https://jobs.co.uk/job/client-portfolio-manager-taylor-rose-recruitment-ltd--c4abdfa9-60dc-40dd-992a-46a5017f6fa8 RSS feed for Client Portfolio Manager at Taylor Rose Recruitment Ltd. en-gb Wed, 24 Jun 2026 21:39:25 GMT https://jobs.co.uk/job/client-portfolio-manager-taylor-rose-recruitment-ltd--c4abdfa9-60dc-40dd-992a-46a5017f6fa8 https://jobs.co.uk/job/client-portfolio-manager-taylor-rose-recruitment-ltd--c4abdfa9-60dc-40dd-992a-46a5017f6fa8 Wed, 24 Jun 2026 11:52:32 GMT Location: Taunton | Salary: 50000.00-50000.00 Annual | Type: Permanent | 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 and 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 contactPreparation/ review of year end financial statementsReview of tax complianceIdentifying tax planning opportunitiesTax planningPreparation/ review of monthly management reporting packsReview of management accounts and VAT returnsClient advisory workDealing with client queriesLeading client meetingsAssisting and mentoring junior staffBuilding strong client relationshipsYou:ACA/ ACCA QualifiedGeneral Practice backgroundExperience of managing a c... Permanent