Senior Client Advisor – Accounting & Business Services
📍 Plymouth | 💰 Competitive Salary
I’m currently working with a well-established and growing accountancy firm looking to recruit a Senior Client Advisor to join their Accounting & Business Services team in Plymouth.
This is a fantastic opportunity for someone with practice experience who enjoys a client-facing role and wants to take ownership of their own portfolio, while continuing to develop both technically and professionally.
The role will involve:
Managing a portfolio of clients, acting as a key point of contact
Preparing and reviewing management accounts, VAT returns, and statutory accounts
Supporting with corporation tax and general compliance work
Reviewing work of junior team members and providing guidance
Working closely with clients, including attending meetings and advising on financial matters
Assisting with onboarding, systems (Xero), and improving processes
The ideal candidate will have:
2–3+ years’ experience within an accountancy practice
AAT / ACCA / ACA qualified or part-qualified
Strong communication skills and confidence working with clients
Experience with software such as Xero, IRIS, or similar
This role offers a varied workload, strong client exposure, and the opportunity to progress within a supportive and forward-thinking firm.
If this sounds of interest, please get in touch for more details.
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