Portfolio Manager

2 weeks ago


Rickmansworth, Hertfordshire, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time
Portfolio Manager Opportunity

Burton Bolton & Rose Recruitment Services Ltd is seeking a skilled Portfolio Manager to join their team.

Key Responsibilities:
  • Manage a portfolio of small commercial clients and prepare their accounts.
  • Work on behalf of sole traders, partnerships, and small Limited Companies.
  • Oversee the bookkeeping function and prepare accounts up to trial balance level.
  • Produce profit and loss reports and complete balance sheet reconciliation.
  • Calculate, prepare, and produce quarterly VAT returns and summaries.
  • Assist senior Accountants with the production of client year-end accounts.

This is an excellent opportunity for a detail-oriented and organized individual to take on a challenging role and contribute to the success of the company.



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