$69,480 - $82,112 yearly
CV Library
Kettering
Portfolio Manager (Accountancy firm)
Location: Kettering, Northamptonshire
Salary: £55k - £65k + Excellent Benefits
Job Type: Full - Time, Permanent
The Client:
Our client is a leading accountancy firm, dedicated to delivering excellent solutions to their diverse portfolio of clients.
The Role:
As a Portfolio Manager, you will be managing a portfolio of clients, delivering accounting and tax planning solutions. Build strong relationships, drive project delivery, and support team growth.
Duties:
Review accounts and tax returns for corporate and unincorporated clients.
Provide exceptional service to clients on various areas in a cost-effective manner.
Respond promptly to client and third-party queries (e.g., HMRC).
Develop strong knowledge of clients' businesses and act as their point of contact.
Assist in managing the Agriculture and Property department, including staff appraisals and effective delegation.
Support partners in WIP control and timely...