Accounts Portfolio Manager in Cheshire, Crewe

Accounts Portfolio Manager in Cheshire, Crewe

Crewe +1 Full-Time 40000 - 50000 £ / year (est.) No home office possible
Taylor Rose Recruitment Ltd

At a Glance

  • Tasks: Manage a diverse client portfolio and provide accounts & tax services.
  • Company: Progressive firm of Chartered Accountants in South Cheshire.
  • Benefits: Hybrid working, generous holiday entitlement, and health cash plan.
  • Why this job: Join a supportive team with structured career progression and flexibility.
  • Qualifications: ACA/ACCA qualified or part-qualified, with strong accounts and tax compliance experience.
  • Other info: Part-time options available and regular social events.

The predicted salary is between 40000 - 50000 £ per year.

Public Practice specialists Taylor Rose Recruitment have been instructed on an Accounts Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in South Cheshire. Perfectly suited for an ACA/ACCA qualified individual (PQ or MAAT also considered) working in practice looking for structured career progression, flexibility, and a supportive team environment.

Managing all aspects of your own diverse portfolio of clients from a range of industry sectors involving the provision of accounts & tax services, regular client liaison, and working closely with the Directors.

Excellent remuneration & benefits package, hybrid & flexible working arrangement, TOIL, generous holiday entitlement, and personal progression plan. Part-time also considered.

The Role:
  • Managing all aspects of the client portfolio, acting as the main point of contact
  • Preparation and review of year-end statutory accounts
  • Management accounts preparation
  • Preparation of Tax compliance
  • Identifying tax planning opportunities
  • Dealing with HMRC and other third parties
  • Training junior staff and reviewing their work
  • Assisting with other ad hoc advisory assignments
  • Business development
Benefits Include:
  • Progression plan
  • Hybrid/Flexible working arrangement
  • Health cash plan
  • Generous holiday entitlement
  • Option to buy and sell holidays
  • Regular social events
  • Time Off In Lieu
  • Cycle to work scheme
You:
  • ACA/ACCA Qualified (ideally)
  • ACA/ACCA Part Qualified or MAAT also considered
  • Experience of managing a client portfolio (ideally)
  • Strong accounts and tax compliance experience
  • Background in accountancy practice
  • Good communication skills

If this vacancy doesn’t tick the boxes, do get in touch to discuss alternatives. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.

Locations

Crewe Cheshire

Accounts Portfolio Manager in Cheshire, Crewe employer: Taylor Rose Recruitment Ltd

Join a progressive firm of Chartered Accountants in South Cheshire, where you will thrive in a supportive team environment that values flexibility and structured career progression. With an excellent remuneration package, hybrid working options, and generous holiday entitlement, this role offers the perfect balance for professionals seeking meaningful work while enjoying a vibrant work culture and opportunities for personal growth.
Taylor Rose Recruitment Ltd

Contact Detail:

Taylor Rose Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Accounts Portfolio Manager in Cheshire, Crewe

✨Tip Number 1

Network like a pro! Reach out to your connections in the accountancy world, attend industry events, and don’t be shy about letting people know you’re on the hunt for an Accounts Portfolio Manager role. You never know who might have the inside scoop on a great opportunity!

✨Tip Number 2

Prepare for interviews by brushing up on your technical knowledge and client management skills. Be ready to discuss how you’ve handled diverse portfolios and tax compliance in the past. We want to see that you can not only manage accounts but also build strong relationships with clients.

✨Tip Number 3

Showcase your soft skills! Communication is key in this role, so be prepared to demonstrate how you’ve effectively liaised with clients and trained junior staff. We love candidates who can balance technical expertise with a personable approach.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who are ready to take their careers to the next level in a supportive and flexible environment.

We think you need these skills to ace Accounts Portfolio Manager in Cheshire, Crewe

ACA/ACCA Qualification
Portfolio Management
Year-End Statutory Accounts Preparation
Management Accounts Preparation
Tax Compliance
Tax Planning
Client Liaison
Communication Skills
Training and Reviewing Junior Staff
Advisory Assignments
Business Development
Experience in Accountancy Practice

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Accounts Portfolio Manager role. Highlight your ACA/ACCA qualifications and any relevant experience managing client portfolios to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role, mentioning your strong accounts and tax compliance experience. Don’t forget to show your enthusiasm for joining our supportive team!

Showcase Your Communication Skills: Since good communication is key in this role, make sure to demonstrate your ability to liaise with clients effectively in your application. Share examples of how you've successfully managed client relationships in the past.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our progressive firm!

How to prepare for a job interview at Taylor Rose Recruitment Ltd

✨Know Your Numbers

Make sure you brush up on your accounting knowledge, especially around year-end statutory accounts and tax compliance. Be ready to discuss specific examples from your experience managing client portfolios, as this will show your expertise and confidence in the field.

✨Showcase Your Communication Skills

Since you'll be liaising with clients regularly, it's crucial to demonstrate your communication skills during the interview. Practice explaining complex accounting concepts in simple terms, and think of examples where you've successfully communicated with clients or trained junior staff.

✨Understand the Firm's Culture

Research the firm’s values and culture before the interview. This will help you tailor your responses to align with their progressive approach and supportive team environment. Mention how you value flexibility and career progression, as these are key aspects they’re looking for.

✨Prepare Questions

Have a few thoughtful questions ready to ask at the end of the interview. Inquire about their approach to client management or how they support professional development. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.

Accounts Portfolio Manager in Cheshire, Crewe
Taylor Rose Recruitment Ltd
Location: Crewe

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