Portfolio Manager

2 weeks ago


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

A skilled Portfolio Manager is required to oversee a portfolio of client accounts and manage client tax matters.

Key Responsibilities:
  • Managing a portfolio of small commercial clients and preparing their financial statements
  • Providing accounting services to sole traders, partnerships, and small Limited Companies
  • Administering bookkeeping functions and preparing financial reports up to trial balance level
  • Producing profit and loss statements and completing balance sheet reconciliations
  • Preparing and submitting quarterly VAT returns and summaries
  • Supporting senior Accountants with client year-end production

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