Client Portfolio Manager

Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of a forward thinking and progressive firm in Taunton.Perfect for an ACA/ ACCA qualified individual working in practice looking for the next step up in their career with a great work life balance.Will be working closely with an impressive client portfolio (with a focus on OMBs & Business Owners) involving a mixture of accounts, tax and client/ business advisory work.Excellent remuneration & benefits package, free parking, hybrid arrangement, lots of flexibility and a personal progression plan (with a pathway to Director and Shareholder).Part time considered, more info can be seen below:The Role:Managing a client portfolio, being their first point of contactPreparation/ review of year end financial statements under FRS102Review of tax complianceIdentifying tax planning opportunitiesTax planningBusiness/ Tax advisory work (as you progress)Dealing with client queriesLeading client meetingsAssisting & mentoring junior staffBuilding strong client relationshipsYou:ACA/ ACCA QualifiedMAAT & PQ also consideredGeneral Practice backgroundGood working knowledge of FRS102Strong communication skillsUK ResidentBenefits include:Personal Progression Plan to Director/ ShareholderHybrid Working ArrangementFlexible Working hours (eg. start early & finish early)25 days Holiday + BHOffice closure over ChristmasFree on site ParkingCompany PhoneA laptop and full suite of equipment to facilitate home working.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.TPBN1_UKTJ