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- Tasks: Manage client accounts and provide tailored financial advice with a proactive approach.
- Company: Join R T Marke, a growing accountancy practice focused on client relationships.
- Benefits: Permanent position with opportunities for professional growth and development.
- Why this job: Be the trusted advisor clients rely on for their financial success.
- Qualifications: ACA/ACCA qualified or equivalent experience in accountancy.
- Other info: Dynamic team environment with a focus on collaboration and client satisfaction.
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.
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.
Client Accounts Manager in Plymouth 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 Plymouth
✨Tip Number 1
Network like a pro! Attend industry events, join online forums, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Client Accounts Manager role.
✨Tip Number 2
Practice your pitch! Be ready to explain how your skills and experience make you the perfect fit for managing client portfolios. Keep it concise and focus on your ability to build strong relationships.
✨Tip Number 3
Research the company! Understand R T Marke's values and services so you can tailor your conversations. Show them you’re genuinely interested in their approach to accounting and client care.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Accounts Manager in Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Accounts Manager role. Highlight your experience managing client portfolios and any relevant qualifications like ACA or ACCA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team at R T Marke. Share specific examples of how you've built strong client relationships and provided proactive advice in your previous roles.
Showcase Your Technical Skills: Don’t forget to mention your proficiency in accounting software like Xero or QuickBooks. We’re keen on candidates who are tech-savvy and can navigate financial reporting with ease, so make sure to highlight these skills in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
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, as this will show your expertise and confidence in the field.
✨Showcase Your People Skills
As a Client Accounts Manager, strong communication is key. Prepare to share instances where you've built and maintained client relationships. Think about how you can demonstrate your ability to explain complex issues clearly and your proactive approach to problem-solving.
✨Be Proactive with Solutions
During the interview, highlight your experience in providing proactive advice on tax planning and business growth strategies. Bring examples of how you've identified opportunities for clients and added value through advisory services, as this aligns perfectly with what they’re looking for.
✨Stay Organised and Meet Deadlines
Discuss your organisational skills and how you prioritise your workload. Be prepared to talk about how you ensure compliance deadlines are met and how you manage multiple tasks effectively. This will reassure them that you can handle the demands of the role.
