Financial Portfolio Manager
3 days ago
We are seeking a skilled Financial Portfolio Manager to join our team in Perth. This role involves managing a portfolio of accounts jobs and ensuring accurate and timely delivery of agreed outputs to the client or senior manager.
Main Responsibilities:
- Identify tax issues, including P11D, S455 tax, loss offsets, VAT implications, and MTD requirements.
- Schedule and allocate work for subordinates, providing technical assistance and guidance as needed.
- Support and cover for subordinates as required.
- Review work undertaken by subordinates and provide feedback.
- Stay up-to-date with software features and train colleagues and clients on their use.
- Keep current with accounting and tax developments and train subordinates accordingly.
- Communicate with clients to obtain necessary information.
- Deliver agreed outputs to the client or senior in the agreed format.
Requirements:
The successful candidate will have experience in accounting and tax, excellent communication skills, and be able to work accurately and efficiently.
Estimated Salary: £45,000 - £55,000 per annum depending on experience.
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