Client Portfolio Manager

Client Portfolio Manager

Full-Time No working from home possible
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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 FRS102 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

Client Portfolio Manager employer: Taylor Rose Recruitment Ltd Careers

Join a dynamic and supportive team in Central Leeds, where your career as an Accounts & Business Advisory Manager will flourish. With a strong focus on employee growth, our client offers a comprehensive benefits package including a 15% bonus, private medical insurance, and the flexibility of hybrid working. Experience a vibrant work culture that values collaboration, mentorship, and regular social events, making it an ideal environment for professionals seeking meaningful and rewarding employment.

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Contact Details:

Taylor Rose Recruitment Ltd Careers Recruitment Team