Client Portfolio Advisor — Part-Time (Flexible Hours)

Taylor Rose Recruitment Ltd; Greater London; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Personal Progression Plan

Generous holiday

Office closed over Christmas

Buy/sell 5 days holiday

Company laptop for home working

Flexible working hours

Regular social events

Generous Pension

Job summary

Taylor Rose Recruitment Ltd is partnering with a UK accountancy firm to recruit an ACCA/ICAEW qualified professional to advance advisory skills within general practice. The role involves managing a regional client portfolio across SMEs, OMBs, LLPs, handling accounts, tax and business advisory work.

You will benefit from a flexible, supportive culture, a personal progression plan toward director, and a generous benefits package including holiday flexibility and a company laptop for home working.

Qualifications

• ACCA/ICAEW qualified (ideally)
• PQ/MAAT also considered
• General Practice background
• Excellent working knowledge of FRS102
• Strong communication skills
• UK Resident

Responsibilities

• Managing a client portfolio and acting as the first point of contact
• Preparation of year end financial statements under FRS102
• Preparation of corporate tax compliance
• Identifying tax planning opportunities
• Client/business advisory work
• Handling client queries
• Attending client meetings
• Training & mentoring junior staff
• Building and maintaining strong client relationships

Education

ACCA/ICAEW Qualified

PQ/ MAAT considered

Job description

Taylor Rose Recruitment Ltd is partnering with a UK accountancy firm to recruit an ACCA/ICAEW qualified professional to advance advisory skills within general practice. The role involves managing a regional client portfolio across SMEs, OMBs, LLPs, handling accounts, tax and business advisory work.

You will benefit from a flexible, supportive culture, a personal progression plan toward director, and a generous benefits package including holiday flexibility and a company laptop for home working.