Senior Client Manager

Sumer Group Holdings Limited; Bolton; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Senior Client Manager to oversee a diverse portfolio of clients. You will play a crucial role in preparing management accounts, tax returns, and financial forecasts while collaborating with division managers. This role offers the chance to develop your skills in a supportive environment with flexible working arrangements and dedicated career growth opportunities. Join a positive team culture that values your contributions and fosters professional development across various sectors.

Benefits

Counselling services

Health subsidies

Cycle-to-work scheme

Mental health support

Flexible working arrangements

Career growth support

Qualifications

• 3-5 years of post-qualification experience required.
• Strong understanding of taxation and financial reporting.
• Experience in managing and training junior staff.

Responsibilities

• Managing a portfolio of clients and preparing financial accounts.
• Overseeing bookkeeping and ensuring compliance with regulations.
• Leading client assignments from planning to delivery.

Skills

ACCA/ICAEW certification

Statutory accounts knowledge

Corporation and personal tax experience

Management accounts expertise

VAT understanding

Excel skills

Training and managing juniors

Organizational skills

Communication skills

Education

Post-qualification experience

Tools

Xero

Sage

CCH

Job description

Senior Client Manager

Department: Accounting

Employment Type: Permanent

Location: Bolton

Description

• Managing a portfolio of regular clients on a monthly, quarterly, and annual basis.
• Assisting with basic client tax planning.
• Involvement with ad-hoc tasks such as:
  • Forecasting
  • Cash flows
  • Providing financial & tax due diligence
  • Development opportunities
• Reviewing junior work.
• Ensuring the delivery of statutory and management accounts, along with personal and corporate tax returns.
• Collaborating with division managers and directors.

Key Responsibilities

• Preparing management accounts, VAT returns, and financial forecasts.
• Overseeing bookkeeping activities and completing them when necessary.
• Preparing corporation tax computations with a solid understanding of taxation.
• Completing sets of accounts from client records.
• Discussing and resolving account queries with clients.
• Preparing high-standard account files for partner/associate review.
• Leading client assignments from planning through to delivery.
• Reviewing work of juniors and providing constructive feedback.
• Handling ad-hoc administrative duties related to client needs.
• Identifying potential issues or risks, proposing solutions proactively, or reporting as appropriate.
• Reviewing subordinate work.
• Maintaining and updating documented records per company standards.
• Managing multiple assignments simultaneously, ensuring deadlines are met, and discussing resource or timing issues with managers.

Skills, Knowledge, and Expertise

• 3-5 years post-qualification experience – ACCA/ICAEW.
• Knowledge of statutory accounts (FRIS102(1a)).
• Experience with corporation and personal tax.
• Management accounts expertise.
• Good understanding of VAT.
• Strong Excel skills.
• Experience in training and managing juniors.
• Excellent organizational skills.
• Effective communication skills.
• Experience with platforms like Xero, Sage, etc.
• CCH experience is preferred but training will be provided.

What We Offer

Our team at Cowgills fosters a positive and enjoyable culture, making it a great place to work.

As an independent firm, there are opportunities to broaden your knowledge across various sectors.

Flexible working arrangements.

Dedicated development and career growth support.

Benefits include counselling services, health subsidies, cycle-to-work scheme, and mental health support.

Competitive salary package.