Job Description
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:
1. Managing all aspects of the client portfolio, acting as the main point of contact
2. Preparation of year-end statutory accounts
3. Management accounts preparation
4. Preparation of Tax compliance
5. Identifying tax planning opportunities
6. Dealing with HMRC and other third parties
7. Training junior staff and reviewing their work
8. Assisting with other ad hoc advisory assignments
9. Business development
Benefits Include:
1. Flexible working hours
2. Hybrid working
3. Annual profit share
4. Regular social events
5. Employee wellbeing programme
6. Progression plan
7. On-site parking
You:
1. ACA/ ACCA Qualified
2. ACA/ ACCA Part Qualified or MAAT also considered
3. Experience of managing a client portfolio (ideally)
4. Strong accounts and tax compliance experience
5. Background in accountancy practice
6. Good communication skills
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