Posted 17 days ago
Client ManagerSumer · Bolton
Client Manager
BoltonOn-siteFull-time
AI Summary
Manages a portfolio of regular clients, delivering statutory accounts, management accounts, and tax returns while training junior team members.
About this role
At Cowgills, part of the Sumer Group (one of the UK’s fastest-growing accountancy practices), we know our people are at the heart of everything we do. We’re not just colleagues – we’re a community. Our ethos, With You, means when our team thrives, our clients do too. We’re committed to creating an environment where you can grow professionally and personally, with access to mentorship, learning opportunities, and a clear path for progression.
We are looking for a Client Manager to run a portfolio of regular clients and deliver their statutory accounts, management accounts and tax returns.
We are looking for a Client Manager to run a portfolio of regular clients and deliver their statutory accounts, management accounts and tax returns.
Key Responsibilities
- Manage a portfolio of regular clients on monthly, quarterly and annual cycles.
- Take responsibility for delivering statutory accounts (FRS 102 Section 1A) and management accounts.
- Prepare and deliver corporation tax and personal tax returns.
- Assist with basic client tax planning.
- Review the work of junior team members, train and manage them.
- Work closely with the division manager and directors.
Beyond the regular portfolio, you will be involved in project work including:
- Forecasting
- Cashflows
- Providing financial and tax due diligence
Skills, Knowledge & Expertise
- ACCA or ICAEW qualified, with 3–5 years' post-qualification experience.
- Experienced in preparing statutory accounts under FRS 102 Section 1A.
- Solid experience of corporation tax and personal tax.
- Experienced in producing management accounts.
- A good working understanding of VAT.
- Strong Excel skills.
- Experience with mainstream accounting platforms such as Xero and Sage.
- Experience of training and managing juniors.
- Strong organisational skills.
Benefits
At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.
Our values represent what matters most to us and guide how we work every day:
- We Shine Together
- We Do the Right Thing
- We Make It Count
We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.
Skills
ACCACorporation TaxExcelFRS 102 Section 1AICAEWManagement AccountsPersonal TaxSageVATXero
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