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, and a clear progression plan.
- Other info: Enjoy a vibrant work culture with regular social events and opportunities for part-time work.
- Why this job: Take your career to the next level with direct pathways to Director and Shareholder roles.
- Qualifications: ACA/ACCA qualified with experience in general practice and client management.
The predicted salary is between 40000 - 50000 £ per year.
Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic 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 20, Mid Tier, Regional and Independent firms across the UK.
Client Portfolio Manager in Somerset employer: Taylor Rose Recruitment Ltd
Join a dynamic and supportive team in Somerset as a Client Portfolio Manager, where your career can flourish with a clear pathway to Director and Shareholder roles. Enjoy a flexible work culture that promotes work-life balance through hybrid working arrangements, generous holiday allowances, and regular social events, all while managing an impressive client portfolio across diverse sectors. With a strong focus on personal progression and mentorship, this is an excellent opportunity for ACA/ACCA qualified professionals seeking meaningful and rewarding employment.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
