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 accountancy@stafffinders.co.uk.

Candidates can submit a CV online using our Register online service.

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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. Senior Tax Manager / Tax Manager – Sydney, Australia.

    Location: Rest of World

    Salary: TBC

    Category: Taxation / VAT

    Senior Tax Manager / Tax Manager – Sydney, Australia.
    Our International client is looking to hire a Senior Tax Manager and Tax Manager for their offices in Sydney, Australia.
    The Tax work will cover mostly Tax Compliance, Tax Accounting & Tax Reporting along with Advisory led project work.
    We require you to have ...

  2. Tax Analyst - Bonn, Germany

    Location: Europe

    Salary: TBC

    Category: Tax Assistant

    Tax Analyst - Bonn, Germany.
    On behalf of our International client, we are looking for a Tax Analyst based in Bonn, Germany.
    Working as part of an established European In House Tax team, your focus will be on German Tax Compliance & Reporting, supporting Tax Audits (for the German entities) along with ...

  3. VAT Compliance, Team Leader - Hungary.

    Location: Europe

    Salary: TBC

    Category: Taxation / VAT

    VAT Compliance Team Leader - Budapest, Hungary.
    Our International client is looking to recruit for a VAT Compliance Team leader to be based in Budapest, Hungary.
    Key tasks for this VAT Compliance Team Leader include:

    Lead a small team of dedicated VAT Compliance specialists.
    Review VAT Returns.
    Managing workflow.
    Close collaboration ...

  4. VAT Compliance specialist - Budapest, Hungary.

    Location: Europe

    Salary: TBC

    Category: Tax Assistant

    VAT Compliance specialist – Budapest, Hungary.
    Our international client is looking to strengthen its VAT Compliance team in Budapest, Hungary.
    As a VAT Compliance specialist, your key areas of responsibility will be:

    Reviewing VAT returns and other VAT related reports.
    Working on VAT related Advisory projects.
    Communicating with Tax authorities.
    Building ...

  5. Senior Tax Manager - Edinburgh

    Location: Edinburgh

    Salary: TBC

    Category: Taxation / VAT

    Tax Manager or Senior Manager - Edinburgh, Scotland.

    On behalf of our market leading client, we are looking to recruit for a Tax Manager or Senior Manager.
    This Tax Manager will focus on Tax Compliance & Reporting, Tax technology and Tax risk.
    The type of profile that we are considering for this ...

View All Senior Client Manager Jobs.