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Portfolio Manager

3 months ago

Llandudno, Conwy, United Kingdom Adele Carr Recruitment Full time

A well regarded Accountancy Practice require a qualified Portfolio Manager to join their busy team in the North Wales office.

Duties and responsibilities of this role include

  • Servicing a portfolio of clients
  • Tracking job progress and billing targets
  • Monitoring deadlines
  • Preparation of accounts for sole traders, partnerships and limited companies
  • Preparation of self assessment tax returns
  • Building a positive working relationship with clients and the practice
  • Ensure compliance with all financial regulations
  • Use of computer software including IRIS, Sage, Xero and Quickbooks
  • Ensuring work is completed to a high standard and on time
  • Dealing with any client queries in a timely and efficient manner
  • Assisting colleagues and trainees within the team with development and technical advice
  • Undertake such other duties that are required commensurate with the role
On offer with this role is competitive salary, a performance related bonus scheme and many attractive benefits.