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For Companies At a Glance
- Tasks: Manage client relationships and provide tailored financial advice.
- Company: Join EQ Accountants, a growing firm dedicated to supporting SMEs for over 20 years.
- Benefits: Enjoy competitive salary, 33 days leave, hybrid work, and continuous training.
- Why this job: Be part of a supportive culture focused on personal and professional growth.
- Qualifications: Experience in accountancy preferred; strong communication and teamwork skills essential.
- Other info: Opportunity for professional qualifications and involvement in mentoring junior team members.
The predicted salary is between 28800 - 48000 £ per year.
Application Deadline: 30 June 2025
Department: Accounting
Location: Penrith
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.
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.
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 probation)
- 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.
Client Manager employer: EQ Accountants, part of the Sumer Group
Contact Detail:
EQ Accountants, part of the Sumer Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Familiarise yourself with EQ Accountants' values and culture. Understanding their commitment to continuous learning and client relationships will help you align your approach during interviews and discussions.
✨Tip Number 2
Network with current or former employees of EQ Accountants on platforms like LinkedIn. This can provide you with insider insights about the company and its expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare specific examples from your past experience that demonstrate your ability to build strong client relationships and manage accounts effectively. Tailoring your stories to reflect the responsibilities outlined in the job description will make you stand out.
✨Tip Number 4
Stay updated on the latest trends in accounting and financial management. Being knowledgeable about current industry practices will not only boost your confidence but also show your commitment to professional growth, which is highly valued by EQ.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client management and accounting. Use keywords from the job description to demonstrate that you understand the role and its requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client relationships and your understanding of the unique needs of clients. Mention specific examples of how you've added value in previous roles.
Showcase Your Communication Skills: In your application, emphasise your excellent communication skills. Provide examples of how you've successfully built relationships with clients and collaborated with team members.
Highlight Continuous Learning: Mention any ongoing training or professional development you've undertaken. This aligns with EQ Accountants' commitment to continuous learning and shows your dedication to personal growth.
How to prepare for a job interview at EQ Accountants, part of the Sumer Group
✨Understand the Company Culture
Before your interview, take some time to research EQ Accountants and their values. Understanding their commitment to continuous learning and team collaboration will help you align your answers with what they value in a candidate.
✨Showcase Your Client Management Skills
As a Client Manager, your ability to build strong relationships is crucial. Prepare examples from your past experiences where you successfully managed client accounts and provided tailored solutions that met their needs.
✨Demonstrate Your Communication Skills
Since excellent communication is key for this role, practice articulating complex financial concepts in simple terms. Be ready to discuss how you listen actively and build trust with clients from diverse backgrounds.
✨Prepare for Team Collaboration Questions
Expect questions about teamwork and collaboration. Think of instances where you worked closely with colleagues to achieve a common goal, and be prepared to discuss how you supported junior team members in their development.
