Financial Portfolio Manager
2 days ago
Burton Bolton & Rose Recruitment Services Ltd. is seeking a seasoned Financial Portfolio Manager to lead our tax management team.
Job Overview:This is an exciting opportunity to join a dynamic team and take charge of a large portfolio of clients, overseeing their financial and tax needs.
- Lead a team of tax specialists and support staff.
- Develop and implement tax strategies to optimize client outcomes.
- Manage client relationships and communicate effectively with stakeholders.
- Maintain accurate records and ensure compliance with regulatory requirements.
Your key responsibilities will include:
- Managing a portfolio of clients and ensuring their financial and tax needs are met.
- Preparing and submitting tax returns on behalf of clients.
- Providing expert advice on tax planning and optimization.
- Identifying areas for improvement and implementing changes to enhance client outcomes.
The successful candidate can expect a salary of £70,000 - £90,000 per annum, depending on experience.
Requirements:To succeed in this role, you will need:
- Proven experience in financial portfolio management.
- Strong leadership and communication skills.
- Ability to analyze complex financial data and provide recommendations.
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