Client Portfolio Manager

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 comm...