Client Portfolio Manager

Location: Unsworth

Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of our client in Truro, Cornwall. Will be working closely with a diverse client portfolio including SMEs, LLPs and OMBs from an array of sectors involving a mixture of accounts, tax, business advisory and ad hoc project work. Perfect for an ACA/ ACCA qualified individual working in general practice looking for the next step in their career.

(PQ/ MAAT also encouraged to apply) Excellent remuneration & benefits package, private medical, hybrid working arrangement, lots of flexibility 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 monthly management reporting Identifying tax planning opportunities Review of management accounts & VAT returns Client/ business advisory work Dealing with client queries Attending client meetings Training & mentoring junior staff Building and maintaining strong client relationships You: ACA/ ACCA Qualified PQ/ MAAT also considered General Practice background

Experience of managing a client portfolio inc. OMBs Excellent working knowledge of FRS
102 Strong communication skills UK Resident Benefits include:
Personal Progression Plan Hybrid Working (Option of WFH 2 days a week) Private Medical Generous Pension 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) 25 Days Holiday  BH Option to buy/ sell 5 days holiday Office closure over Christmas 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.