Client Portfolio Manager

Taylor Rose Recruitment Ltd; Stockport; Hybrid; GBP 40,000 - 65,000; Part time

Benefits offered by this job

Personal Progression Plan

Private Medical Insurance

Hybrid Working

25 days Holiday + BH

Laptop & home working setup

Generous Pension

Job summary

Taylor Rose Recruitment Ltd in Stockport is seeking an ACA/ ACCA qualified (or PQ/ MAAT) professional to advance in general practice with a focus on business advisory. You will manage an impressive client portfolio including SMEs, OMBs, LLPs and provide accounts, tax and advisory work in a flexible, supportive team environment.

The role offers a personal progression plan, private medical insurance, hybrid working (WFH 2 days), 25 days holiday plus BH, and the chance to mentor junior staff while

Qualifications

• Must be ACA/ ACCA qualified or PQ/ MAAT considered.
• Strong knowledge of FRS102 and general practice.
• Experience with accounts, tax and business advisory work.
• Excellent communication and UK residency.

Responsibilities

• Manage a client portfolio and be the first point of contact for clients.
• Prepare/review year-end financial statements under FRS102.
• Prepare/review corporate tax compliance and identify tax planning opportunities.
• Prepare/review monthly management reporting packs; review management accounts and VAT returns.
• Provide client/business advisory support and attend client meetings.
• Train and mentor junior staff; build strong client relationships.

Skills

ACA/ ACCA Qualified

General practice experience

Client relationship management

Strong communication skills

Education

ACA/ ACCA Qualified

PQ/ MAAT considered

Tools

FRS102 knowledge

Tax compliance

Management reporting

Job description

This opportunity would suit an ACA/ ACCA part or fully 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.