Client Accounts Manager

Sumer Group Holdings Limited; Plymouth; On-site; GBP 40,000 - 55,000; Full time

Job summary

A growing accountancy practice in Plymouth is seeking a Client Accounts Manager to manage a diverse client portfolio and ensure quality accounting and advisory services. This role demands strong communication skills, ACA/ACCA qualification, and proficiency in accounting software such as Xero and QuickBooks. The ideal candidate will be proactive and detail-oriented, ensuring compliance and fostering strong client relationships. Join a team dedicated to delivering tailored financial solutions in a dynamic environment.

Qualifications

• Proven experience managing a portfolio of clients within an accountancy firm.
• Sound knowledge of UK accounting standards and tax compliance.
• Proficient in accounting software and MS Office.

Responsibilities

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

Skills

Client-focused

Communication skills

Detail-oriented

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: Plymouth

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

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

Skills & Experience

• 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.