Client Portfolio Manager
Taylor Rose Recruitment · Stockport, England ·
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, 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 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 Regular social events 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. AMRT1_UKTJ ...