management for the whole team, as well as strategic planning with the client. You will organise and provide on the job coaching, identifying training and development needs and ensuring these are facilitated. You will have an active involvement in the development of our approach, and creating and monitoring an “improvement focussed” mentality across the whole team.

managing client relationships and ensuring we deliver exceptional client service which will include regular touch points with your clients, both online and in-person
explore development opportunities with existing relationships to increase portfolio sizes and add to Business Development for whole service line
reviewing VAT returns, personal tax returns and partnership returns, limited company and sole trader accounts
Assisting in the management of the office and developing junior members of staff and proactively look to develop a culture on continuous improvement and best practice
identifying training and development needs and ensuring these are facilitated
escalating development issues and progression requirements to senior management team

ACA / ACCA qualified
you should be proficient in MS Office / highly PC literate, along with sound accounting system knowledge. Iris software experience would be beneficial.
must be extremely organised and flexible, with a positive, solutions based perspective
be flexible and able to travel to other regional offices

pension scheme
group life assurance 4 x salary
private medical insurance after 5 years' service
car parking
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

We're an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. 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.



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