At a Glance
- Tasks: Manage a diverse client portfolio and provide expert financial advice.
- Company: Progressive accountancy firm in Taunton with a forward-thinking approach.
- Benefits: Flexible working hours, hybrid arrangements, and a personal progression plan.
- Other info: Enjoy 25 days holiday, free parking, and a supportive team environment.
- Why this job: Take your career to the next level while building strong client relationships.
- Qualifications: ACA/ACCA qualified with a background in general practice.
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 Taunton. Perfect for an ACA/ACCA qualified individual working in practice looking for the next step up in their career. Will be working closely with an impressive client portfolio (with a focus on OMBs & Business Owners) involving a mixture of accounts, tax and client/business advisory work.
Excellent remuneration & benefits package, free parking, hybrid arrangement, 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 under FRS102
- Review of tax compliance
- Identifying tax planning opportunities
- Tax planning
- Business/Tax advisory work (as you progress)
- Dealing with client queries
- Leading client meetings
- Assisting & mentoring junior staff
- Building strong client relationships
You:
- ACA/ACCA Qualified
- MAAT & PQ also considered
- General Practice background
- Good working knowledge of FRS102
- Strong communication skills
- UK Resident
Benefits include:
- Personal Progression Plan to Director/Shareholder
- Hybrid Working Arrangement
- Flexible Working hours (e.g. start early & finish early)
- 25 days Holiday + BH
- Office closure over Christmas
- Free on site Parking
- Company Phone
- A laptop and full suite of equipment to facilitate home working.
We're Hiring: Accounts Manager, Client Portfolio Manager in Somerset 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
