At a Glance
- Tasks: Manage a diverse client portfolio and provide business advisory services.
- Company: Supportive firm with a flexible culture and great work-life balance.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday allowance.
- Other info: Pathway to Director role and regular social events for team bonding.
- Why this job: Develop your skills while making a real impact on clients' businesses.
- Qualifications: ACA/ACCA qualified or part-qualified with a general practice background.
The predicted salary is between 49500 - 60500 £ per year.
This opportunity would suit an ACA/ACCA part or recently qualified individual working in general practice looking to continue their professional development and develop their business advisory skills.
Will involve managing an impressive client portfolio including SMEs, OMBs (and Business Owners) and LLPs from an array of sectors involving a mixture of accounts, tax and client/business advisory work. The firm also has a very supportive, team culture with lots of flexibility and a great work-life balance.
Excellent remuneration & benefits package, private medical insurance, paid overtime TOIL, hybrid working arrangement and a personal progression plan. Part time considered.
The Role:
- Managing a client portfolio, being their first point of contact
- Preparation/review of year-end financial statements under FRS102
- Preparation/review of corporate tax compliance
- Identifying tax planning opportunities
- Preparation/review of monthly management reporting packs
- Review of management accounts & VAT returns
- Client/business advisory work
- Attending client meetings
- Training & mentoring junior staff
- Building and maintaining strong client relationships
You:
- ACA/ACCA Qualified
- 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)
- Private Medical Insurance
- Hybrid Working (Option of WFH 2 days a week)
- 25 days Holiday + BH
- Option to buy/sell 5 days holiday
- A laptop and full suite of equipment to facilitate home working
- Great transport links - next to station
- Flexible Working hours (eg. start early & finish early)
- Regular social events
- Office closure over Christmas
- 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 Stockport employer: Taylor Rose Recruitment
Join a dynamic team in Truro, Cornwall, where we prioritise employee growth and development within a supportive work culture. As a Client Portfolio Manager, you'll enjoy excellent remuneration while working with a diverse client portfolio, gaining invaluable experience across various sectors. Our commitment to fostering a collaborative environment ensures that you will thrive both personally and professionally in your career journey.
