Portfolio Manager Assistant

1 week ago


London, Greater London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time

A highly rewarding opportunity has arisen for a skilled Portfolio Manager Assistant to join a leading firm of Burton Bolton & Rose Recruitment Services Ltd. This is an exceptional chance to work in a dynamic environment, leveraging your expertise in managing client portfolios and providing audit and tax advice services.

About the role: As a Portfolio Manager Assistant, you will be responsible for coordinating client annual audits, attending client premises, and completing all required auditing checks. You will also finalize client annual accounts, provide clients with advice and guidance on maintaining accounting records, and prepare annual statutory accounts and submitting to Companies House.

Key responsibilities:

  • Manage a portfolio of clients and provide audit and tax advice services
  • Co-ordinate client annual audits and attend client premises
  • Complete all required auditing checks and finalise client annual accounts
  • Provide clients with advice and guidance on maintaining accounting records
  • Prepare annual statutory accounts and submit to Companies House
  • Provide clients with advice on corporation tax and prepare annual returns

The estimated salary for this position is £45,000 - £60,000 per annum, depending on experience.



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