Client Portfolio Manager

Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of our client in Somerset.

Perfect for an ACA/ ACCA qualified individual working in general practice looking for the next step up in their career.

Will be working closely with an impressive client portfolio from an array of sectors involving a mixture of accounts, tax and client/ business advisory work.

There is a direct pathway to Director and Shareholder for the right individual.

Excellent remuneration & benefits package, option of WFH, free parking, lots of flexibility and a personal progression plan. 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

Review of tax compliance

Identifying tax planning opportunities

Tax planning

Preparation/ review of monthly management reporting packs

Review of management accounts & VAT returns

Client advisory work

Dealing with client queries

Leading client meetings

Assisting & mentoring junior staff

Building strong client relationships

You:

ACA/ ACCA Qualified

General Practice background

Experience of managing a client portfolio (ideally)

Good working knowledge of FRS
102

Strong communication skills

UK Resident

Benefits include:

Progression Plan to Director/ Shareholder

Hybrid Working Arrangement

Flexible Working hours (eg. start early & finish early)

25 days Holiday + BH

Office closure over Christmas

Free Parking

Company Phone

A laptop and full suite of equipment to facilitate home working.

Regular social events

Part time considered.

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.