Portfolio Manager
Edgware, Middlesex
£52,000 + Pension
One of our favourite firm of Chartered Accountants are seeking an additional Portfolio Manager to join their successful, progressive team.
Some of your duties will include:
- Managing a portfolio of clients and providing the highest level of service
- Preparing financial statements for clients including monthly and annual accounts
- Finalising accounts at year end and submitting returns to Companies House
- Advising clients on how to improve processes and implement new systems
- Supporting clients with tax planning to enable them to minimise tax liability
- Finalising client personal and Company tax returns at the end of the year
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