Sumer

Client Accounts Manager

Sumer

full-time

Posted on:

Origin:  • 🇬🇧 United Kingdom

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Job Level

Mid-LevelSenior

About the role

  • Manage a portfolio of clients, acting as their main point of contact.
  • Oversee the preparation and review of statutory accounts, management accounts, VAT returns, and tax filings.
  • Provide proactive advice on tax planning, cashflow, and business growth strategies.
  • Ensure all compliance deadlines are met and work is delivered accurately and on time.
  • Build and maintain strong client relationships through regular communication.
  • Identify opportunities to provide added value through advisory services.
  • Support new client onboarding and ensure a smooth transition.
  • Stay updated on accounting standards, tax legislation, and compliance requirements.
  • Collaborate with colleagues to improve processes and deliver an excellent client experience.

Requirements

  • ACA/ACCA qualified (or equivalent), or qualified by experience in practice.
  • Proven experience managing a portfolio of clients within an accountancy firm.
  • Sound knowledge of UK accounting standards, tax compliance, and financial reporting.
  • Proficient in accounting software (e.g., Xero, QuickBooks, Sage) and MS Office.
  • Excellent organisational skills with the ability to prioritise workload and meet deadlines.
  • Client-focused, with strong communication and relationship management skills.
  • Detail-oriented, accurate, and proactive in problem-solving.
  • A trusted advisor who can explain complex issues clearly.
  • Professional, approachable, and collaborative.
  • Commercially aware with the ability to spot opportunities to support client growth.
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