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 and 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 and 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 and finish early) Regular ..... full job details .....
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