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Portfolio Management Specialist
Il y a 2 mois
About Achil
Achil is a dynamic and growing firm dedicated to providing exceptional accounting and financial services to our valued clients.
Position Overview
We are seeking a highly motivated and experienced Portfolio Management Specialist to join our team. In this role, you will be responsible for managing a diverse portfolio of client accounts, ensuring their financial well-being and providing expert guidance.
Key Responsibilities
- Oversee a range of client accounts, delivering comprehensive accounting and financial solutions.
- Prepare accurate and timely tax returns, balance sheets, and other financial statements.
- Collaborate with clients to present financial reports and provide insightful analysis.
- Mentor and guide junior team members, fostering a collaborative and supportive work environment.
- Stay abreast of industry trends and regulations to ensure compliance and best practices.
Qualifications
- Proven experience in accounting and financial management within a professional services firm.
- Strong technical expertise in accounting principles, tax laws, and financial reporting standards.
- Excellent communication, interpersonal, and client relationship skills.
- Proficiency in relevant accounting software and technology tools.
Benefits
- Competitive salary and benefits package.
- Opportunity for professional growth and development.
- Collaborative and supportive work environment.
