Portfolio Manager

Location
Harrow, Middlesex, United Kingdom
Category
Job Type
Salary
£48,000 + Pension + Private Medical Insurance

Description

This successful firm of local Chartered Accountants currently require the assistance of a hardworking and professional Portfolio Manager to join their team and take over a wide range of client accounts.

 

Some of your duties will include:

 

  • - Managing a portfolio of existing client accounts and developing new business opportunities
  • - Acting as main point of contact for clients and planning their monthly and annual accounting needs
  • - Ensuring client day to day bookkeeping and payroll requirements are completed efficiently
  • - Reviewing VAT returns and completing annual personal and corporation tax returns
  • - Preparing statutory annual accounts and submitting statutory returns to Companies House
  • - Delivering an advisory service to clients on budgeting, forecasting and business development

 

Burton, Bolton & Rose will only respond to candidates who they consider suitable for the role advertised. For new job alerts follow us on Twitter - @BBR_Recruitment Instagram – BurtonBoltonRose or Facebook – Burton Bolton & Rose

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