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- Tasks: Manage a diverse client portfolio and provide expert advisory services.
- Company: Taylor Rose Recruitment, a supportive accountancy practice with a great team culture.
- Benefits: Excellent salary, bonuses, private medical insurance, flexible hours, and hybrid work options.
- Why this job: Take your career to the next level with a direct pathway to Director and Shareholder roles.
- Qualifications: ACA/ACCA qualified or equivalent, with strong communication skills and general practice experience.
- Other info: Enjoy a fantastic work-life balance and opportunities for personal progression.
The predicted salary is between 45000 - 55000 £ per year.
Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic opportunity in Oxfordshire. Will be managing an impressive client portfolio from an array of industry sectors, involving a mixture of accounts, tax and client/business advisory services. Perfect for an ACA/ACCA qualified individual working in general practice looking for the next step up in their career. There is a direct pathway to Director and Shareholder. Our client has a very supportive, team culture and pride themselves on a great work-life balance. Excellent remuneration & benefits package, company bonus, private medical insurance, flexible hours, hybrid arrangement and a personal progression plan.
The Role:
- Managing a client portfolio being their first point of contact
- Preparation and review of statutory accounts under FRS102
- Identifying tax planning opportunities
- Preparation/review of tax compliance
- Monthly management reporting
- Client/business advisory work
- Dealing with client queries
- Client meetings
- Assisting & mentoring junior staff
You:
- ACA/ACCA Qualified
- ACA/ACCA PQ or MAAT also considered
- Good working knowledge of FRS102
- General practice background
- Strong communication skills
- UK Resident
Client Portfolio Manager in Oxford employer: Taylor Rose Recruitment
Contact Detail:
Taylor Rose Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager in Oxford
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know about opportunities at firms like Taylor Rose Recruitment. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FRS102 and tax planning. We want you to feel confident discussing these topics, as they’re key to the Client Portfolio Manager role. Practice common interview questions with a mate to get into the groove!
✨Tip Number 3
Showcase your soft skills! Strong communication is essential in this role, so think of examples where you've successfully managed client relationships or mentored junior staff. We want to see how you can bring that supportive team culture to life!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect directly with us.
We think you need these skills to ace Client Portfolio Manager in Oxford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Portfolio Manager role. Highlight your ACA/ACCA qualifications and any relevant experience in managing client portfolios or advisory services.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your passion for client management and how you can contribute to the supportive team culture at our client’s firm.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure to demonstrate your ability to convey complex information clearly in your application. Use examples from your past experiences where you've successfully managed client relationships.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Taylor Rose Recruitment
✨Know Your Numbers
As a Client Portfolio Manager, you'll be dealing with accounts and tax planning. Brush up on your knowledge of FRS102 and be ready to discuss how you've applied it in previous roles. This shows you’re not just qualified but also practical and ready to hit the ground running.
✨Showcase Your Advisory Skills
Prepare examples of how you've provided business advisory services in the past. Think about specific situations where your advice made a difference for clients. This will demonstrate your ability to manage client relationships effectively and add value to their businesses.
✨Be Ready for Client Scenarios
Expect questions that put you in hypothetical client situations. Practice articulating how you would handle client queries or meetings. This will highlight your communication skills and your approach to client management, which is crucial for this role.
✨Emphasise Team Spirit
Since the company prides itself on a supportive team culture, be prepared to discuss how you’ve collaborated with others in your previous roles. Share experiences where you’ve mentored junior staff or worked as part of a team to achieve common goals.