Client Portfolio Manager

This opportunity would suit an ACCA or ICAEW qualified individual working in general practice looking to continue their professional development and develop their advisory skills.

Will involve managing a varied and interesting regional client portfolio including SMEs, OMBs (and Business Owners) and LLPs from a range of industry sectors involving a mixture of accounts, tax and client/ business advisory work.

Excellent remuneration & benefits package, lots of flexibility and a personal progression plan. The firm has a very supportive team culture, with a strong focus on career development and work-life balance.

Part time considered, more info can be seen below:

The Role:

Managing a client portfolio, being their first point of contact

Preparation and review of year end financial statements under FRS102

Preparation and review of tax compliance.

Identifying tax planning opportunities

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)

Generous holiday

Office closed over Christmas

Option to buy/ sell 5 days holiday

Company laptop to facilitate home working.

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

Regular social events

Generous Pension

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.