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Portfolio Manager

Portfolio Manager

Burton Bolton & Rose Recruitment Services Limited

Posted 13 hours ago, valid for 7 days

Edgware, Greater London HA8 7JG

£50,000 - £60,000 per annum

Full Time

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Sonic Summary

A local firm of Accountants in Edgware, Middlesex is seeking a Portfolio Manager with a salary of £58,000 plus pension benefits.
The ideal candidate should have experience managing a diverse portfolio of clients, including sole traders, partnerships, and limited companies.
Key responsibilities include preparing end-of-year accounts, submitting statutory returns, and completing client audit requirements.
The role also involves advising clients on tax planning and supervising junior staff members.
Candidates should have relevant experience in accountancy and client management to be considered for this position.

Portfolio Manager

Edgware, Middlesex

£58,000 + Pension

This progressive and expanding local firm of Accountants require a keen and enthusiastic Portfolio Manager to join their highly professional team and manage a diverse portfolio of client accounts.

Some of your duties will include:

- Managing a diverse portfolio of clients and providing all-round accountancy support and services

- Dealing with sole traders, Partnerships and Limited Companies and building successful relationships

- Preparing client end-of-year accounts and submitting statutory returns to Companies House

- Completing client audit requirements from instigation stage through to completion

- Advising clients on all aspects of tax planning, this includes personal and corporation tax

- Supervising junior staff members and providing support and training as required

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