Financial Portfolio Manager

6 days ago


Preston, Lancashire, United Kingdom Puro Accountancy Full time

About the Role:
  Puro Accountancy seeks a highly motivated and experienced Financial Portfolio Manager to join our team. This is an excellent opportunity for a skilled financial professional to take on a challenging role and develop their skills further.



Key Responsibilities:



  • Manage a portfolio of clients and provide sound financial guidance to deliver exceptional service.
  • Prepare and review annual accounts, corporation tax computations, and VAT returns.
  • Lead and mentor junior team members, offering guidance and constructive feedback.
  • Ensure compliance with accounting standards, tax regulations, and internal policies.
  • Contribute to ad-hoc projects and special assignments when required.
  • Demonstrate expertise in accounting, VAT, taxation, and general business advisory services aligned with our client needs.


Requirements:



  • Ideally hold 4+ years' experience working within a UK accounting practice.
  • ACCA or ACA qualification would be advantageous.
  • QBE candidates will also be considered for this position.
  • You must hold the right to fully work in the UK.


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