Financial Leadership Role
23 hours ago
About This Role
We are looking for an experienced Client/Portfolio Manager to join our team at Michael Page (UK). This role involves managing a portfolio of clients, including dealing with annual accounts, tax computations, and VAT returns.
Responsibilities
- This role requires running a varied portfolio of clients, including dealing with the completion/reviewing of annual accounts and tax computations, reviewing VAT returns completed by junior members of staff.
- You will conduct planning meetings with junior staff to relay client knowledge/deadlines and take an active role in ensuring that all accounts & tax returns are filed with the relevant authorities on time for your portfolio.
- Ensuring that clients' accounting records are maintained accurately throughout the year and being able to provide management figures as required.
- As a Client/Portfolio Manager, you will speak confidently with clients about software options relevant to their needs.
- You will understand and adhere to our internal software and procedures.
- Assisting in the completion/review of quarterly VAT returns & filing at HMRC in line with making tax digital.
- Helping to oversee the day-to-day management of a department, including assigning work to staff members.
- Taking responsibility for job performance and recoveries. Identifying training needs within the team to develop staff to their career goals.
- Representing the firm externally at various networking events and building relationships in the communities our offices are based.
- A willingness to contribute or manage internal projects that may not be directly related to the portfolio management.
- To effectively manage the financial aspects of the portfolio.
Requirements and What's on Offer
- A competitive salary of up to £65,000 depending on experience.
- Flexible and hybrid working options.
- Parking on site.
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