Job Description
Carlisle - Cumbria
Competitive Salary + Excellent Benefits
About the Company
W Talent Finance is a specialist recruitment partner dedicated to placing high-calibre accounting professionals across both practice and commerce & industry markets worldwide. With a deep understanding of the finance landscape, we support clients ranging from leading professional services firms to established independent practices, delivering tailored talent solutions that drive business performance.
We are partnering with a highly regarded and well-established boutique accountancy practice based in Carlisle, supporting a broad portfolio of owner-managed and family businesses across Cumbria and the wider region. The firm delivers a fully integrated service offering spanning accountancy, tax planning, profit improvement, and long-term wealth and asset advisory.
This is a client-focused, advisory-led environment where relationships, commercial insight, and proactive advice sit at the centre of the service model.
The Role
As Client Relationship Manager, you will take ownership of a portfolio of owner-managed and family business clients, acting as their trusted adviser and primary point of contact.
This is a hybrid role combining high-quality compliance delivery with proactive advisory support. You will work closely with business owners to improve profitability, manage tax efficiently, and support wider financial and strategic decision-making.
Alongside client management responsibilities, you will play a key role in identifying opportunities for added value, supporting the development of advisory services, and ensuring clients receive a consistently high level of service aligned with the firm's boutique positioning.
This is an excellent opportunity for a commercially minded practice professional looking to move into a more advisory-focused, relationship-led 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 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 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
To apply for this position, please submit your CV via this website or contact W Talent Finance directly for a confidential discussion.
