At a Glance
- Tasks: Manage a diverse client portfolio and provide expert financial advice.
- Company: Taylor Rose Recruitment, specialists in accountancy practice.
- Benefits: Hybrid working, private medical, generous pension, and 25 days holiday.
- Other info: Part-time options available and regular social events.
- Why this job: Take your career to the next level with flexible hours and personal progression.
- Qualifications: ACA/ACCA qualified or PQ/MAAT with general practice experience.
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 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.
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. OMBs
- Excellent working knowledge of FRS102
- Strong communication skills
- UK Resident
Benefits include:
- 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.
- Great transport links - next to station
- Flexible Working hours (eg. 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. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.
Client Portfolio Manager in Slough 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
