A Portfolio Manager is required to join a very established firm of Chartered Accountants and managing a very diverse pool of clients. Some of your duties will include:
Managing a portfolio of 100+ clients and developing successful business relationships
Working on behalf of SME clients, sole traders, partnerships and Limited Companies
Overseeing client bookkeeping function ensuring accounts are up to date
Preparing monthly management accounts and preparing P+L reports for clients
Completing year-end accounts, producing statement accounts for Companies House
Overseeing the preparation of personal tax, corporate tax and annual tax returns
Regrettably, we are not able to respond to job applicants who are not shortlisted. For new job alerts follow us on Twitter - @BBR_Recruitment, Instagram – BurtonBoltonRose, Facebook – Burton Bolton & Rose and LinkedIn – Burton Bolton & Rose
#J-18808-Ljbffr
Portfolio Manager
·
Full time
Recent Jobs
Are you a smart, driven professional who takes pride in making a difference in local communities? Turner & Townsend’s Real Estate division is experiencing significant growth and we’re looking for an experienced industry professional with health project experience to join our high-performing and collaborative Project Management team. Why Join Us? Impactful Work: Contribute to social [...]Read More... from Assistant Project Manager – Healthcare See details
My client, Autosmart International are a manufacturing success story! Site Operations Manager – leading fast-paced manufacturing and warehousing About Our Client Autosmart International is a manufacturing success story, leading the field in vehicle cleaning products. We are the No.1 choice of automotive trade customers across the UK. We have doubled in size in the last [...]Read More... from Site Operations Manager See details
CSS are looking for an experienced duty officer to join our client’s team who are a local council responsible for all areas within the Tendering district. Working hours: All shifts are 8 hours long with various start times available: Monday to Friday – start times between 6AM – 3PM Saturday & Sunday – 6AM – [...]Read More... from Duty Officer See details
