Client Manager

Senior Client Advisor – Accounting & Business Services
&#(phone number removed); Plymouth | &#(phone number removed); Competitive Salary

I’m currently working with a well-established and growing accountancy firm looking to recruit a Senior Client Advisor to join their Accounting & Business Services team in Plymouth.

This is a fantastic opportunity for someone with practice experience who enjoys a client-facing role and wants to take ownership of their own portfolio, while continuing to develop both technically and professionally.

The role will involve:

• 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

The ideal candidate will have:

• 2–3+ years’ experience within an accountancy practice

• AAT / ACCA / ACA qualified or part-qualified

• Strong communication skills and confidence working with clients

• Experience with software such as Xero, IRIS, or similar

This role offers a varied workload, strong client exposure, and the opportunity to progress within a supportive and forward-thinking firm.

If this sounds of interest, please get in touch for more details.

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