Financial Portfolio Manager
4 weeks ago
The successful candidate will be responsible for managing a diverse portfolio of clients, preparing statutory accounts, reviewing financial statements, and dealing with queries in a client-facing role. This role is ideal for an experienced accountant looking to take control of their day-to-day client portfolio work.
Key Responsibilities:
• Review of statutory year-end accounts
• Full management responsibility for all aspects of managing a diverse portfolio of clients
• Preparation of limited company accounts adopting FRS105, FRS102(1A), and preparation of management accounts
• Billing, WIP management, and other ad hoc responsibilities as and when required
• Preparation and review of corporate tax returns and tax computations
• Liaising with and providing general technical advice to clients
Requirements:
• 3+ years' experience within Accountancy Practice
• Preferably ACCA / ACA
• QBE encouraged to Apply
• Excellent Communication skills
• Within commutable distance from Weybridge
• Full driver's license and own car
Benefits:
• £55,000 per annum
• Hybrid working options
• 25 days annual leave plus bank holidays
• Life cover (2 x salary)
• Group income protection
• Senior management support
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