Client Accounts Manager

Sumer Group Holdings Limited; Exeter; On-site; GBP 40,000 - 60,000; Full time

Job summary

A growing accountancy practice in Exeter is seeking an experienced Client Accounts Manager to manage client portfolios and ensure all accounting, tax, and advisory needs are met. The ideal candidate will be ACA/ACCA qualified and have a proven record in client management within an accountancy firm. Responsibilities include overseeing compliance, providing tax planning advice, and fostering strong client relationships. This permanent position offers the chance to join a dedicated team in delivering tailored financial solutions.

Qualifications

• Proven experience managing a portfolio of clients within an accountancy firm.
• Sound knowledge of UK accounting standards, tax compliance, and financial reporting.
• Experience in practice is preferred.

Responsibilities

• Manage a portfolio of clients, acting as their main point of contact.
• Oversee the preparation and review of statutory accounts, VAT returns, and tax filings.
• Provide proactive advice on tax planning and business growth strategies.

Skills

Client-focused

Strong communication skills

Detail-oriented

Proactive problem-solving

Excellent organisational skills

Education

ACA/ACCA qualified (or equivalent)

Tools

Xero

QuickBooks

Sage

MS Office

Job description

Client Accounts Manager

Department: Accounting

Employment Type: Permanent

Location: Exeter

Description

R T Marke, part of the Sumer group, is a growing accountancy practice dedicated to providing clear, reliable, and proactive financial services to individuals and businesses. We pride ourselves on delivering tailored accounting solutions and building strong client relationships based on trust, transparency, and expertise.

We are seeking a Client Accounts Manager to join our team, managing a portfolio of clients and ensuring their accounting, tax, and advisory needs are met with professionalism and care.

Key Responsibilities

• 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.

Skills, Knowledge & Expertise

Skills & Experience

We’re looking for someone who brings both technical expertise and strong people skills:

• 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.

Personal Attributes

• 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.