Client Accounts Manager

Sumer Group Holdings Limited; Bideford; On-site; GBP 35,000 - 45,000; Full time

Job summary

An accounting firm in Bideford is seeking a Client Accounts Manager to manage a portfolio of clients. You will oversee the preparation of accounts and provide proactive advice on tax planning and business growth. The ideal candidate is ACA/ACCA qualified and has experience in managing clients within an accountancy firm. This permanent position offers a chance to work in a supportive environment focused on client relationships.

Qualifications

• Proven experience managing a portfolio of clients within an accountancy firm.
• Sound knowledge of UK accounting standards, tax compliance, and financial reporting.
• Detail-oriented and proactive in problem-solving.

Responsibilities

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

Skills

ACA/ACCA qualified or equivalent

Experience managing a client portfolio

Knowledge of UK accounting standards

Proficient in accounting software

Excellent organizational skills

Tools

Xero

QuickBooks

Sage

MS Office

Job description

Client Accounts Manager

Department: Accounting

Employment Type: Permanent

Location: Bideford

Description

R T Marke, part of the Sumer group, is a growing accountancy practice dedicated to providing clear, reliable, and proactive financial services to individuals and businesses. We pride ourselves on delivering tailored accounting solutions and building strong client relationships based on trust, transparency, and expertise.

We are seeking a Client Accounts Manager to join our team, managing a portfolio of clients and ensuring their accounting, tax, and advisory needs are met with professionalism and care.

Key Responsibilities

• Manage a portfolio of clients, acting as their main point of contact.
• Oversee the preparation and review of statutory accounts, management accounts, VAT returns, and tax filings.
• Provide proactive advice on tax planning, cashflow, and business growth strategies.
• Ensure all compliance deadlines are met and work is delivered accurately and on time.
• Build and maintain strong client relationships through regular communication.
• Identify opportunities to provide added value through advisory services.
• Support new client onboarding and ensure a smooth transition.
• Stay updated on accounting standards, tax legislation, and compliance requirements.
• Collaborate with colleagues to improve processes and deliver an excellent client experience.

Skills, Knowledge & Expertise

We’re looking for someone who brings both technical expertise and strong people skills:

Skills & Experience

• ACA/ACCA qualified (or equivalent), or qualified by experience in practice.
• Proven experience managing a portfolio of clients within an accountancy firm.
• Sound knowledge of UK accounting standards, tax compliance, and financial reporting.
• Proficient in accounting software (e.g., Xero, QuickBooks, Sage) and MS Office.
• Excellent organisational skills with the ability to prioritise workload and meet deadlines.

Personal Attributes

• Client-focused, with strong communication and relationship management skills.
• Detail-oriented, accurate, and proactive in problem solving.
• A trusted advisor who can explain complex issues clearly.
• Professional, approachable, and collaborative.
• Commercially aware with the ability to spot opportunities to support client growth.