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 10/20, Mid Tier, Regional and Independent firms across the UK.