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 Dorset.

Will involve managing a diverse client portfolio including SMEs and Owner-Managed-Businesses from an array of sectors involving a mixture of accounts, tax and client/ business advisory work.

The firm also has a very supportive team culture with lots of flexibility and a great work life balance.

Excellent remuneration & benefits package, hybrid/ flexible working arrangement and a personal progression plan.

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 corporate tax compliance.

Identifying tax planning opportunities

Preparation/ review of monthly management reporting packs

Review of VAT returns & Bookkeeping

Client/ business advisory work

Dealing with client queries

Attending client meetings

Mentoring junior staff

Building and maintaining strong client relationships

You:

ACA/ ACCA Qualified (ideally)

PQ/ MAAT also considered

General Practice background

Experience of managing a client portfolio

Excellent working knowledge of FRS102

Strong communication skills

UK Resident

Benefits include:

Personal Progression Plan

Hybrid Working (Option of WFH 2 days a week)

28 days Holiday + BH

Birthday off

Office closure over Christmas

Generous Pension

Option to buy/ sell 5 days holiday

A laptop and full suite of equipment to facilitate home working.

Flexible Working hours (eg. start early & finish early)

Regular team social events

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.