A Portfolio Manager is required to join a very established firm of Chartered Accountants and managing a very 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 function ensuring accounts are up to date
• Preparing monthly management accounts and preparing P+L reports for clients
• Completing year-end accounts, producing statement accounts for Companies House
• Overseeing the preparation of personal tax, corporate tax and annual tax returns

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