Financial Portfolio Leader

1 week ago


London, Greater London, United Kingdom Cedar Full time
Lead a Thriving Portfolio

We are seeking a skilled Financial Portfolio Leader to join our team at Cedar, a top 40 accountancy firm in London. This exciting role offers a salary of £62,000 - £78,000 + excellent benefits package, including flexible working, generous annual leave, life assurance, private healthcare and more.

About the Role
  • Manage a diverse portfolio with expertise in accounts and tax compliance.
  • Elevate team performance through guidance and constructive feedback.
  • Develop advisory skills to address taxation and Inheritance Tax concerns.
  • Foster collaboration among teams for a harmonious approach.

Able to leverage CCH Trust Accounts and CCH Personal Tax software within the CCH Practice Management System.

Key Benefits: Flexible working, generous annual leave, life assurance, private healthcare and more.



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