Client Portfolio Manager
Taylor Rose Recruitment Ltd
Taunton · posted 1 August 2026
Job type
part time
Location
Taunton, England
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 (with a focus on OMBs & Business Owners) involving a mixture of accounts, tax and client/ business 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 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 Review of tax compliance Identifying tax planning opportunities Tax planning Business/ Tax advisory work (as you progress) Dealing with client queries Leading client meetings Assisting & mentoring junior staff Building strong client relationships
You:
ACA/ ACCA Qualified 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 20, Mid Tier, Regional and Independent firms across the UK. TPBN1_UKTJ
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 (with a focus on OMBs & Business Owners) involving a mixture of accounts, tax and client/ business 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 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 Review of tax compliance Identifying tax planning opportunities Tax planning Business/ Tax advisory work (as you progress) Dealing with client queries Leading client meetings Assisting & mentoring junior staff Building strong client relationships
You:
ACA/ ACCA Qualified 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 20, Mid Tier, Regional and Independent firms across the UK. TPBN1_UKTJ
Email me jobs like this
"Client Portfolio Manager" in Taunton
One click to unsubscribe, any time. We only use your address for this alert.