Accounts & Tax Portfolio Manager

4 weeks ago


Barnstaple, United Kingdom Taylor Rose Recruitment Ltd Full time

Are you a qualified accountant looking for a new challenge in a dynamic and growing practice?

Taylor Rose Recruitment Ltd is seeking an ambitious ACA/ACCA qualified individual to join their team as an Accounts & Tax Portfolio Manager.

This exciting opportunity offers a direct pathway to Director in the first 12 months, making it an ideal choice for those looking to progress their careers.

The role involves managing a portfolio of clients, preparing and reviewing year-end financial statements, and identifying tax planning opportunities.

As a key member of the team, you will work closely with clients from various industries, including OMBs, SMEs, and business owners.

The company offers a fantastic remuneration and benefits package, hybrid/flexible working, and a personal progression plan to Partner.

Part-time consideration is also available, making this an attractive option for those seeking a better work-life balance.

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 queries

You:

  • ACA/ACCA Qualified
  • CTA Qualified also beneficial (not required)
  • Strong foundation in UK General practice
  • Good working knowledge of FRS102 reporting standards
  • Previous experience of working in practice is essential
  • Excellent communication skills

Benefits 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 reviews

If this opportunity doesn't meet your expectations, please don't hesitate to contact us to discuss alternative options.

Taylor Rose Recruitment Ltd has a diverse client base consisting of Top 20, Mid Tier, Regional, and Independent firms across the UK & Ireland.



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