Berkeley Mcrock Shepherd is a professional UK accountancy and tax practice. We are seeking a
Client Development Executive
to support the growth of the firm by introducing suitable clients for our accounting and tax services.
Key Responsibilities:
Introduce new clients for:
Bookkeeping & management accounts
Corporate Tax compliance and advisory
Self Assessment (individuals, directors, landlords)
VAT registration, returns, and MTD compliance
Engage with business owners, directors, and individuals to understand their accounting and tax requirements
Assess client suitability and service needs prior to onboarding
Work closely with accountants and tax advisers to scope services accurately
Support client onboarding in line with AML and compliance requirements
Maintain accurate records of client introductions and progress
Build long-term professional relationships aligned with firm standards
Requirements:
Strong communication skills and a professional manner
Organised, structured, and detail-focused approach
Ability to work independently in a hybrid environment
Desirable:
Experience within an accountancy, tax, financial, or legal services firm
Basic understanding of UK accounting or tax services (VAT, Corporate Tax, Self Assessment)
Existing SME or professional network
What We Offer
Competitive salary with performance-based incentives
Hybrid working (Derby office & remote)
Supportive, compliance-focused professional environment
Clear progression opportunities within the firm
Long-term career development in a growing accountancy practice
How to Apply
Apply via Indeed with your CV. Suitable candidates will be contacted for an initial discussion.
Job Type: Full-time
Experience:
Sales: 2 years (required)
Work Location: Remote
Beware of fraud agents! do not pay money to get a job
MNCJobs.co.uk will not be responsible for any payment made to a third-party. All Terms of Use are applicable.