Senior Portfolio Manager

4 weeks ago


Bude, Cornwall, United Kingdom Trial Balance Full time

At Trial Balance, we're seeking a highly skilled and experienced professional to take on a challenging role that combines client management, accounting, and business development.

Key Responsibilities:

  • Manage a portfolio of clients and ensure timely completion of statutory accounting and tax compliance activities.
  • Lead and mentor a team of accounting professionals, providing guidance and support to help them grow and develop in their careers.
  • Project manage the workflow of the department, ensuring efficient and effective delivery of services.
  • Identify and pursue business development opportunities, including networking at industry events and generating referrals.

About Us:

Trial Balance is a reputable firm with a strong presence in the local business community. We're committed to delivering exceptional service to our clients and providing a supportive and collaborative work environment for our team members.



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