Accounts Manager

Sumer; City of Edinburgh; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading accountancy practice in Edinburgh is seeking an experienced Accounts Manager to manage client portfolios and provide accounting and advisory services. The role involves overseeing team performance, reviewing accounts, and ensuring work is completed to high standards. Applicants should have a full accountancy qualification and proven leadership experience in accounting. This role offers competitive salary and comprehensive benefits.

Benefits

Competitive salary

33 days annual leave

Pension plan with up to 10% contribution

Life insurance (4 x salary)

Private medical cover

Income protection after 1 year

Enhanced family-friendly leave

Paid volunteering time

EE mobile discount

Inclusive work culture with social events

Qualifications

• Must have a full accountancy qualification.
• Leadership experience in managing teams required.
• Experience in client portfolio management needed.

Responsibilities

• Manage a portfolio of clients with accounting and advisory services.
• Oversee and review accounts, tax returns, and provide guidance.
• Plan assignments, manage budgets, and meet recovery targets.
• Monitor team workload and allocate tasks effectively.
• Participate in acquiring new clients by preparing quotes.

Skills

Full accountancy qualification (ACA/ACCA or equivalent)

Proven experience managing client portfolios

Leadership experience in a similar role

Technical knowledge in accounting, tax and compliance

Proficiency in accounting/tax software

Job description

Overview

Accounts Manager — Department: Accounting; Employment Type: Permanent; Location: Edinburgh

At EQ Accountants, part of the Sumer Group (one of the UK's fastest-growing accountancy practices), we know our people are at the heart of everything we do. We're not just colleagues - we're a community. Our ethos, With You, means when our team thrives, our clients do too. We're committed to creating an environment where you can grow professionally and personally, with access to mentorship, learning opportunities, and a clear path for progression.

We are looking for an experienced Accounts Manager to join our team and be a trusted advisor to a portfolio of clients (particularly limited companies), offering a blend of accounting, compliance and advisory services.

Within this role, you'll build trusted relationships, provide practical and commercial advice, and ensure work is completed to the highest standards. You will also play a key role in leading and developing team members, driving efficiency and supporting the growth of both client portfolios and the firm.

Key Responsibilities

• Manage a portfolio of clients, providing hands on service, advice and solutions to business challenges


• Review accounts, returns and tax work, providing feedback and guidance to colleagues


• Plan assignments and manage budgets to ensure efficiency and recovery targets are met


• Allocate work effectively across the team, monitor workload and ensure progress and timely client service


• Take an active role in winning work by preparing quotes and recommending solutions


• Contribute to financial management across your portfolio including billing and recoveries


• Stay up to date with changing regulations and share that knowledge with your team and clients


• Champion the smart use of technology and best practice processes

Skills, Knowledge & Expertise

• Full accountancy qualification (ACA/ACCA or equivalent)


• Proven experience managing client portfolios


• Leadership experience in a similar role


• Technical knowledge in accounting, tax and compliance


• Proficiency in accounting/tax software

Job Benefits

• Competitive salary


• 33 days annual leave (plus extra after 3 & 5 years\' service)


• Pension (up to 10% employee contribution, matched by EQ)


• Life insurance (4 x annual salary)


• Private medical cover (eligible at certain grades and/or after specified length of service)


• Income protection - eligible after completing 1 year of service


• Enhanced family-friendly leave and pay - eligible after 6 and 12 months service


• Paid volunteering time (14 hours annually)


• EE mobile discount (for you + friends/family)


• Friendly, inclusive work culture with regular social events

Belong @ EQ, Part of the Sumer Group

At Sumer, we are committed to fostering an inclusive and diverse work environment, not just as buzzwords, but as the heartbeat of our team. Our recruitment practices reflect this commitment, welcoming individuals from all backgrounds. We prioritise creating an environment where every candidate feels respected and supported throughout the hiring process.

Everyone is unique and we understand that each individual may have distinct needs to showcase their best selves during interviews. Our commitment is to offer personalised support for all candidates. Let our team know how we can bring out your fullest potential.