Accounts Portfolio Manager

Accountancy Practice specialists Taylor Rose Recruitment have just been instructed on a fantastic Accounts Portfolio Manager opportunity on behalf a client in North Somerset.Perfect for an ACA/ ACCA qualified individual working in general practice seeking career progression, flexibility and an excellent work life balance.Will be working with a varied client base from an array of industries inluding OMBs, SMEs and business owners, invloving a mixture of accounts, tax and client advisory work.There is a direct pathway to Director and Equity Partner for the right individual.Excellent remuneration & benefits package, hybrid/ flexible working and a personal progression plan. More info can be seen below:The Role:Managing a portfolio of clients Preparation and review of year-end financial statements Review of tax compliance Identifying tax planning opportunities Tax planning Preparation of management reporting packs Client advisory work Mentoring junior staff Client meetings Business development Dealing with client queriesYou: ACA / ACCA Qualified CTA Qualified also beneficial Strong foundation in UK General practice Good working knowledge of FRS102 reporting standards Previous experience of working in practice is essential Excellent communication skills UK ResidentBenefits include:Progression plan to Director/ Equity Partner Private health insurance Hybrid working Flexible Hours Enhanced maternity/ paternity pay Option to buy/ sell holiday Employee Assistance Program Social Events Regular salary reviewsIf this vacancy doesnt 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 & Ireland. TPBN1_UKTJ

Created: 2025-07-13