Client Manager

Sumer Group Holdings Limited; Penrith; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading accountancy firm is seeking a Client Manager to enhance client relationships and manage financial accounts. The role involves guiding clients towards achieving their goals through tailored advice. With a focus on continuous development, this position offers growth within a supportive team environment, with a competitive salary and various benefits.

Benefits

Competitive salary

33 days annual leave

Pension (up to 5% matched)

Life insurance (4 x annual salary)

14 hours paid volunteering time

Enhanced maternity pay

Enhanced paternity/partner leave

Private medical cover

Continuous training and support

Excellent work culture

Qualifications

• Experience in a similar role within an accountancy practice.
• Strong understanding of accounting principles and financial management.
• Excellent communication skills and a people-oriented approach.

Responsibilities

• Build and nurture strong client relationships.
• Oversee financial accounts, ensuring accuracy and compliance.
• Collaborate with team members and mentor junior staff.

Skills

Communication

Client Management

Team Collaboration

Adaptability

Education

Part or fully qualified in professional accountancy qualification

Tools

Computer Skills

Job description

Client Manager

Application Deadline: 30 June 2025

Department: Accounting

Employment Type: Permanent

Location: Penrith

Description

At EQ Accountants, we believe that at the core of our success is our people. We are more than just a team of financial experts; we are partners in our clients’ journeys. For over 20 years, we have taken pride in championing SMEs, delivering bespoke accounting solutions that drive growth and success for our clients. Our journey from a single office to 10 thriving locations reflects our unwavering commitment to excellence and we are now looking for an Accounts Manager to join us and be part of our exciting growth story.

We are an employer who cares; where individuals are supported to reach their personal and professional goals. We’re committed to continuous learning, providing ongoing training and development opportunities to help you stay ahead of the curve. This includes investing in the latest technology, sharing best practice and creating a One EQ ethos that brings our values to life.

There has never been a more exciting time to join EQ!

Role overview

As a Client Manager you will be at the heart of our client relationships, ensuring that every interaction is meaningful and impactful. 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, clarity, and expertise.

Key Responsibilities

Client Relationship Management: Build and nurture strong, long-term relationships with clients, understanding their goals and challenges, and proactively offering solutions that add value. You will be responsible for organising and attending client meetings to best understand their needs.

Account Management: Oversee the financial accounts of your clients, ensuring accuracy, compliance, and timely delivery of services. This includes the preparation of annual accounts, tax returns and VAT returns.

Team Collaboration: Work closely with other members of the team on projects and knowledge sharing to ensure a seamless client experience. You will also be involved in the mentoring of junior team members, guiding them as they grow in their careers.

Our Ideal Candidate will be

Experienced: You’ll have experience working within a similar role within an accountancy practice, with a strong understanding of accounting principles and financial management. Strong computer skills would be an advantage.

Fully or Part Qualified: Being part or fully qualified in a professional accountancy qualification is preferred but not essential as support towards professional qualifications is also available to the right candidate.

Communicative: You’ll be a genuine people person with excellent communication skills. You listen actively, articulate complex information, and build trust with a diverse portfolio of clients.

Collaborative: You’ll be a team player who thrives in a collaborative environment and is willing to share knowledge, support colleagues and be happy to work as part of a team to tight deadlines. Adaptable: You’ll be comfortable with change and excited by the opportunity to work in a dynamic, fast-paced environment. You are open to new ideas and continuously seek ways to improve.

Why work for EQ?

We are an employer who cares; where individuals are supported to reach their personal and professional goals. At EQ, you’ll find a supportive environment where your goals are our goals. We’re committed to continuous learning, providing ongoing training and development opportunities to help you stay ahead of the curve. This includes investing in the latest technology, sharing best practice and creating a One EQ ethos that brings our values to life.

With our recent growth, we have been able to deliver Phase Two of our benefits enhancement plan…and we are not stopping there!

When you join EQ you can expect:

• Competitive salary
• 33 days annual leave, with additional leave entitlements after three and five years' service
• Pension (up to 5% employee contribution, matched by EQ)
• Life insurance (4 x annual salary)
• 14 hours paid volunteering time
• Enhanced maternity pay
• Enhanced paternity/partner leave and pay
• Hybrid (one day working from home, following probabtion)
• Private medical cover (subject to conditions)
• Income protection
• Continuous training and support
• Excellent work culture with social events throughout the year

If you’re passionate about people, driven by purpose, and excited to grow with a forward-thinking accountancy firm who are With You every step of the way, we’d love to hear from you.