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Client Accounts Manager – Growth & Advisory Lead

Sumer Group Holdings Limited

Plymouth

On-site

GBP 40,000 - 55,000

Full time

Yesterday
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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
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.
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