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Client portfolio manager

Oxford
Permanent
Taylor Rose Recruitment Ltd
Portfolio manager
£60,000 a year
Posted: 11 April
Offer description

Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of our client in Oxfordshire. Will be managing an impressive client portfolio from an array of industry sectors, involving a mixture of accounts, tax and client/ business advisory services. Perfect for an ACA/ ACCA qualified individual working in general practice looking for the next step up in their career. There is a direct pathway to Director and Shareholder. Our client has a very supportive, team culture and pride themselves on a great work life balance. Excellent remuneration & benefits package, company bonus, private medical insurance, flexible hours, hybrid arrangement and a personal progression plan. More info can be seen below: The Role: Managing a client portfolio being their first point of contact Preparation and review of statutory accounts under FRS102 Identifying tax planning opportunities Preparation/ review of tax Compliance Monthly Management reporting Client/ business advisory work Dealing with client queries Client meetings Assisting & mentoring junior staff You: ACA/ ACCA Qualified ACA/ ACCA PQ or MAAT also considered Good working knowledge of FRS102 General Practice background Strong communication skills UK Resident Benefits include: Personal Progression Plan/ Pathway to Director Company Bonus Scheme Private Medical Insurance Personal Progression plan Paid overtime TOIL Hybrid Working arrangement Flexible Working hours (eg. start early & finish early) Generous Pension Regular social events Part time considered For more information on this role, please contact Ed Taylor at Taylor Rose Recruitment 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 10/ 20, Mid Tier, Regional and Independent firms across the UK.

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