Portfolio Manager
other jobs Reed
Added before 5 Days
  • England,South West,Wiltshire,Swindon
  • Full Time, Permanent
  • £50,000 - £55,000 per annum, inc benefits
Job Description:
Reed Practice are working with a firm of established accountants based in Swindon. They are looking to add a portfolio manager to their experienced team. The ideal candidate will provide professional and efficient technical processing, support & advice on the collation and reporting of Accounts across a broad client base from sole traders to limited companies, ensuring adherence to deadlines and processing budgets.
Duties and Responsibilities:
*Preparation & production of accounts from collation and processing to report and analysis.
*Ensure timely presentation of accounts within budget and to annual/periodic deadlines.
*Preparation of management accounts.
*Prepare corporation and personal tax computations.
*Conduct client review meetings and provide timely response to client requests for support & advice.
*Mentoring, training & supervision of employees including overseeing progress of delegated tasks.
*Development of internal procedures and workflow efficiencies.
Requirements:
*ACCA or ACA qualified.
*Accountancy practice experience essential
*Minimum 2 years post qualification experience
*Meticulous attention to detail
*Highly organised & able to work autonomously
*Ability to mentor junior members of staff
*Confident communicator – provide advice with regards to accounts
*Audit experience would be an advantage
Does this role sound like you? Then go on ahead and apply!
Job number 3363579

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