Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of our client in Truro, Cornwall.
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
Will be working closely with a diverse client portfolio including SMEs, LLPs and OMBs from an array of sectors involving a mixture of accounts, tax, business advisory and ad hoc project work.
Perfect for an ACA/ ACCA qualified individual working in general practice looking for the next step in their career. (PQ/ MAAT also encouraged to apply)
Excellent remuneration & benefits package, private medical, hybrid working arrangement, lots of flexibility and a personal progression plan. Part time considered. More info can be seen below:
The Role:
Managing a client portfolio, being their first point of contact
Preparation/ review of year end financial statements under FRS102
Preparation/ review of monthly management reporting
Identifying tax planning opportunities
Review of management accounts & VAT returns
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
PQ/ MAAT also considered
General Practice background
Experience of managing a client portfolio inc. OMBs
Excellent working knowledge of FRS102
Strong communication skills
UK Resident
Benefits include:
Personal Progression Plan
Hybrid Working (Option of WFH 2 days a week)
Private Medical
Generous Pension
A laptop and full suite of equipment to facilitate home working. xgikmsk
Great transport links - next to station
Flexible Working hours (eg. start early & finish early)
25 Days Holiday + BH
Option to buy/ sell 5 days holiday
Office closure over Christmas
Regular social events
Part time considered
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 Truro 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.
