Job Description Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of our client in Truro, Cornwall.\n \nWill be working closely with a diverse client portfolio including SMEs, LLPs and OMBs from an array of sectors involving a mixture of accounts, tax, business advisory and ad hoc project work.\n \nPerfect for an ACA/ ACCA qualified individual working in general practice looking for the next step in their career. (PQ/ MAAT also encouraged to apply)\n \nExcellent remuneration & benefits package, private medical, hybrid working arrangement, lots of flexibility and a personal progression plan. Part time considered. n The Role: \n \nManaging a client portfolio, being their first point of contact\n \nPreparation/ review of year end financial statements under FRS102\n \nPreparation/ review of monthly management reporting\n \nIdentifying tax planning opportunities\n \nReview of management accounts & VAT returns\n \nClient/ business advisory work\n \nDealing with client queries\n \nAttending client meetings\n \nTraining & mentoring junior staff\n \nBuilding and maintaining strong client relationships\n You: \n \nACA/ ACCA Qualified\n \nPQ/ MAAT also considered\n \nGeneral Practice background\n \nExperience of managing a client portfolio inc. n \nPersonal Progression Plan\n \nHybrid Working (Option of WFH 2 days a week)\n \nPrivate Medical\n \nGenerous Pension\n \nA laptop and full suite of equipment to facilitate home working.\start early & finish early)\n \n25 Days Holiday + BH\n \nOption to buy/ sell 5 days holiday\n \nOffice closure over Christmas\n \nRegular social events\n \nPart time considered\n \nIf this vacancy doesn't tick the boxes, do get in touch to discuss alternatives we are working on roles at all levels.
Manager / Client Portfolio Manager in Cornwall employer: Taylor Rose Recruitment Ltd
Join a leading firm in Milton Keynes that prioritises work-life balance and employee growth, offering an excellent remuneration package alongside extensive benefits. With a focus on professional development, including a clear progression plan to managerial roles, this company fosters a supportive work culture where you can thrive while managing a diverse portfolio of clients. Enjoy the flexibility of hybrid working arrangements and generous holiday entitlements, making it an ideal place for ambitious ACA/ACCA qualified professionals looking to advance their careers.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
