Description
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
As a Client Accounts Manager, you will:
* 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.
About RT Marke
At R.T. Marke & Co, we are an established and growing accountancy and business advisory firm with offices in Bideford and Exeter. With over 30 years of experience, we specialise in providing personalised services to small and medium-sized businesses across diverse sectors.
Our focus is on helping our clients grow and succeed through proactive support in tax planning, business development, and financial management. We pride ourselves on building long-lasting relationships and treating our clients' businesses with the same care as our own.
R.T.Marke is part of the Sumer Group, enabling us to leverage broader expertise and resources while maintaining a local touch.