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Job Post Details

Taylor Rose Recruitment logo

Client Portfolio Manager - job post

Taylor Rose Recruitment
Taunton•Hybrid work
£55,000 - £65,000 a year - Permanent, Part-time, Full-time
You must create an Indeed account before continuing to the company website to apply

Job details

Pay

  • £55,000 - £65,000 a year

Job type

  • Part-time
  • Permanent
  • Full-time

Location

Taunton•Hybrid work

Benefits

Pulled from the full job description

  • Free parking
  • Flexible schedule
  • On-site parking

Full job description

Full Time or Part Time, Permanent
Taunton, Somerset
Posted 2 days ago

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 (particularly OMBs & Business Owners) involving a mixture of accounts, tax and client 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 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
Preparation/ review of tax compliance
Tax planning
Business advisory work
Dealing with client queries
Leading client meetings
Assisting & mentoring junior staff
Building strong client relationships

You:

ACA/ ACCA Qualified (ideally)
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.

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.

Job Features

Job Category

Business Services, Public Practice, Tax

Salary

£55,000 - £65,000 DOE

Job Reference

ET1052

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