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Permanent

Client Portfolio Manager

Taylor Rose Recruitment Ltd
Crewe
money-bag £10000 - £500000 Annual
Posted: 22 October 2026 (Today)
Closing date: 21 November 2026
Ref: 3199955290

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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