Accounts Manager

Role Overview

• Working on a portfolio of clients, primarily GP practices, ensuring accurate and timely delivery of accounts and reports
• Allocate work effectively, monitor progress, and escalate issues to Directors as needed
• Plan and manage deadlines, including lifecycle planning for all clients in the portfolio
• Prepare and review practice accounts, drawings, tax projections, and pensions estimates to a high standard
• Ensure files are complete, accurate, and reviewed before Director or Partner sign-off
• Provide technical guidance and updates to the team
• Keep up-to-date with accounting standards and developments in the healthcare sector
• Act as a senior point of contact for clients in the portfolio
• Attend client meetings and resolve queries efficiently
• Maintain visibility of all services provided, including bookkeeping, TIS, pension, incorporation, and advisory services
• Support business development initiatives including client pitches and presentations
• Identify opportunities for new clients or services and collaborate with Directors and Partners
• Coach team members to recognise potential business opportunities

Requirements

• ACCA/ACA qualified or equivalent
• Demonstratable experience of portfolio management within an accountancy practice
• Strong experience preparing accounts and complex client deliverables
• Excellent attention to detail, organisational skills, and ability to manage deadlines
• Confident communicator, able to liaise effectively with clients and stakeholders
• Strong leadership skills, able to motivate and develop a team
• Commercially aware and client-focused, able to identify opportunities within a portfolio
• Medical or healthcare sector experience is desirable but not essential

Benefits

• Work in a highly specialised area of accountancy supporting healthcare professionals
• Exposure to complex and technically interesting client work, beyond standard practice accounts
• Develop expertise in medical partnerships, NHS finance, and GP accounting
• Join a firm with decades of reputation in the medical sector
• Benefit from the resources and development opportunities within HW Fisher and the wider Sumer Group **Belong @ Sumer **At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers, and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.****Our values represent what matters most to us and guide how we work every day:
• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.