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 Oxfordshire.

Will be managing an impressive client portfolio from an array of industry sectors, involving a mixture of accounts, tax and client/ business advisory services.

Perfect for an ACA/ ACCA qualified individual working in general practice looking for the next step up in their career. There is a direct pathway to Director and Shareholder.

Our client has a very supportive, team culture and pride themselves on a great work life balance.

Excellent remuneration & benefits package, company bonus, private medical insurance, flexible hours, hybrid arrangement and a personal progression plan. More info can be seen below:

The Role:

Managing a client portfolio being their first point of contact

Preparation and review of statutory accounts under FRS102

Identifying tax planning opportunities

Preparation/ review of tax Compliance

Monthly Management reporting

Client/ business advisory work

Dealing with client queries

Client meetings

Assisting & mentoring junior staff

You:

ACA/ ACCA Qualified

ACA/ ACCA PQ or MAAT also considered

Good working knowledge of FRS102

General Practice background

Strong communication skills

UK Resident

Benefits include:

Personal Progression Plan/ Pathway to Director

Company Bonus Scheme

Private Medical Insurance

Personal Progression plan

Paid overtime TOIL

Hybrid Working arrangement

Flexible Working hours (eg. start early & finish early)

Generous Pension

Regular social events

Part time considered

For more information on this role, please contact Ed Taylor at Taylor Rose Recruitment

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 10/ 20, Mid Tier, Regional and Independent firms across the UK.