Client Accounts Manager Job at Sumer Law (Bideford)

Client Accounts Manager

R T Marke, part of the Sumer group, is a growing accountancy practice dedicated ...

Location

United Kingdom , Exeter

Salary:

Not provided

Sumer Law

Expiration Date

Until further notice

Requirements

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
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

Job Responsibility

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

Fulltime

Client Accounts Manager

R T Marke, part of the Sumer group, is a growing accountancy practice dedicated ...

Location

United Kingdom , Plymouth

Salary:

Not provided

Sumer Law

Expiration Date

Until further notice

Requirements

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
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

Job Responsibility

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

Fulltime

Senior Client Manager Large Accounts

The Senior Client Manager maintains and expands relationships with important lar...

Location

Belgium , Diegem

Salary:

Not provided

Aon

Expiration Date

Until further notice

Requirements

University degree
At least five years of experience with account management in a business to business environment in the insurance, financial services or consultancy industry
Fluent in Dutch/French and professional knowledge of English
Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level
Proven ability to manage multiple projects at a time
Excellent listening, negotiation and presentation skills

Job Responsibility

Establishe productive, professional relationships with key personnel in assigned customer accounts
Coordinate the involvement of company personnel (both in Belgium and abroad), including support, service, and management resources, in order to meet account performance objectives and customers' expectations
Meet assigned targets for profitable sales volume and strategic objectives in assigned accounts and business development
Proactively assesse, clarifi, and validates customer needs on an ongoing basis
Lead solution development efforts that best address customer needs, while coordinating the involvement of all necessary company personnel

What we offer

competitive remuneration package
dynamic career with plenty of career opportunities and self-development

Accounting Manager / Client Services Manager

We are seeking an experienced Accounting Manager / Client Services Manager to ta...

Location

United States , Wyomissing

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience managing business and individual client accounting and tax engagements
Strong knowledge of bookkeeping, financial statement review, and tax compliance
Prior experience supervising or mentoring accounting staff
Excellent organizational, communication, and client relationship skills
Professional demeanor and commitment to client service excellence

Job Responsibility

Serve as the primary point of contact for assigned clients, maintaining meaningful monthly communication and documenting interactions
Review monthly financial statements promptly to ensure accuracy, compliance, and timely delivery
Provide ongoing consulting, accounting guidance, and proactive tax planning based on client needs
Monitor client profitability monthly and collaborate with firm leadership on fee adjustments
Visit client locations annually to strengthen relationships and understand operations
Manage preparation and review of business and individual tax returns for assigned clients
Oversee year‑end tax planning, quarterly tax estimates, and reasonable compensation analysis
Coordinate tax return production, maintain organized tax files, and manage deadlines
Handle tax questions and correspondence with federal, state, and local taxing authorities
Supervise, train, and support bookkeepers, including hiring and performance management

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Client Manager - New Client Acquisition

The Client Manager - New Acquisition is a seasoned subject matter expert, respon...

Location

Singapore , Singapore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent in a sales related field or equivalent
Relevant vendor certifications are desirable
Seasoned experience in a similar role in a sales environment (prior hunter, sales development experience in technology and software preferred)
Experience working in the technology industry
Seasoned solution sales develop and/or lead generation & development experience
Experience working with sales tools and other sales automation or prospecting tools (e.g., Salesforce.com)
Success in a role with weekly, monthly, and quarterly targets

Job Responsibility

Pursue and land identified and qualified sales leads
Hunt for new opportunities from a list of named account targets across all solutions
Identify the most suitable value propositions, partner configurations, cost structures and revenue models for identified target markets
Ensure opportunity adoption
Search for expansion opportunities
Collaborate closely with internal stakeholders such as sales specialist, client principals, presales architects to close sale
Provide quotations for solutions as indicated by the organization's service level agreements
Maintain sales funnel hygiene with a pipeline of early-stage leads
Use the organizations' sales tools (e.g. Salesforce.com) and methodology to effectively manage customer, opportunity DATA and track sales leads activity
Drive the sales process with the qualified leads to close sales

Fulltime

Personal Tax Manager or Senior Manager - Private Client

A leading national advisory firm is looking to strengthen its Private Client fun...

