Client Relationship Management Jobs

The accountancy profession is undergoing a significant shift towards automation to improve efficiency and despite this, it's an excellent time for Client Relationship Management Jobs.

Client Relationship Managers combine an innate understands of the newer ways of management accounting and then demonstrate customer service excellence to articulate key actions to ensure clients are primed to stay ahead of mandatory tax management changes.

They work with clients/accounts to ensure they are getting the most out of the company’s products and services, and to persuade clients to continue to do business with the organisation.

Whether in practice or industry, many companies are seeking skilled relationship managers with relevant people influencing skills to take the organisation to the next level of advisory services.

Role requirements in Client Relationship Management Jobs

The skills called upon in the Client Relationship Management role combine accounting knowledge with a softer consultative approach to impart expertise and a deep understanding on matters such as Making Tax Digital.

  • Plan and prioritise personal sales activities and customer/prospect contact
  • Conducting business reviews to ensure clients are satisfied with their products and services.
  • Attending meetings with clients to build relationships with existing accounts.
  • Liaising with internal departments to ensure client needs are fulfilled effectively.
  • Managing personal time and productivity, plan and manage personal business portfolio/territory/business according to an agreed market development strategy
  • Informing customers about other products/services that the company has to offer.
  • Manage product/service mix, pricing and margins according to agreed aims.
  • Attending meetings with clients to build relationships with existing accounts.
  • Escalating and resolving areas of concern as raised by clients.
  • Monitoring company performance against service level agreements and identifying any potential issues.
  • Passing leads to the sales team and following up on progress.

Skills needed for Client Relationship Management jobs as trusted advisors

With increased reliance on cloud-based software packages, Client Relationship Managers have to become trusted advisors and to do so requires time invested in keeping up to date on changes in the Digitalisation of Accounts.

Being knowledgeable in general IT and accounting software especially when it is likely your client will know how to use it too is fundamental.

Salaries for Client Relationship Managers

Competitive client relationship manager salaries typically start from £30,000 per annum and provide opportunities for future development.

Contact the Accountancy Division Team

Contact the Accountancy Division Team

Email the Accountancy Division at

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Our job listing highlights some of the excellent accountancy and finance management roles currently available in the sector. Positions are available with organisations across Scotland. 

Job Listings

  1. Indirect Tax Director - Qatar

    Location: Rest of World

    Salary: TBC

    Category: Tax Senior

    Indirect Tax Director - Qatar.
    We are looking for an experienced Indirect Tax Director for our client in Qatar.Joining a Regional Tax team, you will work on key client assignments across VAT, GST, and Customs & Excise.You should have experience across the ME region, be operating as an established Indirect ...

  2. Bookkeeper

    Location: Kirkintilloch

    Salary: TBC

    Category: Bookkeeping

    Our client is looking for a talented Bookkeeper to join them x2 days per week at their office based in Kirkintilloch.
    This is a temporary ongoing position with an immediate start for the right candidate. Salary is dependant on experience

    Main Duties
    -Bank Reconciliations-Inputting Sales & Purchase invoices (must have used ...

  3. Transfer Pricing, Senior Consultant - Singapore

    Location: Rest of World

    Salary: TBC

    Category: Tax Assistant

    Transfer Pricing, Senior Consultant - Singapore.
    We are working with a market leader in Singapore who are looking to strengthen their TP team with the hire of a Senior Consultant.
    As a Transfer Pricing, Senior Consultant you will focus on:

    Undertaking functional analysis interviews with clients.
    Conducting benchmarking studies.
    Recommending planning ...

  4. Team Leader, Transfer Pricing - Singapore.

    Location: Rest of World

    Salary: TBC

    Category: Tax Assistant

    Team Leader, Transfer Pricing - Singapore.
    Our international client is looking to hire a Team Leader to join their Transfer Pricing team in Singapore.
    As a Transfer Pricing, Team Leader your key areas of responsiblity will be to :

    Lead selected Transfer Pricing engagements and manage a portfolio of clients.
    Maintain and ...

  5. Transfer Pricing Manager - Dublin, Ireland

    Location: Europe

    Salary: TBC

    Category: Taxation / VAT

    Transfer Pricing Manager – Dublin, Ireland.
    The role of the Transfer Pricing Manager:
    • Supporting and leading projects for a variety of local and International clients.
    • Focusing on TP Planning, Advisory and Controversy work.
    • Preparing TP reports, analyses, benchmarking and communicating with Revenue Authorities.
    • Mentoring and training  junior staff members.
    Transfer Pricing ...

View All Senior Client Manager Jobs.