Client Portfolio Manager

This opportunity would suit an ACA/ ACCA part or recently qualified individual working in general practice looking to continue their professional development and develop their business advisory skills.

Will involve managing an impressive client portfolio including SMEs, OMBs (and Business Owners) and LLPs from an array of sectors involving a mixture of accounts, tax and client/ business advisory work.

The firm also has a very supportive, team culture with lots of flexibility and a great work life balance.

Excellent remuneration & benefits package, private medical insurance, paid overtime TOIL, hybrid working arrangement and a personal progression plan.

Part time considered, more info can be seen below:

The Role:

Managing a client portfolio, being their first point of contact
Preparation/ review of year end financial statements under FRS
102
Preparation/ review of corporate tax compliance.
Identifying tax planning opportunities
Preparation/ review of monthly management reporting packs
Review of management accounts & VAT returns
Client/ business advisory work
Attending client meetings
Training & mentoring junior staff
Building and maintaining strong client relationships

You:

ACA/ ACCA Qualified
PQ/ MAAT also considered
General Practice background
Excellent working knowledge of FRS
102
Strong communication skills
UK Resident

Benefits include:

Personal Progression Plan (pathway to Director)
Private Medical Insurance
Hybrid Working (Option of WFH 2 days a week)
25 days Holiday + BH
Option to buy/ sell 5 days holiday
A laptop and full suite of equipment to facilitate home working.
Great transport links - next to station
Flexible Working hours (eg. start early & finish early)
Regular social events
Office closure over Christmas
Generous Pension
Regular social events

If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.