At a Glance
- Tasks: Manage a diverse client portfolio and provide expert financial advice.
- Company: Taylor Rose Recruitment, specialists in accountancy practice.
- Benefits: Flexible working hours, hybrid options, 25 days holiday, and free parking.
- Other info: Join a dynamic team with regular social events and personal progression plans.
- Why this job: Fast-track your career to Director/Shareholder while working with impressive clients.
- Qualifications: ACA/ACCA qualified with experience in general practice.
The predicted salary is between 40000 - 50000 £ 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 Somerset. Perfect for an ACA/ ACCA qualified individual working in general practice looking for the next step up in their career. Will be working closely with an impressive client portfolio from an array of sectors involving a mixture of accounts, tax and client/ business advisory work. There is a direct pathway to Director and Shareholder for the right individual. Excellent remuneration & benefits package, option of WFH, free parking, lots of flexibility and a personal progression plan.
The Role:
- Managing a client portfolio, being their first point of contact
- Preparation/ review of year end financial statements
- Review of tax compliance
- Identifying tax planning opportunities
- Tax planning
- Preparation/ review of monthly management reporting packs
- Review of management accounts & VAT returns
- Client advisory work
- Dealing with client queries
- Leading client meetings
- Assisting & mentoring junior staff
- Building strong client relationships
You:
- ACA/ ACCA Qualified
- General Practice background
- Experience of managing a client portfolio (ideally)
- Good working knowledge of FRS102
- Strong communication skills
- UK Resident
Benefits include:
- Progression Plan to Director/ Shareholder
- Hybrid Working Arrangement
- Flexible Working hours (eg. start early & finish early)
- 25 days Holiday
- BH Office closure over Christmas
- Free Parking
- Company Phone
- A laptop and full suite of equipment to facilitate home working.
- 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 10/20, Mid Tier, Regional and Independent firms across the UK.
Locations
Client Portfolio Manager in Somerset, Taunton employer: Taylor Rose Recruitment Ltd
As a leading accountancy practice, our client offers an exceptional work environment in Somerset, where you can thrive as a Client Portfolio Manager. With a clear pathway to Director and Shareholder roles, flexible working arrangements, and a strong emphasis on personal development, employees enjoy a supportive culture that values growth and work-life balance. The attractive benefits package, including free parking and regular social events, further enhances the appeal of joining this dynamic team.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
