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Accounting Portfolio Manager

2 months ago


Wilmslow, Cheshire East, United Kingdom McGregor Recruitment Full time
Accounting Portfolio Manager Job Description

We are seeking an experienced Accountant to join our team as an Accounting Portfolio Manager. This is an exciting opportunity to develop your skills and advance your career in a dynamic and supportive environment.

About the Role

This role offers a challenging and rewarding experience for a qualified accountant with experience in accountancy practices. As an Accounting Portfolio Manager, you will be responsible for managing client portfolios for bookkeeping and management accounts, preparing and filing year-end accounts, business tax returns, and other financial documents.

You will also assist with R&D Tax claims, reduce taxation burdens through tax planning, and provide expert accounting services to clients.

The successful candidate will have excellent communication and organizational skills, as well as the ability to work independently and as part of a team.

Key Responsibilities
  • Managing client portfolios for bookkeeping and management accounts
  • Preparation and filing of year-end accounts, business tax returns, and other financial documents
  • Assistance with R&D Tax claims
  • Reducing taxation burdens through tax planning and advice

Salary: £50,000 - £65,000 per annum, depending on experience.