Client Portfolio Manager

• Managing a client portfolio, being their first point of contact
• Preparation of year end financial statements under FRS
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• Preparation of corporate tax compliance.
• Identifying tax planning opportunities
• Client/ business advisory work
• Dealing with client queries
• Attending client meetings
• Training & mentoring junior staff
• Building and maintaining strong client relationships

This opportunity would suit an ACCA or ICAEW qualified individual working in general practice looking to continue their professional development and develop their advisory skills., ACA/ ACCA Qualified (ideally)

PQ/ MAAT also considered

General Practice background

Excellent working knowledge of FRS
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Strong communication skills

UK Resident

Excellent remuneration & benefits package, lots of flexibility and a personal progression plan. The firm has a very supportive team culture, with a strong focus on career development and work-life balance., Personal Progression Plan (pathway to Director)

• Generous holiday
• Office closed over Christmas
• Option to buy/ sell 5 days holiday
• Company laptop to facilitate home working.
• Flexible Working hours (eg. start early & finish early)
• Regular social events
• Generous Pension

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.