Client Portfolio Manager in Warrington

Client Portfolio Manager in Warrington

Warrington Part-Time On-site
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This opportunity would suit an ACCA or ICAEW qualified individual working in general practice looking to continue their professional development and develop their advisory skills.

Make sure to apply with all the requested information, as laid out in the job overview below.
Will involve managing a varied and interesting regional client portfolio including SMEs, OMBs (and Business Owners) and LLPs from a range of industry sectors involving a mixture of accounts, tax and client/ business advisory work.
Excellent remuneration & benefits package, lots of flexibility and a personal progression plan. The firm has a very supportive team culture, with a strong focus on career development and work-life balance.
Part time considered, more info can be seen below:
The Role:
Managing a client portfolio, being their first point of contact
Preparation of year end financial statements under FRS102
Preparation of corporate tax compliance.
Identifying tax planning opportunities
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 (ideally)
PQ/ MAAT also considered
General Practice background
Excellent working knowledge of FRS102
Strong communication skills
UK Resident
Benefits include:
Personal Progression Plan (pathway to Director)
Generous holiday
Office closed over Christmas
Option to buy/ sell 5 days holiday
Company laptop to facilitate home working. xiskglj
Flexible Working hours (eg. start early & finish early)
Regular social events
Generous Pension
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 Warrington 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.

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Contact Details:

Taylor Rose Recruitment Ltd Recruitment Team