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Financial Portfolio Manager

2 months ago


Ruislip, Greater London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time
Burton Bolton & Rose Recruitment Services Ltd is seeking a skilled Portfolio Manager to oversee client bookkeeping, prepare financial reports, and manage tax obligations. Key responsibilities include:

**Client Bookkeeping Management**
Ensure client accounts are up-to-date and accurate.

**Financial Reporting**
Prepare monthly management accounts and profit and loss reports for clients.

**Tax Compliance**
Oversee the preparation of personal tax, corporate tax, and annual tax returns for clients.

**Year-End Accounts**
Complete year-end accounts and produce statement accounts for Companies House.

This is an excellent opportunity for a detail-oriented and organized individual to join a reputable firm of Chartered Accountants and contribute to the success of our clients.