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- Tasks: Manage a diverse client portfolio and provide accounts & tax services.
- Company: Leading firm of Chartered Accountants with a supportive team culture.
- Benefits: Excellent salary, private healthcare, hybrid working, and flexible hours.
- Why this job: Join a dynamic team and progress your career in a flexible environment.
- Qualifications: ACA/ACCA qualified or equivalent experience in practice.
- Other info: Part-time options available with a clear progression plan.
The predicted salary is between 40000 - 50000 £ per year.
Public Practice specialists Taylor Rose Recruitment have been instructed on an Accounts Portfolio Assistant Manager/ Manager opportunity on behalf of a leading firm of Chartered Accountants in Stevenage. Perfectly suited for an ACA/ ACCA qualified individual (PQ or MAAT also considered) working in practice looking for structured career progression, flexibility, and a supportive team environment.
Managing all aspects of your own diverse portfolio of clients from a range of industry sectors involving the provision of accounts & tax services, ad hoc client/ business advisory work with regular client liaison.
Excellent remuneration and benefits package, private healthcare, option of WFH 2/ 3 days a week, lots of flexibility, and a personal progression plan (to Senior Manager). Part-time also considered.
The Role:
- Managing all aspects of the client portfolio, acting as the main point of contact
- Preparation and review of year-end statutory accounts
- Preparation of management reporting packs
- Preparation and review of tax compliance
- Identifying tax planning opportunities
- Dealing with HMRC and other third parties
- Training junior staff and reviewing their work
- Assisting with other ad hoc advisory assignments
- Business development
Benefits Include:
- Progression plan
- Hybrid working arrangement
- Flexible working hours
- Private healthcare
Accounts Portfolio Manager in Stevenage employer: Taylor Rose Recruitment
Contact Detail:
Taylor Rose Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Portfolio Manager in Stevenage
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting world, attend industry events, and don’t be shy about letting people know you’re on the hunt for an Accounts Portfolio Manager role. You never know who might have the inside scoop on a great opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Think about real-life examples where you've successfully managed client portfolios or navigated tricky tax situations. This will show potential employers that you’re not just qualified, but also experienced.
✨Tip Number 3
Don’t forget to showcase your soft skills! As an Accounts Portfolio Manager, communication and teamwork are key. Be ready to discuss how you’ve trained junior staff or collaborated with clients to achieve their goals. This will set you apart from other candidates.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to find roles that match your skills and aspirations. Plus, we’re here to support you every step of the way in your job search journey.
We think you need these skills to ace Accounts Portfolio Manager in Stevenage
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Accounts Portfolio Manager role. Highlight your ACA/ACCA qualifications and any relevant experience in managing client portfolios.
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 position. Mention your passion for client management and how you can contribute to the team’s success.
Showcase Your Soft Skills: In addition to technical skills, we value soft skills like communication and teamwork. Make sure to include examples of how you've successfully liaised with clients or trained junior staff in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates about the role!
How to prepare for a job interview at Taylor Rose Recruitment
✨Know Your Numbers
Make sure you brush up on your accounting knowledge, especially around year-end statutory accounts and tax compliance. Be ready to discuss specific examples from your experience where you've successfully managed client portfolios or identified tax planning opportunities.
✨Showcase Your Advisory Skills
Since the role involves business advisory work, prepare to share instances where you've provided valuable insights to clients. Think about how you can demonstrate your ability to liaise with clients effectively and offer tailored advice based on their unique needs.
✨Highlight Teamwork and Training Experience
This position involves training junior staff, so be prepared to talk about your experience in mentoring or leading a team. Share examples of how you've supported colleagues in their development and how you approach reviewing their work.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, the support they provide for career progression, and their approach to hybrid working. This shows your genuine interest in the role and helps you assess if it's the right fit for you.