Portfolio Manager - Burton Bolton & Rose Recruitment Services Limited : Job Details

Portfolio Manager

Northwood, Middlesex

£58,000 + Pension

Applicant needs to be a Portfolio Manager with experience of managing a diverse portfolio of clients, excellent prospects are available for the right person.

Some of your duties will include:

- Managing a mixed portfolio of corporate, non corporate and charity clients

- Taking responsibility for clients accounts preparation and taxation assignments

- Additionally managing or supporting client annual audit requirements

- Planning audits through to completion, presenting completed accounts and tax computations

- Working closely with clients, understanding their needs and completing assignments

- Finalising client accounts and submitting annual statutory reports

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