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Financial manager
Portfolio Manager

Portfolio Manager

Burton Bolton & Rose Recruitment Services Limited

Posted 15 hours ago, valid for 17 days

Greenford, Greater London UB6 8BL

Full Time

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Sonic Summary

The position is for an experienced Portfolio Manager located in Greenford, Middlesex, offering a salary of £65,000 plus pension and parking benefits.
The successful candidate will be responsible for producing accounts for various clients, including sole traders, partnerships, and limited companies.
Key responsibilities include supervising junior staff, overseeing bookkeeping and payroll processes, and ensuring compliance with statutory regulations.
The role also involves preparing annual client accounts and advising on personal and corporation tax matters.
Candidates should have significant experience in account management, although the specific number of years required is not mentioned.

Portfolio Manager

Greenford, Middlesex

£65,000 + Pension + Parking

This is an excellent opportunity for an experienced Portfolio Manager to join a progressive firm of Chartered Accountants who will fully utilise your knowledge and expertise.

Some of your duties will include:

- Producing accounts on behalf of a wide range of clients that include sole traders, Partnerships and Limited Companies

- Supervising, motivating and training junior staff members to ensure accounts are prepared efficiently and effectively

- Overseeing clients bookkeeping, payroll, VAT and PAYE processes, ensuring statutory compliance

- Preparing client accounts annually from complete and incomplete records and producing profit and loss reports

- Ensuring client accounts are prepared in compliance with Companies Act and submitted to Companies House

- Advising clients on all aspects of personal and corporation tax and administering annual tax returns

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