Client Manger

PrestonOn-siteFull-time

AI Summary

Oversees day-to-day delivery of statutory and management accounts, reviews the accounts team's work, and manages an allocated client portfolio as principal contact, building relationships and ensuring deadlines are met.

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 seeking an experienced and motivated Client Manager to oversee the day-to-day delivery of accounting services and manage an allocated portfolio of clients.

The successful candidate will be responsible for managing and reviewing the work of the accounts team, overseeing the preparation of statutory and management accounts, and ensuring that work is delivered accurately, efficiently and within agreed deadlines. They will also take ownership of their own client portfolio, building strong client relationships, providing proactive advice and ensuring a high standard of service.

The role requires strong technical accounting knowledge, excellent organisational skills, commercial awareness and the ability to supervise, support and develop team members, whilst effectively managing client relationships and their ongoing accounting requirements.

Working closely with the Accounts Director, the Accounts Manager will play a key role in ensuring the efficient operation of the department, maintaining high standards of client service, developing client relationships and improving productivity and profitability.

Key Responsibilities

Accounts Preparation and Review

Oversee the preparation of statutory accounts.
Review accounts prepared by members of the accounts team, ensuring accuracy, completeness and compliance with relevant accounting standards.
Ensure compliance with FRS 102, FRS 105 and other applicable reporting requirements.
Review working papers, reconciliations and supporting schedules.
Identify and resolve technical accounting issues arising during assignments.
Ensure statutory accounts are completed and submitted within the required deadlines.
Oversee the preparation and review of management accounts where applicable.

Departmental Workflow Management

Assist in managing the day-to-day workflow of the accounts department.
Monitor the progress of assignments and ensure work is completed in accordance with agreed timescales.
Identify potential delays or bottlenecks and take proactive steps to resolve them.
Work closely with the Accounts Director to identify and implement improvements to departmental procedures.
Ensure effective coordination between the accounts, bookkeeping and tax teams.

Team Management and Development

Provide technical guidance and assistance to team members.
Review completed work and provide clear, constructive feedback.
Identify training needs and support the professional development of staff.
Assist with staff appraisals and performance reviews.

Client Portfolio Management

Manage an allocated portfolio of clients, acting as the principal point of contact for clients within the portfolio.
Build and maintain strong client relationships.
Develop an understanding of clients' businesses, financial performance and future objectives.
Ensure accounts and associated tax compliance work are completed within agreed timescales.
Deal with technical and general accounting queries from clients.
Attend client meetings to discuss annual accounts and financial performance.
Identify opportunities to provide additional accounting, taxation and business advisory services.

Financial and Commercial Management

Monitor departmental work in progress and ensure assignments are completed and billed promptly.
Review job budgets and monitor actual time spent against expectations.
Identify fee overruns and investigate the underlying causes.
Work with the Accounts Director to improve job recoverability and profitability.
Identify opportunities for improving productivity through systems, processes and technology.
Assist with fee reviews and quotations for new or additional work.

Skills, Knowledge & Expertise

Essential

Qualified accountant (ACA, ACCA, ICAEW or CIMA), or QBE / part-qualified with substantial relevant experience
Several years’ experience in UK practice, ideally at supervisor or assistant manager level or above
Proven experience managing a client portfolio and reviewing the work of others

Desirable

Experience in a small-to-medium sized practice with a mixed client base (owner-managed businesses, limited companies, partnerships, sole traders)
Prior experience of staff appraisals or line management

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

Client Relationship ManagementFee ManagementFRS 102FRS 105Job BudgetingManagement AccountsPerformance AppraisalReconciliationsStaff SupervisionStatutory AccountsTax ComplianceWorking Papers Review

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