Posted by Accountancy Connections • £38K/yr to £44K/yr
The role offers a good mix of accounts and client management, tax and business advice.
This highly regarded firm of Chartered Accountants wish to recruit a Qualified Client / Portfolio Manager to manage all aspects of a portfolio of clients.
This is very varied and interesting role in a very friendly firm of Chartered Accountants.
Posted by Michael Page Finance • £41K/yr to £50K/yr
Description
Managing own portfolio of clients.
General
A Private Client Tax Manager is sought to provide comprehensive tax services to clients while liaising with the tax department to ensure smooth operations.
Our client is a leading, top 100 accountancy firm with an extensive client base.
We have 1,700 clients, make £160 billion worth of payments through our systems every year, hold records for 70 million shareholders, look after pension schemes for 8 million pension scheme members, and provide services which touch 28 million customers.
Equiniti is a leading provider of technology and solutions for complex and regulated administration and payments.
Our technology platforms are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services.