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.
Will 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.
Perfect for an ACA/ ACCA qualified individual working in general practice looking for the next step in their career. (PQ/ MAAT also encouraged to apply)
Excellent remuneration & benefits package, private medical, hybrid working arrangement, lots of flexibility and a personal progression plan. Part time considered. n The Role:
Managing a client portfolio, being their first point of contact
Preparation/ review of year end financial statements under FRS102
Preparation/ review of monthly management reporting
Identifying tax planning opportunities
Review of management accounts & VAT returns
Client/ business advisory work
Dealing with client queries
Attending client meetings
Training & mentoring junior staff
Building and maintaining strong client relationships
You:
ACA/ ACCA Qualified
PQ/ MAAT also considered
General Practice background
Experience of managing a client portfolio inc. n
Personal Progression Plan
Hybrid Working (Option of WFH 2 days a week)
Private Medical
Generous Pension
A laptop and full suite of equipment to facilitate home working.\start early & finish early)
25 Days Holiday + BH
Option to buy/ sell 5 days holiday
Office closure over Christmas
Regular social events
Part time considered
If 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 Penzance 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
