Portfolio Manager for Clients

5 days ago


Cannock, Staffordshire, United Kingdom Austin Fraser Full time
About the Career Opportunity

We are seeking a motivated and experienced Semi-Senior Accountant to join our growing team at our Cannock office.

As a key member of our team, you will be responsible for providing expert financial guidance to our clients, including managing their portfolios, preparing financial reports, and collaborating with internal teams.

Main Responsibilities:
  • Provide expert financial guidance to clients, including preparation of statutory and annual accounts
  • Manage client relationships and expectations, ensuring excellent communication and support
  • Collaborate with internal teams to ensure efficient delivery of financial services
  • Prepare detailed financial reports, including corporation tax returns and partnership tax returns
  • Help prepare individual tax returns for clients
About the Salary

The estimated salary for this position is £42,500 - £52,500 per annum, depending on experience.



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