Portfolio Manager

Burton Bolton & Rose Recruitment Services Ltd; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A progressive firm of Chartered Accountants in London is seeking an experienced Portfolio Manager. You will be responsible for producing accounts for diverse clients, supervising junior staff, and ensuring compliance with tax regulations. The ideal candidate has proven experience in portfolio management and a strong grasp of accounting principles. This role offers a chance to utilize your expertise in a dynamic environment.

Qualifications

• Proven experience as a Portfolio Manager or similar role.
• Strong knowledge of accounting principles and tax regulations.
• Ability to manage and lead junior staff members.

Responsibilities

• Produce accounts for a diverse range of clients.
• Supervise and train junior staff for effective account preparation.
• Oversee bookkeeping, payroll, VAT, and PAYE processes.

Skills

Experience in Portfolio Management

Knowledge of personal and corporation tax

Supervisory skills

Effective communication

Job description

Overview

This is an excellent opportunity for an experienced Portfolio Manager to join a progressive firm of Chartered Accountants who will fully utilise your knowledge and expertise.

Responsibilities

• Producing accounts on behalf of a wide range of clients that include sole traders, partnerships and limited companies
• Supervising, motivating and training junior staff members to ensure accounts are prepared efficiently and effectively
• Overseeing clients' bookkeeping, payroll, VAT and PAYE processes, ensuring statutory compliance
• Preparing client accounts annually from complete and incomplete records and producing profit and loss reports
• Ensuring client accounts are prepared in compliance with Companies Act and submitted to Companies House
• Advising clients on all aspects of personal and corporation tax and administering annual tax returns