Client Manager

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Client Manager

Department: Accounting

Employment Type: Permanent

Location: Penrith

Description

At EQ Accountants, 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're looking for an ambitious and forward-thinking Client Manager to join our team and be a trusted advisor to a portfolio of clients, offering a blend of accounting, tax, planning and advisory services.

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, expertise and clarity.

Key Responsibilities

• Build strong and lasting relationships with a diverse portfolio of clients
• Understand client goals and challenges, proactively offering solutions that add value
• Organise and attend client meetings to best understand their needs
• Oversee client accounts, ensuring accuracy, compliance and timely delivery of services - this includes the preparation and review of annual accounts, tax returns and one off advisory projects
• Support and mentor junior team members

Skills, Knowledge & Expertise

• Part or fully qualified in a professional accountancy and or tax qualification
• Solid experience within a similar role within an accountancy practice
• Strong working knowledge of accounting principles, taxation and financial management
• Build trust with ease, communicate with clarity and take genuine pride in seeing your clients succeed
• Proficient in accounting and tax software
• Team player who thrives in a collaborative environment and is willing to share knowledge and support colleagues

Benefits

• Competitive salary
• 33 days annual leave (plus extra after 3 & 5 years' service)
• Pension (up to 10% employee contribution, matched by EQ)
• Life insurance (4 x annual salary)
• Private medical cover (eligible at certain grades and/or after specified length of service)
• Income protection - eligible after completing 1 year of service
• Enhanced family-friendly leave and pay - eligible after 6 and 12 months service
• Paid volunteering time (14 hours annually)
• EE mobile discount (for you + friends/family)
• Support for CGI qualification & continuous training
• Friendly, inclusive work culture with regular social events

Belong @ EQ, Part of the Sumer Group

At Sumer, we are committed to fostering an inclusive and diverse work environment, not just as buzzwords, but as the heartbeat of our team. Our recruitment practices reflect this commitment, welcoming individuals from all backgrounds. We prioritise creating an environment where every candidate feels respected and supported throughout the hiring process.

Everyone is unique and we understand that each individual may have distinct needs to showcase their best selves during interviews. Our commitment is to offer personalised support for all candidates. Let our team know how we can bring out your fullest potential.