Client Manager

Cowgills Limited; Bolton; On-site; GBP 42,000 - 54,000; Full time

Job summary

At Cowgills, part of the Sumer Group, we empower our people to grow professionally and personally. You will manage client portfolios, deliver statutory and management accounts, and handle corporation and personal tax returns. You'll also train juniors and collaborate with directors, with opportunities in forecasting and due diligence.

The firm emphasizes mentorship, learning opportunities, and clear progression paths within a supportive community in the North West region.

Qualifications

• ACCA or ICAEW qualified with 3–5 years' post-qualification experience.
• Experience in preparing statutory accounts under FRS 102 Section 1A.
• Solid experience of corporation tax and personal tax.
• Experience producing management accounts.
• Good understanding of VAT.
• Strong Excel skills.
• Experience with Xero and Sage.
• Experience training and managing juniors.
• Strong organisational skills.

Responsibilities

• Manage a portfolio of regular clients on monthly, quarterly and annual cycles.
• Deliver statutory accounts and management accounts.
• Prepare and deliver corporation tax and personal tax returns.
• Assist with basic client tax planning.
• Review work of junior team members, train and manage them.
• Work closely with the division manager and directors.
• Involved in project work including forecasting, cashflows and due diligence.

Skills

ACCA/ICAEW qualified

Statutory accounts (FRS 102)

Corporation tax

Personal tax

Management accounts

VAT

Excel

Xero

Sage

Mentoring juniors

Tools

Xero

Sage

Job description

At Cowgills, 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.

Key Responsibilities

• Manage a portfolio of regular clients on monthly, quarterly and annual cycles.
• Take responsibility for delivering statutory accounts (FRS 102 Section 1A) and management accounts.
• Prepare and deliver corporation tax and personal tax returns.
• Assist with basic client tax planning.
• Review the work of junior team members, train and manage them.
• Work closely with the division manager and directors.

Beyond the regular portfolio, you will be involved in project work including:

• Forecasting
• Cashflows
• Providing financial and tax due diligence

Skills, Knowledge & Expertise

• ACCA or ICAEW qualified, with 3–5 years' post-qualification experience.
• Experienced in preparing statutory accounts under FRS 102 Section 1A.
• Solid experience of corporation tax and personal tax.
• Experienced in producing management accounts.
• A good working understanding of VAT.
• Strong Excel skills.
• Experience with mainstream accounting platforms such as Xero and Sage.
• Experience of training and managing juniors.
• Strong organisational skills.

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 Cowgills

When we work together, great things happen.

At Cowgills, we're more than just accountants and business advisors, we're your business partners, dedicated to helping you grow and succeed.

Entrepreneurial, straight-talking, and truly invested in your success, we're with you every step of the way. We don't just show up once a year to run the numbers and vanish. Whether you're just starting out, growing fast, or facing a few bumps in the road, we're here for all of it - from funding and tax to deals and strategy.

Clear thinking. Honest advice.

We've worked hard to be one of the North West's leading and fastest growing firm of accountants and business advisors. We're straight talking and entrepreneurial, with a focus on the commercial realities businesses face. That's why clients count on us. We invest time in getting to know the businesses we work with, enabling us to give structured advice that makes a tangible difference.

In 2024, Cowgills became part of Sumer Group - a collaboration of renowned regional accountancy practices with a shared vision to champion local small to medium-sized enterprises.

By bringing together the best in advisory & business services, Sumer Group retains the value that community-based practices offer and combines this with the scale, breadth of expertise and technologies that only a national organisation can muster.

Through our unique approach, we believe we can make a real positive impact and achieve growth for our company, our colleagues and our clients. Together, we are about doing the right things, putting people first and delivering the best possible services to those who sit at the heart of our economy and communities.

People first. Always.

We're a team of 250+ smart, energetic, down to earth people who care about doing a great job and doing it with a bit of personality. We work across many sectors, from property & construction, manufacturing & engineering, leisure & hospitality, technology and much more.

No egos. No corporate speak. Just people helping businesses grow.

Locations: Bolton, Liverpool, Manchester, Stockport and Wigan.

We take our clients on a growth journey, which can start as early as accounts management and evolves alongside their ambitions.

Whether it's scaling operations, navigating complex transactions, or planning for retirement, our full-service offering ensures continuity and expert guidance at every stage. We want you, our clients, to view us as true business partners - helping make informed decisions, maximise value, and prepare for the future.