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Portfolio Manager
2 months ago
Job Summary:
We are seeking a highly skilled Portfolio Manager to join our team at Reed Practice. As a Portfolio Manager, you will be responsible for managing a portfolio of clients and delivering accounting and tax planning solutions to predominantly agriculture clients.
Key Responsibilities:
- Manage a portfolio of clients and drive the delivery of accounting and tax planning solutions
- Build relationships with clients, both externally and internally, to effectively deliver projects and grow the team
- Provide unique, tailored solutions to key rural clients
- Collaborate with the team to identify and pursue new business opportunities
Requirements:
- ACA or ACCA qualified
- Desirable: CTA qualification
About Us:
Reed Practice is a leading provider of accounting and tax services to agriculture clients. We are committed to delivering exceptional service and building long-term relationships with our clients.