At a Glance
- Tasks: Manage a diverse client portfolio and provide expert advisory services.
- Company: Progressive accountancy firm in Dorset with a supportive team culture.
- Benefits: Hybrid working, 28 days holiday, generous pension, and personal progression plan.
- Other info: Flexible hours and regular team social events for a great work-life balance.
- Why this job: Join a forward-thinking firm and make a real impact on clients' businesses.
- Qualifications: ACA/ACCA qualified or PQ/MAAT with a general practice background.
The predicted salary is between 45000 - 55000 £ per year.
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. Will involve managing a diverse client portfolio including SMEs, Owner-Managed-Businesses and Limited Companies 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.
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, PQ/MAAT also considered
- General Practice background
- 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
- 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.
Client Manager in London 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
