Client Manager
Broadstone, Dorset
Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of…
A fantastic opportunity for a part or recently qualified individual working in general practice looking to progress their career and develop their advisory skills.
Will involve managing an impressive client portfolio including SMEs, OMBs (and Business Owners) and LLPs 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, private medical insurance, hybrid 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 of year end financial statements under FRS102
Preparation of corporate tax compliance.
Identifying tax planning opportunities
Preparation of monthly management reporting packs
Review of management accounts & VAT returns
Client/ business advisory work
Dealing with client queries
Attending client meetings
Training & mentoring junior staff
Building and maintaining strong client relationships
You:
ACA/ ACCA Qualified (ideally)
PQ/ MAAT also considered
General Practice background
Excellent working knowledge of FRS102
Strong communication skills
UK Resident
Benefits include:
Personal Progression Plan (pathway to Director)
Private Medical Insurance
Hybrid Working (Option of WFH 2 days a week)
25 days Holiday + BH
Option to buy/ sell 5 days holiday
A laptop and full suite of equipment to facilitate home working.
Great transport links - next to station
Flexible Working hours (eg. start early & finish early)
Regular social events
Office closure over Christmas
Generous Pension
Regular 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.
TPBN1_UKTJ
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