Client Relationship Manager

Michael Page
Somerset, Taunton
£35000 - £45000 per annum + Benefits
23 Jan 2023
20 Feb 2023
JN -042022-5411295
Mark Bailey
Job role
Contract type
Full time
Experience level

An opportunity to join a close knit, reputable firm of accountants based in Taunton has arisen for a Client Relationship Manager to join their team taking on the client portfolio management and hands on delivery of year end accounts, tax and wider service provision to a varied client base.

Client Details

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.


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


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.

Job 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.

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