Accounts Manager

EQ; Melrose; On-site; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Family-friendly policies

Holidays

Paid volunteering time

Mentorship & learning opportunities

Career progression path

Job summary

EQ Accountants, part of the Sumer Group, is seeking an ambitious Accounts Manager to act as a trusted advisor for a portfolio of clients. The role blends accounting, tax, planning and advisory services, focusing on tailored guidance to help clients achieve goals.

You will build strong client relationships, oversee accounts for accuracy and compliance, and mentor junior colleagues while collaborating with a supportive team in a growth-focused environment.

Qualifications

• Experience in a similar role within an accountancy practice.
• Strong knowledge of accounting principles, taxation and financial management.
• Part or fully qualified in a professional accountancy or tax qualification.
• Excellent client communication and relationship-building skills.

Responsibilities

• Build strong relationships with a diverse portfolio of clients.
• Understand client goals and proactively offer value-added solutions.
• Organise and attend client meetings to understand needs.
• Oversee client accounts, ensuring accuracy, compliance and timely delivery of services.
• Support and mentor junior team members.

Skills

Client relationship management

Advisory services

Mentoring juniors

Communication clarity

Education

Professional accountancy or tax qualification

Tools

Accounting software

Job description

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’re looking for an ambitious and forward-thinking Accounts Manager to join our team and be a trusted advisor to a portfolio of clients, offering a blend of accounting, tax, planning and advisory services.

This role is not just about managing accounts; it’s about understanding the unique needs of each client and offering tailored advice that helps them achieve their goals. You will be the trusted advisor, the go-to person who clients rely on for guidance, expertise and clarity.

Key Responsibilities

• Build strong and lasting relationships with a diverse portfolio of clients
• Understand client goals and challenges, proactively offering solutions that add value
• Organise and attend client meetings to best understand their needs
• Oversee client accounts, ensuring accuracy, compliance and timely delivery of services – this includes the preparation and review of annual accounts, tax returns and one off advisory projects
• Support and mentor junior team members

Skills, Knowledge & Expertise

• Part or fully qualified in a professional accountancy and or tax qualification
• Solid experience within a similar role within an accountancy practice
• Strong working knowledge of accounting principles, taxation and financial management
• Build trust with ease, communicate with clarity and take genuine pride in seeing your clients succeed
• Proficient in accounting and tax software
• Teamplayer who thrives in a collaborative environment and is willing to share knowledge and support colleagues

Belong @ Sumer

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.

About EQ

At EQ Accountants, we believe that at the core of our success is our people. We are more than just colleagues; we are a community dedicated to supporting each other to foster a positive and inclusive workplace where everyone can thrive.

At EQ, we believe that taking care of our clients starts with taking care of our team. Our ethos, ‘WithYou,’ reflects this commitment when our people thrive, so doourclients.

We are committed to your professional growth and personal development. Whetheryouarejuststartingout, or looking to advanceyourcareer, you’ll findthesupportyouneedtoexcel.

Aswellasacomprehensiverangeofbenefits, including enhanced family friendly policies, holidays, paid volunteering time, we offer continuouslearning opportunities, mentorship, and a clearpathforcareerprogressiontohelpyoureachyourfullpotential