A Portfolio Manager is required to join a very established firm of Chartered Accountants and manage a 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 functions ensuring accounts are up to date
Preparing monthly management accounts and P&L reports for clients
Completing year-end accounts and producing statement accounts for Companies House
Overseeing the preparation of personal tax, corporate tax, and annual tax returns
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