Client Portfolio Manager

Accountancy Practice Specialists Taylor Rose Recruitment have just been instructed on a fantastic Client Portfolio Manager opportunity on behalf of our client in Somerset. Perfect for an ACA/ ACCA qualified individual working in general practice looking for the next step up in their career. Will be working closely with an impressive client portfolio from an array of sectors involving a mixture of accounts, tax and client/ business advisory work. There is a direct pathway to Director and Shareholder for the right individual. Excellent remuneration & benefits package, option of WFH, free parking, lots of flexibility and a personal progression plan. 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 Review of tax compliance Identifying tax planning opportunities Tax planning Preparation/ review of monthly management reporting packs Review of management accounts & VAT returns Client adv...

Ready to Apply?

Submit your application today and join our talented team at 17918.

Submit Application