Client Portfolio Manager

Taylor Rose Recruitment Ltd; Bath; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Flexible working hours

25 days holiday + BH

Free on-site parking

Company phone

Laptop and home-working setup

Job summary

Taylor Rose Recruitment Ltd is seeking a Client Portfolio Manager in Taunton for an ACA/ACCA qualified candidate with a general practice background. You will manage a client portfolio, oversee year-end statements under FRS102, and drive tax planning opportunities while expanding advisory work.

You will lead client meetings, mentor junior staff, and build lasting relationships with business owners, with a hybrid working arrangement and progression path toward director level.

Qualifications

• ACA/ ACCA qualified
• MAAT and PQ also considered
• General Practice background
• Good working knowledge of FRS102
• Strong communication skills
• UK resident

Responsibilities

• Manage a client portfolio and be the first point of contact
• Prepare/review year-end financial statements under FRS102
• Review tax compliance
• Identify tax planning opportunities
• Engage in tax planning and business/ tax advisory work as you progress
• Handle client queries and lead client meetings
• Assist and mentor junior staff
• Build strong client relationships

Skills

Strong communication skills

Education

ACA/ ACCA qualified

MAAT

PQ considered

Tools

FRS102 knowledge

Job description

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. 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. If you are ambitious, there is a direct pathway to Director and Shareholder in 12-18 months. 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
• Review of tax compliance
• Identifying tax planning opportunities
• Tax planning
• Business/ Tax advisory work (as you progress)
• Dealing with client queries
• Leading client meetings
• Assisting & mentoring junior staff
• Building strong client relationships

You:

• ACA/ ACCA Qualified
• MAAT & PQ also considered
• General Practice background
• Good working knowledge of FRS102
• Strong communication skills
• UK Resident

Benefits include:

• Personal Progression Plan to Director/ Shareholder
• Hybrid Working Arrangement
• Flexible Working hours (eg. start early & finish early)
25 days Holiday + BH
• Office closure over Christmas
• Free on site Parking
• Company Phone
• A laptop and full suite of equipment to facilitate home working.
Part time considered.

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