Client Accounts Manager Job at Sumer Law (Exeter)

Client Accounts Manager

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

Location

United Kingdom , Bideford

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

New

Senior Client Manager

As a Senior Client Manager at NTT DATA, your role will center on building and nu...

Location

United States , Texas

Salary:

115000.00 - 213000.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

8+ years in a technology sales position with recent experience supporting global clients
Seasoned experience in a global partner management role
Seasoned experience in a sales environment and/or customer service role
Seasoned experience in the IT or professional services industry with a focus on business development and/or sales
Seasoned experience in driving alignment to a common vision and working across multiple stakeholders to achieve sales growth
Seasoned sales orientation with experience working with clients and business teams to create sales-orientated solutions and services
Seasoned experience gained in a similar client manager role
Seasoned experience working with Salesforce.com contact platform
Bachelor's degree or equivalent in business or a sales related field

Job Responsibility

Manages and grows relationships to drive expansion and renewals across all solution areas within assigned regional clients
Builds relationships and influences stakeholders
Works with and through company's network of offices to deliver an excellent client experience in each relevant market
Realizes revenue and margin targets and maximizes sales opportunities through connecting client needs with company offerings and solutions
Develops and drives organization strategy with local client managers within assigned regional accounts
Uses engagement skills to establish account strategies with key stakeholders
Minimizes churn and maximizes retention in assigned accounts
Use company's sales tools (for example, Salesforce.com) and methodology to effectively manage the accounts, opportunities, pipelines and forecast
Be fully aware of and understand the International Trade Policy
Meets or exceeds quota targets through comprehensive account management

What we offer

Medical insurance
Dental insurance
Vision insurance
Flexible spending or health savings account
Life and AD&D insurance
Short and long term disability coverage
Paid time off
Employee assistance
Participation in a 401k program with company match
Additional voluntary or legally-required benefits

Fulltime

New

Employee Benefits Client Manager

At Alera Group, our Employee Benefits teams help organizations attract, retain, ...

Location

United States , Scottsdale

Salary:

Not provided

Alera Group

Expiration Date

Until further notice

Requirements

Two plus years of experience in employee benefits account management client service or consulting environment
Strong client service skills with experience managing multiple client accounts or programs
Knowledge of benefits programs including medical dental vision and ancillary offerings
Understanding of compliance requirements and industry best practices including ACA COBRA and HIPAA
Excellent communication collaboration and organizational skills
Ability to manage multiple priorities and maintain a high level of accuracy and responsiveness

Job Responsibility

Deliver employee benefits programs that align with organizational goals and workforce needs
Serve as the primary relationship manager for assigned clients building strong relationships with HR leadership and executive stakeholders
Provide proactive guidance on plan design compliance requirements and vendor management strategies
Facilitate client meetings including mid year reviews renewal discussions and wellness strategy sessions
Respond to employee and client inquiries with clear accurate and timely information across all aspects of benefits programs
Administer benefits programs including renewals enrollments plan changes and client lifecycle activities
Independently manage and coordinate the annual renewal process ensuring all deliverables and timelines are met
Maintain accurate documentation and client records across systems including benefit plan details correspondence and reporting
Ensure compliance with regulatory requirements including ACA COBRA HIPAA and other applicable laws
Collaborate with carriers internal teams and third party administrators to support program accuracy and efficient implementation

What we offer

medical, dental, vision, life and disability coverage, 401(k), generous PTO

Fulltime

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Client Accounts Manager

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Looking for more opportunities?

Client Accounts Manager

Client Accounts Manager

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