Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of our client in Oxfordshire.


Will be managing an impressive client portfolio from an array of industry sectors, involving a mixture of accounts, tax and client/ business advisory services.


Perfect for an ACA/ ACCA qualified individual working in general practice looking for the next step up in their career. There is a direct pathway to Director and Shareholder.


Our client has a very supportive, team culture and pride themselves on a great work life balance.


Excellent remuneration & benefits package, company bonus, private medical insurance, flexible hours, hybrid arrangement and a personal progression plan. More info can be seen below:


The Role:


Managing a client portfolio being their first point of contact
Preparation and review of statutory accounts under FRS102
Identifying tax planning opportunities
Preparation/ review of tax Compliance
Monthly Management reporting
Client/ business advisory work
Dealing with client queries
Client meetings
Assisting & mentoring junior staff


You:


ACA/ ACCA Qualified
ACA/ ACCA PQ or MAAT also considered
Good working knowledge of FRS102
General Practice background
Strong communication skills
UK Resident


Benefits include:


Personal Progression Plan/ Pathway to Director
Company Bonus Scheme
Private Medical Insurance
Personal Progression plan
Paid overtime TOIL
Hybrid Working arrangement
Flexible Working hours (eg. start early & finish early)
Generous Pension
Regular social events
Part time considered




For more information on this role, please contact Ed Taylor at Taylor Rose Recruitment
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.