Accounts Portfolio Manager

Accountancy Practice specialists Taylor Rose Recruitment have been instructed on an Accounts Portfolio Manager opportunity on behalf of a highly progressive firm in Stoke-on-Trent.

Perfect for an ACA or ACCA Qualified individual (PQ or MAAT also considered) working in practice looking for continued progression and an excellent work/ life balance.

You will manage all aspects of your own diverse portfolio of clients from a range of sectors, providing accounts and tax services, involving more tax/ business advisory work as the role progresses.

Fantastic remuneration & extensive benefits package, flexi time, and the option of working from home 2 days per week. Part-time also considered.

The Role:

Managing all aspects of the client portfolio, acting as the main point of contact
Preparation of year-end statutory accounts
Management accounts preparation
Preparation of Tax compliance
Identifying tax planning opportunities
Dealing with HMRC and other third parties
Training junior staff and reviewing their work
Assisting with other ad hoc advisory assignments
Business development

Benefits Include:

Flexible working hours
Hybrid working
Annual profit share
Regular social events
Employee wellbeing programme
Progression plan
On-site parking

You:

ACA/ ACCA Qualified
ACA/ ACCA Part Qualified or MAAT also considered
Experience of managing a client portfolio (ideally)
Strong accounts and tax compliance experience
Background in accountancy practice
Good communication skills

If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.