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- Tasks: Manage client accounts and provide tailored financial advice with a focus on growth.
- Company: Join a growing accountancy practice known for trust and transparency.
- Benefits: Permanent position with opportunities for professional development and a supportive team.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: ACA/ACCA qualified or equivalent, with experience in client management.
- Other info: Dynamic work environment with a focus on collaboration and client success.
The predicted salary is between 36000 - 60000 £ per year.
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.
- 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.
- 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.
Client Accounts Manager in Exeter employer: Sumer Group Holdings Limited
Contact Detail:
Sumer Group Holdings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Accounts Manager in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up local meetups. The more people you know, the better your chances of landing that Client Accounts Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience managing client portfolios and your knowledge of accounting standards. We want to see how you can bring value to their team.
✨Tip Number 3
Be proactive! If you spot a company you’d love to work for, don’t wait for them to post a job. Reach out directly and express your interest. You never know, they might have an opening just around the corner!
✨Tip Number 4
Apply through our website! We’ve got all the latest job openings listed, and applying directly gives you a better shot at getting noticed. Plus, it shows you’re serious about joining our awesome team!
We think you need these skills to ace Client Accounts Manager in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Accounts Manager role. Highlight your experience managing client portfolios and any relevant qualifications like ACA/ACCA. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your personality and explain why you’re the perfect fit for our team. Don’t forget to mention your passion for building strong client relationships and your proactive approach to problem-solving.
Showcase Your Technical Skills: We’re keen on candidates who are proficient in accounting software like Xero or QuickBooks. Make sure to list these skills clearly in your application, along with any experience you have with UK accounting standards and tax compliance.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Sumer Group Holdings Limited
✨Know Your Numbers
Make sure you brush up on your accounting knowledge, especially UK accounting standards and tax compliance. Be ready to discuss specific examples from your experience managing client portfolios and how you've handled complex financial situations.
✨Showcase Your People Skills
As a Client Accounts Manager, strong communication is key. Prepare to share examples of how you've built and maintained client relationships. Think about times when you provided proactive advice or resolved issues for clients, and be ready to discuss these in detail.
✨Demonstrate Your Proactivity
Highlight your ability to identify opportunities for added value in your previous roles. Be prepared to talk about how you've supported clients with tax planning or business growth strategies, and how you stay updated on industry changes.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client management and their expectations for the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
