Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of a forward thinking and progressive firm in Dorset.
Increase your chances of an interview by reading the following overview of this role before making an application.
Will involve managing a diverse client portfolio including SMEs and Owner-Managed-Businesses 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, hybrid/ flexible 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 VAT returns & Bookkeeping
Client/ business advisory work
Dealing with client queries
Attending client meetings
Mentoring junior staff
Building and maintaining strong client relationships
You:
ACA/ ACCA Qualified (ideally)
PQ/ MAAT also considered
General Practice background
Experience of managing a client portfolio
Excellent working knowledge of FRS102
Strong communication skills
UK Resident
Benefits include:
Personal Progression Plan
Hybrid Working (Option of WFH 2 days a week)
28 days Holiday + BH
Birthday off
Office closure over Christmas
Generous Pension
Option to buy/ sell 5 days holiday
A laptop and full suite of equipment to facilitate home working. xgikmsk
Flexible Working hours (eg. start early & finish early)
Regular team 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.
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Client Manager in Waterloo 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.
Contact Details:
Taylor Rose Recruitment Ltd Careers Recruitment Team
