Kylie Morgan.
Accounting Manager.
Kylie manages one of our accounts and bookkeeping teams at our Calne office. Day to day you’ll find her keeping an eye on her colleagues’ workloads and making sure work is flowing smoothly through our internal processes, along with reviewing accounts and tax returns and sharing them with Clients for submission. Kylie also helps to train new members of the team.
Kylie loves that no two days are ever the same and enjoys the problem solving element to her role. Kylie gets great satisfaction from helping clients understand the tax implications of decisions and helping them to plan for the future.
What’s your favourite quote to live by? You can achieve anything you put your mind to.
What would you superpower be and why? To fly – I would love to be able to go anywhere without the need for a plane!
Who would be your dream client? Someone like Lord Sugar, who has lots of businesses – it’s always interesting to see how people manage a number of businesses and what each brings to the fold.
What’s your favourite memory from work? A work social event playing footgolf, it was a great laugh. We have a great team here, the team spirit is unmatched in my opinion.
What is your proudest moment at RiverView Portfolio? Being promoted to Assistant Accounting Manger and the Accounting Manager within the space of 18months. I am extremely proud of how far I have come and grateful for the opportunities I have been given.