Client Portfolio Manager

Taylor Rose Limited; United States; Remote; USD 70,000 - 91,000; Full time

Benefits offered by this job

Generous holiday

Office closed over Christmas

Option to buy/ sell 5 days holiday

Company laptop to facilitate home work

Flexible Working hours

Regular social events

Generous Pension

Job summary

Taylor Rose Limited in the United Kingdom is seeking an ACCA or ICAEW qualified professional currently in general practice who wants to continue developing their advisory skills and broaden client service experience. The role focuses on year-end reporting under FRS102 and corporate tax compliance, with opportunities for tax planning work.

The ideal candidate will have a strong knowledge of FRS102, excellent communication, and be UK resident. PQ/MAAT considered.

Qualifications

• ACCA/ ICAEW qualification or ACA/ ACCA ideal.
• PQ/ MAAT also considered.
• General Practice background.
• Excellent working knowledge of FRS102.
• Strong communication skills.

Responsibilities

• Managing a client portfolio, being their 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.
• Dealing with client queries.
• Attending client meetings.
• Training & mentoring junior staff.
• Building and maintaining strong client relationships.

Skills

FRS102 knowledge

Strong communication

Education

ACCA/ICAEW qualified

Job description

Responsibilities

• Managing a client portfolio, being their 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
• Dealing with client queries
• Attending client meetings
• Training & mentoring junior staff
• Building and maintaining strong client relationships

Job Profile

This opportunity would suit an ACCA or ICAEW qualified individual working in general practice looking to continue their professional development and develop their advisory skills., ACA/ ACCA Qualified (ideally)

PQ/ MAAT also considered

General Practice background

Excellent working knowledge of FRS102

Strong communication skills

UK Resident

Remuneration & Benefits

Excellent remuneration & benefits package, lots of flexibility and a personal progression plan. The firm has a very supportive team culture, with a strong focus on career development and work-life balance., Personal Progression Plan (pathway to Director)

• Generous holiday
• Office closed over Christmas
• Option to buy/ sell 5 days holiday
• Company laptop to facilitate home working.
• Flexible Working hours (eg. start early & finish early)
• Regular social events
• Generous Pension

Additional Information

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.