Financial Portfolio Manager
4 days ago
The role of a Financial Portfolio Manager is to oversee the day-to-day management of client portfolios based in Weybridge. This opportunity offers up to £55,000 plus hybrid working arrangements.
This position requires experience within an Accountancy Practice, up-to-date tax knowledge, and qualifications such as ACCA, ACA, or QBE.
Main Responsibilities:
- Review statutory year-end accounts.
- Manage all aspects of a diverse client portfolio, including preparation of limited company accounts adopting FRS105, FRS102(1A), and management accounts.
- Billing, WIP management, and other ad-hoc responsibilities as needed.
- Prepare and review corporate tax returns and tax computations.
- Liaise with clients for technical advice on tax-efficient remuneration planning.
Requirements:
- At least 3 years of experience within an Accountancy Practice.
- Preferably qualified with ACCA or ACA.
- Up-to-date tax knowledge and excellent communication skills.
We are offering a competitive salary of up to £55,000, reflecting the importance of this role in our organization.
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