Location

United Kingdom , Cardiff

Salary:

55000.00 - 70000.00 GBP / Year

The Accountancy Recruiters

Expiration Date

Until further notice

Requirements

Significant personal tax experience within an accountancy or advisory firm
Strong review-level technical capability and client communication skills
Proven experience managing teams and overseeing complex compliance
ATT, CTA, ACA, ACCA or equivalent qualification (or qualified by experience)
Commercial mindset, with a collaborative and solutions-led approach

Job Responsibility

Manage a portfolio of HNWIs, business owners, and other private clients with complex tax needs
Lead client delivery and communication, ensuring technical excellence and commercial awareness
Review high-risk and complex personal tax returns and planning work
Mentor and develop junior team members, supporting their reviews and technical development
Oversee workflow and team capacity, ensuring efficient delegation and quality control
Actively contribute to business development and networking in the South Wales region
Stay up to date with technical and legislative changes, and lead internal updates and training

What we offer

Opportunity to step into a Senior Manager role, or deepen impact as an established SM
Stable, growing client base with interesting and varied work
Regional autonomy with national support
Direct access to senior leadership and firm-wide visibility

Fulltime

Senior Client Manager

As a Senior Client Manager at NTT DATA, you will be instrumental in managing and...

Location

India , Mumbai

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Advanced experience in global partner management, sales environments, and customer service
Experience in the IT or professional services industry, focusing on business development and/or sales
Strong business acumen in sales, focusing on planning and leveraging tools and DATA
Knowledge of the company's offerings, client applications, use cases, and market trends
Ability to link our high-value services to specific client needs and outcomes
Experience in identifying and advancing opportunities at assigned prospects and clients, and accountability for coordinating internal and external resources to close sales opportunities
Excellent client engagement and management skills, aimed at improving client relationships and driving sales growth
Prior experience with the Salesforce.com contact platform
A bachelor’s degree or equivalent in business or a sales-related field.

Job Responsibility

Drive land, expansion, and renewals across all solutions within assigned accounts
Take full ownership of accounts and ensure client satisfaction throughout their entire lifecycle
Build lasting connections and identify how services can add value to client business
Work closely with vendors and partners to achieve results
Manage accounts, opportunities, pipelines, and forecasts using sales tools and methodologies
Develop and maintain open and effective communication channels with clients
Identify current needs and articulate how solutions can meet those needs
Drive demand and encourage clients to explore additional services
Develop governance and compliance policies to manage risk and ensure financial governance and compliance

Fulltime

Associate Client Manager (Advanced English)

Location

Brazil , Anytown (DT)

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Advanced English
Entry level experience working as part of a sales team in a fast-paced environment
Entry level experience in a sales environment and/or customer service role
Entry level experience in the IT or professional services industry with a focus on business development and/or sales
Some experience working with Salesforce.com contact platform
Relevant experience gained in an inside sales / tele sales environment is advantageous
Some experience in working for/in/with Japanese companies would be advantageous

Job Responsibility

Develops open and effective channels of communication in with each client within the assigned account to expand all solutions
Supports the Client Management team in managing and growing relationships to drive expansion and renewals across all solutions within assigned accounts in the foundational segment
Assists with minimizing churn and maximizing retention as well as learning how to uncover opportunistic HVS opportunities
Under supervision, assists with driving client satisfaction throughout the entire lifecycle of the clients’ buying process, by assisting with the commercial agreement for each client
Under direct guidance, engages with clients to address concerns and develops ability to provide recommends possible solutions that can be delivered by the organization
Develops the ability to generate demand by assisting with the identification of client current needs and engages clients through digital marketing channels
Learns how to build enduring relationships and develops an understanding of the client industry, business environment and strategy to identify current and future opportunities for the company
Effectively articulates how the company can add value through our services and solutions, with a focus on HVS offerings
Under supervision, influences and works closely with vendors to achieve required results
Uses company's sales tools and methodology to effectively manage territory, accounts, opportunities, pipelines and forecast

What we offer

Vaga Hibrida
Contratação modelo CLT
Seu equipamento de trabalho
Vale-transporte
Vale-refeição/alimentação
Auxílio home-office
Plano de saúde e odontológico para você e sua família
Seguro de vida em grupo
Participação nos Lucros e Resultados (PLR) anual
Convênio farmácia

Fulltime

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Client Accounts Manager

Job Description

Job Responsibility

Requirements

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