Client Portfolio Manager Job Stockport England UK,Finance & Banking

This opportunity would suit an ACA/ ACCA part or fully 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
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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
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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.