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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