Accounts Portfolio Manager

Taylor Rose Recruitment Ltd; Dunfermline; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid Working (WFH 2 days)

Personal Progression Plan to Director

Generous Pension

Regular social events

Great transport links

Flexible Working hours

Office closure over Christmas

Laptop & home working equipment

Job summary

Taylor Rose Recruitment Ltd is seeking an ACA/ ACCA/ CA qualified professional for an Accounts & Business Services role in Central Edinburgh. You will manage a client portfolio across SMEs/OMB sectors, handling year-end statutory work, management reporting, VAT and advisory duties.

The role offers hybrid working with progression toward director, strong client exposure and a supportive team environment with flexible hours and a comprehensive benefits package.

Qualifications

• ACA/ ACCA/CA qualified
• General Practice background
• Experience managing a client portfolio including OMBs
• Excellent working knowledge of FRS102
• Strong communication skills
• UK Resident

Responsibilities

• 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 packs
• 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

Skills

Strong communication skills

Client portfolio management

Education

ACA/ ACCA/ CA qualified

Job description

Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Accounts & Business Services Assistant Manager or Manager opportunity on behalf of our client in Central Edinburgh. Will be working closely with an impressive client portfolio including SMEs and OMBs from an array of sectors involving a mixture of accounts, business advisory and ad hoc project work.

Perfect for an ACA/ ACCA/ CA qualified individual working in general practice looking for the next step up in their career. Excellent remuneration & benefits package, hybrid working arrangement, lots of flexibility and a personal progression plan.

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 packs
• 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
• 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 (pathway to Director)
• Hybrid Working (Option of WFH 2 days a week)
• 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)
• Generous Holiday
• Option to buy/ sell 5 days holiday
• Office closure over Christmas
• Generous Pension
• Regular social events

Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.

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