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Assistant Portfolio Manager

Cavendish Maine Recruitment
Job LocationTaunton
EducationNot Mentioned
Salary£32,000 - £38,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

My client are a highly successful Accountancy practice and are looking to add an Assistant Portfolio Manager to their team.Specific Duties & Responsibilities

  • File reviews, including providing feedback to the respective associate
  • Preparation of letters and accounts packs
  • Preparation of bills
  • Assisting with portfolio management
  • Liaising with HMRC on client queries in areas such as Corporation tax, VAT and personal coding notices.
  • Assisting with portfolio deadlines and client requests for work
  • Work on director tax returns and sole trader returns
  • Dealing with phone queries from clients
    • Clients are predominantly based in Taunton but you may be required to travel to other locations on occasion.The CandidateYou will be ACA/ACCA qualified with prior experience in a similar role, specifically with experience preparing statutory accounts and using IRIS software.Contact: Karen Cummins Reference: KC/23340Candidate care:By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please call us to advise.In the meantime, we would like to thank you for your interest in Cavendish Maine.

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