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Job Title


Senior Client Manager


Company : Sumer Group Holdings Limited


Location : Bolton, England


Created : 2025-05-02


Job Type : Full Time


Job Description

Senior Client ManagerDepartment:Accounting Employment Type:Permanent Location:Bolton DescriptionManaging a portfolio of regular clients on a monthly, quarterly, and annual basis. Assisting with basic client tax planning. Involvement with ad-hoc tasks such as:Forecasting Cash flows Providing financial & tax due diligence Development opportunitiesReviewing junior work. Ensuring the delivery of statutory and management accounts, along with personal and corporate tax returns. Collaborating with division managers and directors. Key ResponsibilitiesPreparing management accounts, VAT returns, and financial forecasts. Overseeing bookkeeping activities and completing them when necessary. Preparing corporation tax computations with a solid understanding of taxation. Completing sets of accounts from client records. Discussing and resolving account queries with clients. Preparing high-standard account files for partner/associate review. Leading client assignments from planning through to delivery. Reviewing work of juniors and providing constructive feedback. Handling ad-hoc administrative duties related to client needs. Identifying potential issues or risks, proposing solutions proactively, or reporting as appropriate. Reviewing subordinate work. Maintaining and updating documented records per company standards. Managing multiple assignments simultaneously, ensuring deadlines are met, and discussing resource or timing issues with managers. Skills, Knowledge, and Expertise3-5 years post-qualification experience – ACCA/ICAEW. Knowledge of statutory accounts (FRIS102(1a)). Experience with corporation and personal tax. Management accounts expertise. Good understanding of VAT. Strong Excel skills. Experience in training and managing juniors. Excellent organizational skills. Effective communication skills. Experience with platforms like Xero, Sage, etc. CCH experience is preferred but training will be provided. What We OfferOur team at Cowgills fosters a positive and enjoyable culture, making it a great place to work.As an independent firm, there are opportunities to broaden your knowledge across various sectors.Flexible working arrangements.Dedicated development and career growth support.Benefits include counselling services, health subsidies, cycle-to-work scheme, and mental health support.Competitive salary package. #J-18808-Ljbffr