Portfolio Manager

Uxbridge, Middlesex, United Kingdom
Job Type
£70,000 + Pension + Private Medical + 28 Days Holiday + Parking


If you are a qualified Portfolio Manager seeking a position with a prestigious Practice then this role will be perfect for you. Your knowledge and experience will be fully rewarded in this position.


Some of your duties will include:


  • Administering a portfolio of circa 100 clients and managing client expectations
  • Organising and managing all accounting and audit assignments for clients
  • Supervising and reviewing junior staff output primary on audit assignments
  • Managing client accountancy, account support and payroll service requirements
  • Ensuring clients are tax compliant and co-ordinating pre-year-end tax planning
  • Advising clients on approval tax strategies that meet the needs of their business


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

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If you are actively looking for employment, temporary, contract or permanent, please send your CV to nathalie@burtonboltonrose.co.uk.

We will do our very, very best to help you if we can.


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