Portfolio Manager

3 weeks ago

Llandudno, 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.

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