Client Portfolio Manager

Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of our client in Somerset.\n
\nPerfect for an ACA/ ACCA qualified individual working in general practice looking for the next step up in their career.\n
\nWill be working closely with an impressive client portfolio from an array of sectors involving a mixture of accounts, tax and client/ business advisory work.\n
\nThere is a direct pathway to Director and Shareholder for the right individual.\n
\nExcellent remuneration & benefits package, option of WFH, free parking, lots of flexibility and a personal progression plan. More info can be seen below:\n
The Role:\n
\nManaging a client portfolio, being their first point of contact\n
\nPreparation/ review of year end financial statements\n
\nReview of tax compliance\n
\nIdentifying tax planning opportunities\n
\nTax planning\n
\nPreparation/ review of monthly management reporting packs\n
\nReview of management accounts & VAT returns\n
\nClient advisory work\n
\nDealing with client queries\n
\nLeading client meetings\n
\nAssisting & mentoring junior staff\n
\nBuilding strong client relationships\n
You:\n
\nACA/ ACCA Qualified\n
\nGeneral Practice background\n
\nExperience of managing a client portfolio (ideally)\n
\nGood working knowledge of FRS102\n
\nStrong communication skills\n
\nUK Resident\n
Benefits include:\n
\nProgression Plan to Director/ Shareholder\n
\nHybrid Working Arrangement\n
\nFlexible Working hours (eg. start early & finish early)\n
\n25 days Holiday + BH\n
\nOffice closure over Christmas\n
\nFree Parking\n
\nCompany Phone\n
\nA laptop and full suite of equipment to facilitate home working.\n
\nRegular social events\n
\nPart time considered.\n
\nIf 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 10/20, Mid Tier, Regional and Independent firms across the UK.\n
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