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Client Relationship Manager

Accountant - Carlisle, Cumbria

Ref: 1037Tuesday 23 June 2026

📍Carlisle or Workington

💼 Full time | Permanent 

Are you an experienced practice accountant who enjoys being hands-on, building strong client relationships, and genuinely making a difference to owner-managed businesses?

Due to continued growth, we're looking for a Client Relationship Manager to join our team. This is a varied role that combines technical accountancy work with proactive client management, giving you the opportunity to become a trusted adviser to a portfolio of businesses across a range of sectors.

This is a genuinely hands-on role. We're looking for someone who enjoys the technical aspects of practice and is comfortable taking work from client records through to completed accounts, producing management information and supporting clients with their ongoing accounting requirements.

The Role

As a Client Relationship Manager, you'll take ownership of a portfolio of SME clients, delivering a high standard of service while building long-term relationships and identifying opportunities to add value.

Responsibilities will include:

  • Preparing and reviewing statutory accounts for a varied portfolio of clients

  • Producing management accounts and financial information to support business decision-making

  • Preparing and reviewing VAT returns and ensuring accurate financial records are maintained

  • Working closely with clients to understand their businesses and provide practical, commercial advice

  • Supporting clients with profitability, cash flow and business performance improvements

  • Managing client queries and delivering a proactive, high-quality service

  • Identifying opportunities to provide additional services and support to clients

  • Collaborating with colleagues to continually improve processes and contribute to business growth

  • Keeping up to date with changes in accounting standards, legislation and best practice

About You

We're looking for an experienced practice professional who enjoys both the technical and relationship aspects of accountancy.

You'll ideally have:

  • ACA or ACCA qualified, or qualified by experience (QBE)

  • A strong background within accountancy practice, managing a varied portfolio of clients

  • Excellent technical accounting skills, with the ability to prepare statutory accounts and financial information from client records through to completion

  • Experience producing management accounts, VAT returns and supporting clients with day-to-day financial reporting requirements

  • Confidence working across all aspects of accounts preparation and advising clients on their financial performance

  • Strong commercial awareness and the ability to identify opportunities to add value for clients

  • Excellent communication skills and the ability to build trusted relationships with business owners

  • A proactive, organised approach with strong attention to detail

What's in it for You?

  • Salary circa £50,000, depending on experience

  • Performance-related bonus scheme

  • Paid overtime

  • Ongoing CPD and professional development opportunities

  • Regular team social events throughout the year

  • The opportunity to work with a highly respected and long-established independent accountancy firm

  • A varied and rewarding role where you can make a genuine impact for both clients and the wider business

If you're an experienced practice accountant who enjoys rolling up your sleeves, delivering high-quality work and becoming a trusted adviser to clients, we'd love to hear from you.