Portfolio Manager
Harrow, Middlesex
£65,000 + Pension + Private Medical Insurance
This successful firm of local Chartered Accountants currently require the assistance of a hardworking and professional Portfolio Manager to join their team and take over a wide range of client accounts.
Some of your duties will include:
- Managing a portfolio of existing client accounts and developing new business opportunities
- Acting as main point of contact for clients and planning their monthly and annual accounting needs
- Ensuring client day to day bookkeeping and payroll requirements are completed efficiently
- Reviewing VAT returns and completing annual personal and corporation tax returns
- Preparing statutory annual accounts and submitting statutory returns to Companies House
- Delivering an advisory service to clients on budgeting, forecasting and business development
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