Client Relationship Manager / Client Relationship Manageress

Client Relationship Manager - Accountancy Practice

Location: Carlisle, Cumbria

Competitive Salary + Excellent Benefits

About the Company

W Talent Finance is a specialist recruitment partner committed to placing high-calibre accounting professionals throughout both the practice and commerce & industry markets worldwide. With profound insights into the finance landscape, we serve clients ranging from leading professional services firms to established independent practices, providing tailored talent solutions that enhance business performance.

We are collaborating with a highly regarded boutique accountancy practice based in Carlisle, which supports a diverse portfolio of owner-managed and family businesses across Cumbria and beyond. The firm offers a comprehensive service portfolio that includes accountancy, tax planning, profit improvement, and long-term wealth and asset advisory. This environment is client-focused and advisory-led, where relationship building, commercial insight, and proactive advice are at the core of the service delivery model.

The Role

As a Client Relationship Manager, you will oversee a portfolio of owner-managed and family business clients, serving as their trusted adviser and primary point of contact. This hybrid role combines high-quality compliance delivery with proactive advisory support. You will collaborate closely with business owners to enhance profitability, manage taxes efficiently, and facilitate broader financial and strategic decision-making.

Your responsibilities will also include identifying opportunities for added value, supporting the development of advisory services, and ensuring clients enjoy a consistently high level of service that aligns with the firm's boutique positioning. This is an exceptional opportunity for a commercially minded practice professional looking to transition into a more advisory-focused, relationship-driven role within a respected regional practice.

Key Responsibilities

• Manage a portfolio of 50-100 owner-managed and family business clients, acting as the primary relationship contact.
• Build strong, long-term client relationships through regular communication and structured review meetings.
• Deliver a high-quality blend of compliance and advisory services tailored to client needs.
• Oversee preparation and review of accounts, business tax computations, and VAT returns.
• Ensure work is delivered accurately, efficiently, and within agreed deadlines and budgets.
• Provide proactive advice on improving profitability, cash flow, and business performance.
• Identify tax planning opportunities and support effective tax mitigation strategies.
• Contribute to discussions around business structure, growth, and long-term planning.
• Support delivery of management information, dashboards, and performance insight reporting.
• Identify opportunities for additional advisory services within the client portfolio.
• Maintain high-quality client files and ensure robust technical standards are met.
• Work collaboratively with Directors and the wider team on client delivery and projects.
• Contribute to process improvement and the adoption of more efficient working practices.
• Stay up to date with relevant tax, accounting, and regulatory developments.

About You

• ACA or ACCA qualified, or qualified by experience within UK practice.
• Strong background in general practice, accounts, and business tax.
• Proven experience managing client relationships or a portfolio of clients.
• Confident in working directly with business owners and senior stakeholders.
• Strong technical knowledge of accounts and tax compliance.
• Commercially aware with a genuine interest in business performance and advisory work.
• Strong communication skills with a proactive, client-focused approach.
• Organised, self-motivated, and able to manage multiple priorities effectively.
• Interest in developing advisory and value-added client services.

What's on Offer

• Competitive salary with an excellent benefits package.
• Opportunity to work within a boutique, advisory-led practice in Carlisle.
• Direct exposure to owner-managed and family business clients across the region.
• Genuine opportunity to develop into a more senior advisory role over time.
• Supportive and collaborative working environment.
• Strong focus on client value, quality, and professional development.
• Flexible and hybrid working available for the right candidate.

How to Apply

Apply online using the form below. Please note that only applications matching the job profile will be considered.