Strategic Client Accounts Manager

Sumer Group Holdings Limited; Exeter; On-site; GBP 40,000 - 60,000; Full time

Job summary

A growing accountancy practice in Exeter is seeking an experienced Client Accounts Manager to manage client portfolios and ensure all accounting, tax, and advisory needs are met. The ideal candidate will be ACA/ACCA qualified and have a proven record in client management within an accountancy firm. Responsibilities include overseeing compliance, providing tax planning advice, and fostering strong client relationships. This permanent position offers the chance to join a dedicated team in delivering tailored financial solutions.

Qualifications

• Proven experience managing a portfolio of clients within an accountancy firm.
• Sound knowledge of UK accounting standards, tax compliance, and financial reporting.
• Experience in practice is preferred.

Responsibilities

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

Skills

Client-focused

Strong communication skills

Detail-oriented

Proactive problem-solving

Excellent organisational skills

Education

ACA/ACCA qualified (or equivalent)

Tools

Xero

QuickBooks

Sage

MS Office

Job description

A growing accountancy practice in Exeter is seeking an experienced Client Accounts Manager to manage client portfolios and ensure all accounting, tax, and advisory needs are met. The ideal candidate will be ACA/ACCA qualified and have a proven record in client management within an accountancy firm. Responsibilities include overseeing compliance, providing tax planning advice, and fostering strong client relationships. This permanent position offers the chance to join a dedicated team in delivering tailored financial solutions.