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Client portfolio manager

Banbury
Taylor Rose Recruitment Ltd
Portfolio manager
Posted: 18 May
Offer description

Job 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 contactPreparation and review of statutory accounts under FRS102Identifying tax planning opportunitiesPreparation/ review of tax ComplianceMonthly Management reportingClient/ business advisory workDealing with client queriesClient meetingsAssisting & mentoring junior staffYou:ACA/ ACCA QualifiedACA/ ACCA PQ or MAAT also consideredGood working knowledge of FRS102General Practice backgroundStrong communication skillsUK ResidentBenefits include:Personal Progression Plan/ Pathway to DirectorCompany Bonus SchemePrivate Medical InsurancePersonal Progression planPaid overtime TOILHybrid Working arrangementFlexible Working hours (eg. start early & finish early)Generous PensionRegular social eventsPart time consideredFor more information on this role, please contact Ed Taylor at Taylor Rose RecruitmentIf 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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